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Level 3

Connect it

One real source connected read-only, with your own approval gates written down.

Done when: A connected calendar or inbox answers a question only it could — reviewed in class.

Your assistant

The steps work in any of these. Pick yours and each lesson shows where the setting lives.

Next in this level

Is it an agent? The four tests

What closes it

  • Approval gates written downsafety (not yet)
  • First connection, evidence reviewed (not yet)
  • Reviewed by a person (class) (not yet)

Lessons, in order

  1. 1Is it an agent? The four tests
  2. 2Hand it over or keep it
  3. 3Your stack picks the tool
  4. 4Three gates before it acts
  5. 5Connect one thing: calendar or email, read-onlygate

Level 3 skill · Jobs

Cut it into small jobs

Cuts the brief into jobs that each work alone, and marks which ones need your OK.

Where to save it
  • Claude. Upload the skill folder as a skill, or paste the text into a Project's instructions. In Claude Code, put the folder in your skills folder.
  • ChatGPT. Paste the text into a Project's instructions or a custom GPT's instructions, or into your custom instructions.
  • Gemini. Paste the text into a Gem's instructions.
  • Copilot. Paste the text into a Notebook's instructions, or keep it in a file you attach when you need it.
  • Any other assistant. Keep the file. Paste it at the start of a chat, then say which job you are on.

Then run it on one real job and change the wording until it sounds like you.

Licence and credit

This skill is adapted from the to-tickets skill in an open source set at github.com/mattpocock/skills ↗. The wording and examples are rewritten for a small business. The original licence travels with it. Every download carries NOTICE.md, and the copied text ends with a credit line.

MIT License

Copyright (c) 2026 Matt Pocock

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.

One skill for each level from 1 to 6. See the whole kit

Class week 9 feed this level · The long version: Agents ↗