r/AutoGPT • u/Normal_Succotash_520 • 40m ago
An intake agent can know the project details without being able to approve them
Disclosure: I work on Dashform. This is a proposed evaluation for agent-assisted project intake, alongside a 59-second product demo. The scenario below is fictional, not a customer result.
Suppose a designer asks their assistant to help complete an agency's project brief. The assistant has notes saying 'around $5k' and 'ideally before the event.' It can retrieve those words correctly and still produce a misleading brief if it turns them into an approved budget and a committed delivery date.
For this workflow, I'd make the questions preserve the distinction:
Ask separately for the working estimate and whether the person responsible has approved it. 'We discussed $5k; approval pending' is a useful answer. A guessed yes isn't.
Separate a target date from a commitment. Ask what event makes the date matter and what still has to be agreed. Keep those answers in the brief instead of compressing them into 'deadline confirmed.'
Have the assistant show the exact question-and-answer draft before sending. Ask the respondent to correct assumptions, with unanswered fields left visibly unresolved. Reviewing a polished summary alone can hide the difference.
Check the saved response at the destination. Did 'pending approval' survive, or did the receiving workflow reduce it to a number? An agency should be able to start discovery without treating intake as approval to start work.
A small test fixture could contain three notes: an estimate, an explicit approval from the relevant person, and a question with no answer. Run each separately and inspect the draft and received fields. These are checks I would run, not reported test results. A review instruction also isn't proof that every agent will stop reliably; test the actual assistant and retain the browser-form fallback.
The attached Dashform AI Handoff recording shows a compatible form opening in the Claude app, answers prepared from a test profile, review, then a structured reply in the dashboard. It demonstrates a developer introduction, not the agency-approval scenario above. It doesn't establish authority to approve on another person's behalf. The reading wait is sped up 10x, narration is AI-generated, and the clip includes a branded ending.
For people building intake agents, how do you represent 'known but not approved' so it stays intact after the handoff?