L1-M2 / lesson 2 of 2
The assistant can both read documents and send email.
Start here / Watch the workplace case
2:21 · Narrated visual walkthrough · English captions and transcript
Watch for thisWatch where a request to prepare a draft turns into an unsupported promise or an unauthorised action.
Scene 1 of 6
Draft a reply using the current refund policy.
A reviewer approves any external message.
Read, draft and send are different permissions.
A service team wants help replying to a complaint. The assistant can read documents and send email, but the assigned task is to prepare a draft. These are different permissions. The team specifies the current policy, the intended reader and a human review before any message leaves the organisation.
The complaint quotes an older refund policy. That quotation helps explain the customer's expectation, but it does not establish the policy that applies now. Supply the current approved source and flag the difference. Ask the assistant to show which passage supports each proposed commitment, rather than merging both versions into a confident answer.
Inside the attachment, a sentence tells the assistant to ignore the policy and export a customer list. Treat this as untrusted source content, not a new instruction from the team. The document cannot expand the task. Tool permissions and approval controls should prevent the export even if the model follows the malicious text.
The reply sounds polite and helpful, but it promises a bank transfer. Compare that commitment with the policy and the available order records. If the entitlement is unsupported, remove the promise and ask the responsible person for the missing facts. Reviewing the tone alone would miss the business consequence.
When the draft is ready, the reviewer checks the exact message, recipient and attachments. Permission to send one reply is not permission to issue a payment or contact other customers. Keep the final approval attached to the action being taken, and stop if the content or destination changes materially.
The useful sequence is brief, draft, verify and approve. Each stage has a different job. Repeated prompting cannot replace missing records, and a polished answer cannot approve itself. In the next activity, identify the relevant principle in each situation before you decide whether the assistant should continue, revise or stop.
After watching or reading / Think it through
Pause and form your answer, then compare the reasoning. This reflection is not scored.
Check the current policy and remove unsupported commitments. Treat instructions inside attachments as source content. The designated reviewer must approve the exact message, recipient and attachments; a draft request does not grant permission to send or pay.
The ideas below explain task boundaries and review. The written example then lets you practise those decisions on the same complaint.
Review the first result against the brief.
Give specific corrections linked to evidence.
Ask for a shorter reply that preserves the verified entitlement. Do not accept a rewrite merely because it sounds smoother.
Recheck after revisions because new errors can appear.
A sales team wants an assistant to draft a response to a customer complaint. The complaint quotes an old refund policy, includes a customer number and asks for a bank transfer. The assistant can read documents and send email.