The Agent Governance Policy Template
An editable, reviewer-ready policy document that defines how AI agents are permissioned, approved, logged, and audited across your GTM stack. Put it in front of security, IT, and compliance to get your agent program signed off.
What's inside
A document your reviewers can mark up, not a slide about governance.
Permission scopes and least-privilege defaults
A default-deny starting policy for what each agent can read, write, and execute — scoped per workflow, not per platform.
Human-in-the-loop approval gates
Where a person must sign off before an agent acts, mapped to risk tier and reversibility of the action.
Audit-trail and logging requirements
What every agent action must record, and how long it stays queryable, so "why did it do that" always has an answer.
Data-access and retention rules
Which systems an agent can query, what it can persist, and when records are purged or anonymized.
Incident and rollback procedure
The steps to suspend an agent, contain the blast radius, and roll back its actions when something goes wrong.
A policy your reviewers will actually sign
Four sections, structured for the security and compliance conversation.
A least-privilege permission model you can hand to IT as-is
Scopes, roles, and default-deny rules mapped to each agent's actual job.
Approval gates by risk tier
A logging spec reviewers accept on sight
Ownership and review cadence
Who owns the policy, and how often it gets re-certified.
If an agent can't be explained, it isn't approved.
Built for the sign-off, not just the pilot
If your agent program needs security, IT, or compliance approval, this template is the document they'll ask for.
RevOps leaders scoping an agent program
Walk into the governance review with a policy already drafted, not a promise to write one later.
Security and IT reviewing agent access
A concrete permission and logging spec to redline, instead of a vendor's marketing deck.
Compliance teams asked to approve AI in the GTM stack
An auditable record of scope, retention, and rollback that satisfies the review, not just the intent.
If an agent can't be explained, it isn't approved.
Get your agent program signed off.
Download the policy template and take a governance model your reviewers already trust into your next agent rollout.