Lesson 8 · 20 min
A new person only starts after a signed contract, a described role and a defined boss. Agents too. The project for this course is the hiring dossier: the pieces from lessons 1 to 7, put together, run through a rubric and signed by someone who didn't write them. At the end, what changed in the market, with date and source.
Start the lesson
Goal: build the agent's hiring dossier and approve it with the rubric before it starts working, with a signature from someone who did not write it.
Four required pieces, the rubric and a signature. Click each part.
The educational approval of the dossier does not, on its own, authorize putting the agent into production at the company: that decision remains with whoever is accountable for it.
Four steps. Hora's dossier is the practice run; your agent's dossier is the one that counts.
Put the pieces from lessons 1 to 7 in a single folder, in the order of the diagram, with a one-page cover: agent, process, version, owner, date and the index.
If a piece changed after it was written (the matrix gained a row in lesson 7, for example), update the version. A dossier with pieces from different versions is the first thing the rubric catches.
Folder "Hora · dossier v2.0": cover, job sheet, restocking delegation, constitution with 8 test cases, matrix with the checklist for the promoted action, supervision routine and the design with the collections agent.
The rubric adds up to 100 points across six blocks. You pass with 75 or more and every must-have checked. One missing must-have fails it, even with 95 points.
The must-haves are the ones that prevent the big damage: a named owner, nothing irreversible in green, a cap in numbers wherever money is involved, every exception with a destination and a deadline, a written demotion criterion, and fictional or anonymized data labeled as such.
Run the panel prompt (template alongside). It points out gaps; the grade is decided by you and by whoever signs.
Whoever put the dossier together does not approve the hiring, for the same reason that whoever enters a payment does not approve it. The person who signs reads the cover, checks the must-haves and asks about anything they did not understand.
IT confirms in writing that the safeguards requested (discount cap, maximum amount, logging, off switch) exist in the tool, and not just in the text.
Patrícia puts it together. Rafael confirms the safeguards. Carlos reads, asks questions and signs. Juliana gets the supervision routine because she is Patrícia's backup.
The dossier goes out with a review date: 30 days after hiring, or sooner if there is a serious failure, or a change of model, tool or vendor.
At the review, the pieces go back through the rubric. This is how the agent moves up a level without anyone having to remember what the rule used to be.
If the model or the tool changes: the affected actions go back to yellow and the test cases run again.
The dossier cover, the rubric and a panel prompt to find gaps before the signature.
HIRING DOSSIER · <agent name> · version <2.0> · <date> Company / area: <...> · Process: <from where to where> Owner of the result: <name and role> · Backup: <name> Technical support: <name> · Data used: [ ] real, authorized [ ] anonymized [ ] fictional INDEX (all pieces on the same version) 1. Job sheet ................................ v<...> 2. Delegation sheet ......................... v<...> 3. Constitution + test cases (result) ....... v<...> 4. Authority matrix + off switch ............ v<...> 5. Promotion checklists (promoted actions) .. v<...> 6. Team design + contracts (if any) ......... v<...> 7. Supervision routine + exception package .. v<...> SAFEGUARDS CONFIRMED BY IT (outside the text): <list> · confirmed by <name> on <date> RUBRIC SCORE: <...>/100 · must-haves: <6 of 6> PUT TOGETHER BY: <name> · APPROVED BY (cannot be whoever put it together): <name> on <date> NEXT REVIEW: <date> or sooner, if there is a serious failure or a change of model/tool
RUBRIC · hiring dossier · passes with >= 75 AND the 6 must-haves
BLOCK POINTS CRITERION FOR FULL POINTS
1. Role and delegation 20 mission with process and result; verifiable deliverable;
prohibited items with a verb and a number; 6 delegation pieces
2. Constitution 20 4 priorities in order; limits; when to call, with
person and deadline; 3+ cases with the why; tests run
3. Authority matrix 25 every tool action; color by risk;
approval with content and deadline; reversal; logging
4. Supervision and exceptions 20 destination per type of exception; package; 3 verbs;
daily and weekly routine; measured load
5. Trust and team 10 checklist for promoted actions; team only with a signal;
handoff contracts with limits
6. Clarity of evidence 5 same versions; cover; labeled data
MUST-HAVES (one missing fails it)
[ ] Human owner with a name (from the business)
[ ] No irreversible action in green
[ ] Cap in numbers on every action that involves money
[ ] Every exception with a destination and a deadline
[ ] Demotion criterion written down
[ ] Fictional or anonymized data labeled as such
SCORE: <...>/100 · must-haves: <...>/6 · result: [ ] approved [ ] goes back to <piece>You are the panel that reviews the hiring dossier of an AI agent, using the rubric below. You do not approve or fail it: you point out gaps for whoever is going to sign. For each block of the rubric: 1. Say what is present and what is missing for full points, quoting the passage from the dossier. 2. Mark each must-have as present or absent, with the passage. 3. List the three questions the approver should ask before signing. Do not invent information that is not in the dossier. Rubric: """<paste the rubric>""" Dossier: """<paste the pieces>"""
Quarterly panel, replaced at each course review. Each item has a date, a source and the type of claim. The products are examples: the method in lessons 1 to 7 does not depend on any of them.
OpenAI: Workspace Agents, which replace Custom GPTs, are now billed per token (07/06/2026); ChatGPT Work delivers documents, spreadsheets and slides (07/09/2026). The AgentKit Agent Builder will be shut down on 11/30/2026.
Anthropic: Managed Agents (agents that work on their own, for hours); and, in Claude Code, background computer use, in beta (09/2026). Microsoft: Agent 365, announced at Build (06/2026). Sources: each vendor's release notes and announcements.
Products get discontinued and change price within months. The dossier records which tool the agent uses and what happens if it changes: actions go back to yellow and the tests run again.
Microsoft, Work Trend Index 2025: the "agent boss," a human manager of agents, and the metric of the ratio between humans and agents. WTI 2026 (05/2026, 20,000 people in 10 countries): when the manager uses AI in front of the team, perceived value goes up 17 points (vendor survey).
Deloitte, Tech Trends 2026: graduated autonomy and agent integration. Gartner, forecast from 10/2024: by the end of 2026, 1 in 5 organizations will use AI to cut more than half of middle management.
Taking a layer off the org chart does not eliminate its work: coordinating, reviewing, training people. That is the work the dossier and the exception queue organize.
GFT, Tech Trends 2026 LATAM, with BCG data (survey): 18% of Brazilian companies integrate agents, versus 13% worldwide. ABES and IDC (06/15/2026, survey of 103 executives): 40% already invest in agents and 33% plan to within 12 months. Gartner (2026, market analysis): only 17% of companies have agents in use.
Deloitte (09/17/2026, survey): 27% of Brazilian companies have mature AI governance. Okta (2026, vendor survey): almost two-thirds apply weaker controls to agents than to people.
"Integrate," "invest" and "in use" measure different things, with different samples. Compare the definition before you compare the percentage.
Who pays, and what do they sell? Microsoft and Okta sell the solution to the problem they measure; consultancies sell the transformation they describe. How did they measure? A survey with a sample, self-reported experience, or a forecast? What is a forecast?
An analysis from The Microsoft Cloud Blog (05/2026) notes that the WTI 2026 numbers should not support a business case on their own. Use a report as a map, never as proof of your case.
January 2027, with the next quarter's overview. The method (lessons 1 to 7) does not change; products and numbers do.
The four required pieces of the dossier and the exercises that produce them. Click an exercise to see its "done when."
role and delegation
2 exercises
Job sheet with a responsible person and a delegation with evidence.
View the lessonconstitution and tests
2 exercises
A one-page set of criteria and 8 test cases run.
View the lessonauthority limits and trust
2 exercises
Matrix by action, off switch and promotion checklist.
View the lessonteam and exceptions
3 exercises
Measured daily and weekly routine, package and destinations for exceptions.
View the lessonThe base of everything: without a mission, a verifiable deliverable and a responsible person, the other pieces have nothing to rest on. The delegation (lesson 2) comes in with it.
Requires the job sheet. The hard cases come from real conversations; what is critical becomes a lock request for IT.
Requires the constitution. The matrix starts tight; lesson 5 teaches you to loosen it with evidence, one action at a time, after a week of records.
Requires the matrix: the exception queue is everything the matrix sends to you. The team (lesson 6) comes in only if one of the three signals appears.
Hire, guide, limit and supervise, in this order. Each piece builds on the previous one, and the dossier only goes to signature when the "done when" of each step is true.
Recommended order: each piece builds on the previous one.
Choose the start date and how much time you have per week. The plan respects the exercises that call for a week of real use.
Hora's dossier to train the rubric; your agent's for real.
Put together the Hora pieces you made in lessons 1 through 7, build the cover and run it through the rubric. Run the panel prompt. Fix whatever is missing until the score is above 75 with all six required items. Write down who would sign at Horizonte and why.
Done when: Hora's dossier has a cover, the pieces are all the same version, it scores 75 or more on the rubric with all six required items checked, and it names who signs, someone other than whoever built it.
Do the same with the agent for your process, using the pieces from the "in your process" practices. Hand it to someone in your area who wrote none of it, ask them to check the required items, and note their questions.
Done when: your agent's dossier scores 75 or more, has all six required items, the date of the next review, and the signature (or written acceptance) of someone who did not build it.
Use the generator above to build the plan with your dates and download the .ics file for your calendar.
Done when: the plan is saved and the dates are in your calendar.
4 questions. The explanation appears after your attempt.
Question 1 of 4
Hora's dossier scored 92 points, but the action "create order with no value limit" is in green. Result?
Question 2 of 4
Who should sign off on hiring Hora?
Question 3 of 4
One report says 40% of companies are investing in agents; another says only 17% have agents in use. What should you do before citing either?
Question 4 of 4
The vendor of the agent's tool announced it will shut it down. What changes in the dossier?
Pick an answer. The explanation shows up after you try.
INEMA qualification certificate "AI Manager", coming soon at cert.inema.pro. It is not a regulated professional certification.
This is course G3 of the AI Management Program 2027. The other courses cover the agentic company (G0), people (G1), processes (G2), resources (G4), and governing, measuring and evolving (G5), where the program's final project lives.