These are free, copy-paste templates for the documents every team deploying autonomous agents eventually needs — a spend policy, a purchase-authorization policy, a runbook, a cost-allocation sheet, an incident-response plan, and the operational templates around them. Adapt the fields; the structure is battle-tested.
Agent Purchase Authorization Policy. A policy template defining when and how AI agents may make purchases on behalf of a user or organization.
AI Agent Runbook Template. An operational runbook template for teams managing production AI agents, covering spend, safety, and incident response.
AI Agent Spend Policy Template. A formal spend policy template for organizations deploying AI agents with autonomous spending capability.
AI Cost Allocation Template. A template for attributing AI agent costs to internal teams, projects, or cost centers for chargeback and budgeting.
AI Agent Incident Response Plan Template. A template for responding to AI agent spend or safety incidents.
A ready-to-use workflow template for routing FLAGGED agent transactions to a human approver. Includes the notification message, the decision prompt, and the feedback loop back to the agent.
A template for setting spend limits by category — compute, API, ads, goods, services. Control where your agents spend, not just how much.
A template for configuring daily spending limits with alerts at 50%, 80%, and 100% thresholds. Prevent surprise bills from autonomous agent spending.
A template for configuring merchant allowlists and blocklists in sipi.bot. Control which vendors your autonomous agents can and cannot spend money with.
A reusable system prompt template that instructs your AI agent to check spend limits before every purchase. Drop into any agent framework — LangChain, CrewAI, OpenAI, Vercel AI SDK.
A policy document template that defines spending rules for AI agents across your organization. Covers per-transaction limits, daily caps, merchant policies, and the approval chain.