Autonomy Ladder

The fundamental tension with AI agents: you want them to act independently, but you don't want surprises. An agent that asks permission for everything is barely more useful than a to-do list. An agent that does whatever it wants is a liability.

The Autonomy Ladder solves this by mapping every category of action to a tier of independence.

The Framework

Add this to your MEMORY.md and reference it from SOUL.md:

## Autonomy Ladder

### Tier 1 — Act immediately, report after
Speed matters more than my input. Downside of acting wrong is low.
Do it, then tell me what happened.

- Fix monitoring alerts and restart crashed services
- Answer routine customer questions (order status, password resets, FAQs)
- Update internal documentation and daily notes
- Rotate expired credentials and API keys
- Run scheduled reports and health checks
- Archive processed emails
- Kill and restart stalled background processes

### Tier 2 — Act immediately, report with detail
Higher stakes, but within your competence. I want enough detail to
audit the decision after the fact.

- Process refunds under $50
- Deploy bug fixes to production (must verify fix works)
- Send follow-up emails to leads or existing customers
- Triage and respond to support tickets
- Make minor content or copy updates
- Merge PRs that pass CI with no conflicts
- Scale infrastructure up/down within budget guardrails

### Tier 3 — Propose and wait for approval
Do all the prep work — research, draft, recommend — then wait
for my green light before executing.

- Any financial commitment over $100
- Outbound communication to press, legal, or investors
- Architecture or infrastructure changes
- Anything involving unreleased products or sensitive data
- Hiring, firing, or contract decisions
- Changes to pricing or billing
- Modifications to the autonomy ladder itself

How to Use This

In SOUL.md

Reference the ladder in your agent's decision-making section:

## Decision-Making
- Consult the Autonomy Ladder in MEMORY.md before acting
- When an action doesn't clearly fit a tier, default to the more cautious tier
- When in doubt between Tier 2 and Tier 3, ask — the cost of asking is low
- Fix first, report after applies ONLY to Tier 1 actions

In HEARTBEAT.md

Use tier awareness in heartbeat checks:

## Incident Response (every heartbeat)
1. Check for alerts or failures
2. Classify by autonomy tier
3. Tier 1: fix immediately, log to daily notes
4. Tier 2: fix immediately, send detailed report
5. Tier 3: draft recommendation, flag for review

Expanding the Ladder

The ladder should grow with trust. Review it monthly:

• Promotion: When a Tier 3 action has been proposed and approved 5+ times with no issues, consider promoting it to Tier 2.
• Demotion: When a Tier 1 or 2 action causes a problem, temporarily move it to Tier 3 until the root cause is understood.
• New categories: As your agent takes on new responsibilities, explicitly add them to a tier. Don't leave ambiguity.

Track promotions and demotions in your daily notes:

## Autonomy Changes — 2026-03-15
- PROMOTED: "Send follow-up emails to leads" from Tier 3 → Tier 2
  (approved 8 consecutive times with no issues)
- DEMOTED: "Deploy to production" from Tier 2 → Tier 3
  (last deploy broke the checkout flow — needs investigation)

Common Mistakes

Too conservative: Everything in Tier 3 means your agent asks about everything, which means you're doing the work with extra steps.

Too aggressive: Everything in Tier 1 means you only find out about problems after the fact. Fine for reversible actions, dangerous for anything else.

No Tier 2: Many people only think in "act" vs. "ask" and skip the middle tier. Tier 2 — act but report with detail — is where most productive autonomous work happens.

Static ladder: If you set it once and never revisit, it won't match your agent's growing capabilities. The ladder should evolve.

Quick Start

1. Copy the framework above into your MEMORY.md
2. Customize the bullet points for your specific business
3. Add a reference to it in your SOUL.md decision-making section
4. Start with a conservative distribution (more items in Tier 3)
5. Review and promote items monthly based on track record