M.A.I. Consulting
Level 5 of seven · free page

Level 5: Delegating

Hand whole multi-step jobs to agents, supervise rather than type, and run two or three workstreams in parallel, with a test set and a permissions note.

1.5 daysdelivery days from level 4
40 to 50% on delegated workstreamsplanning assumption
EUR 1,200this step, per group of up to nine
Who this level is for

Three people who need exactly this, and nothing more.

NGO and international-organisation staff

Reporting season, a research task and a partner consolidation all land in the same fortnight, and each one is a sequence of steps you still run by hand.

Employee in a small organisation

You are one person doing three jobs. An agent that drafts the whole thing while you do something else is how the day gets longer.

Student or recent graduate

A literature search across hundreds of candidates, or a first job where "look into this and come back with a brief" is the entire task.

Understand

The background, kept to the minimum sufficient.

Free knowledge, written for a non-technical reader. If you can explain each of these to a colleague in a sentence, you have the background this level needs.

Do

The skills.

  • Brief a whole job, not a stepInputs, outputs, when it is done, stopping rules, what to ask you about, and what never to do. A brief without a stopping rule is not a brief.
  • Run two or three workstreams in parallel and supervise themEach with a check-in point. Supervising is reading the log and the output, not watching the screen.
  • Build a small test setFive cases with known answers. Run the agent on those first and compare before you trust it on the real thing.
  • Set permissions deliberatelyRead-only where possible; write only where you will review every change. Say which in the permissions note.
Tools

What you need, and only that.

Claude agents and research mode, Claude in Chrome, Copilot agents, Gemini deep research, and one or two MCP connections approved by the organisation. Not your own server, not an orchestration framework.
Proof

How we know you are there.

Proof of level 5. One multi-step job delegated end to end, with a test set, a permissions note and a verified result. The job is real, the test set is written down, and you can say what the agent could and could not touch.
Risks that enter here

New at this level, and taught with their refusal cases.

  • Prompt injection: a document or a web page the agent reads contains instructions, and the agent follows them.
  • An agent acting in a live system: sending, deleting, paying, submitting. Real actions are hard to undo.
  • Runaway cost: a long run with no cap and no stopping rule.
  • Delegating judgement that must stay human: scoring, awarding, hiring, paying, publishing are decisions, not steps.
Skip for now

What the free content pushes at you that you do not need yet.

  • Building your own MCP server
  • The terminal
  • Orchestration frameworks

Not useless, just not yet. Each of these appears at the level where it earns its place, or in a different course.

Cheat sheet

Level 5 on one page.

Print it, pin it next to the screen, and hand it to the colleague who asks how you do it.

Level 5 · DelegatingM.A.I. Consulting · mai4consulting.com/use-cases/level-5/
ItemRule
Brief the job, not the stepInputs · outputs · done when · stopping rules · ask me when · never do.
Blast radius firstWhat can this agent reach? What is the worst wrong action? If you cannot answer, do not start.
Read-only by defaultWrite access only where you will review every change.
Test setFive cases with known answers. Run them before trusting anything.
Browser agent = youIt can do anything your logged-in session can. Log out of what it does not need.
MCP connectionWhat does it read? What can it write? Who approved it? Write it down.
InjectionA document or page can instruct the agent. Treat output built from untrusted sources as unverified.
Parallel means supervisedTwo or three workstreams, each with a check-in point. Not ten.
Cost capSet a limit before a long run. Know how to stop it.
Judgement stays humanScoring, awarding, hiring, paying, publishing: decisions, not steps.
RecordThe brief, the permissions note, the test results, what was verified.
Example agent briefs

Realistic, for the work this audience actually does.

Square brackets are yours to fill. Every example keeps personal data out and keeps the decision with the person.

A research run with a stopping rule (grants officer)

Find foundations that funded [theme] in [region] between 2023 and 2026, from public sources only: annual reports, grant databases, official sites. Output a table: name, programme, typical grant size, last published call, source link. Stop at 25 candidates or when the sources run dry. Exclude anything without a primary source. Do not contact anyone. End with the list of what you excluded and why.

Why it works: Inclusion criteria, a stopping rule, a source rule and a never-do, so the result can be checked rather than believed.

Reporting season, delegated (foundation)

For each report in the folder Grantee reports 2026/Q3 (read-only), draft a board summary using the Board Summary Skill and save it to Drafts/. Stopping rules: if a report contains a named individual in a case story, do not summarise it; list it for me. If a figure has no source, write "not in source". Do not email anyone. When finished, give me the list of drafts and the list of skipped files.

Why it works: A whole job with a Skill from level 4 inside it, read-only input, a personal-data stopping rule and no outbound action.

A browser agent on a public portal

On the ministry's public tender portal, open each notice published this week in the category "water" and copy the title, deadline, reference number and link into a table. Do not log in, do not download attachments, do not submit anything. Stop after 30 notices. Tell me if any page asks you for information.

Why it works: The agent works in a session with nothing to lose, with explicit never-do rules and a cap.

Partner consolidation (programmes)

Here are twelve partner Excel files containing aggregate indicators only. Consolidate them into the indicator tracker format in this Project. Rules: flag any value that moved more than 30% from last month; never alter a partner's figure; if a file contains names or ID numbers, stop and tell me which file. Output: the consolidated table, the anomaly list, and a log of what you did.

Why it works: Aggregate data only, an anomaly rule instead of silent acceptance, and a stop condition on personal data.

A literature search checked against known papers (student)

Search for peer-reviewed studies since 2018 on [topic] in [region]. Inclusion: empirical, in English or French, published in a journal or by a UN agency. Stop at 30 candidates. For each: citation, link, one-line finding. Then compare your list with the five papers I attach that I already know: did you find them? If not, explain why.

Why it works: The five known papers are a built-in test set: if the run misses them, you know how much to trust the rest.

The test-set brief, before the real run

Before I trust this agent on the full season, here are five reports from last year and the summaries I wrote for them. Run the agent on these five only, then give me a side-by-side: where it matches, where it differs, where it invented something. Do not touch any other file.

Why it works: Five known cases, compared before anything real is delegated. This is the proof of level 5 in one prompt.

What the training looks like

1.5 delivery days, each with an output you keep.

Online or in person, in groups of up to nine, on your own tasks and documents. Every day ends with something that did not exist that morning.

Day 1

Agents, permissions, the brief

Agentic AI shown on a live run. The blast-radius exercise on your own systems: what each tool can reach, what the worst wrong action would be. MCP connections and browser agents in your context, with a permissions note for each. Writing the job brief for one real job: inputs, outputs, stopping rules, ask-me-when, never-do. Permissions set read-only.

OutputA job brief for one real job, and a permissions note the organisation can approve.
Half day 2

Test set and the parallel run

Build the five-case test set, run the agent on it, compare, fix the brief, run again. Then two workstreams in parallel with check-in points, a cost cap, and the verification of the result.

OutputOne job delegated end to end with its test results and a verified result, and your level-5 playbook entry.
Price

1.5 days at EUR 800 per delivery day.

EUR 1,200this step · per group of up to nine
  • Same rate for everyone. EUR 800 per delivery day, whether you come as an individual, a representative sent by your organisation, or a team. Cumulative from level 2: 6.5 delivery days, EUR 5,200.
  • Shared among the participants. The group price is divided among those who attend; nine people share it nine ways.
  • Online adds nothing. In person adds venue, hotel, hospitality and travel at cost, itemised on the invoice.
  • Time saved: 40 to 50% on delegated workstreams. An extrapolation: no published field experiment has yet measured delegated agents at this scale, so this is a planning figure each engagement replaces with its own before-and-after timing at ninety days.

Is level 5 the right next step for you?

Thirty minutes is enough to place you on the ladder and say honestly whether this is the level to book. Or read level 6: Building next.