Skip to main content
Lesson 4 of 5 15 min

Place Policy Gates

Use run, review, stop, and escalate states to make automation limits visible before work ships.

Policy is an artifact, not just a prompt. A workflow image should show the policy gate before the action runs.

Canon uses simple states because operators need to decide quickly:

  • Run: low-risk, bounded, and reversible.
  • Review: useful, but needs human inspection before action.
  • Stop: unsafe, vague, unowned, or outside scope.
  • Escalate: route to a qualified owner or specialist.
  • Complete: record the receipt and next action.
Policy gate chart with run, review, stop, escalate, and complete states.
Policy gates make the limits of automation visible.

Where to place gates

Place a gate at any point where the workflow changes risk:

  • Before writing to a CRM.
  • Before contacting a prospect.
  • Before publishing content.
  • Before spending money.
  • Before deleting, replacing, or overwriting records.
  • Before using private customer data outside its intended context.

The gate should name the owner. "Needs review" is weaker than "Owner reviews before CRM write".

Operator exercise

Add a policy gate to your MCP workflow:

Action:
Allowed state:
Review state:
Stop state:
Escalation owner:
Completion receipt:

Then ask Codex to check for missing stop conditions. The goal is not to slow down the workflow. The goal is to make safe acceleration possible.