Start with the evidence
Decide what the agent is helping prepare and who reviews the result. Keep any proposed action separate from source gathering or document wording.
Work through the example
The agent drafts a note explaining a possible duplicate. A reviewer still needs to confirm the evidence and decide the correction; the draft itself does not establish that a record should be removed.
Make the next step clear
Record the human decision and its basis through the existing process. Describe the agent’s contribution accurately without implying that it approved accounting treatment or moved money.
Keep the source context
Doviria’s unnamed AI agent helps with accounting work, document drafts and finding information. The examples are ways to frame and review a task, not a list of guaranteed tools, autonomous actions or supported external systems.