B2B digital toolkit · Word & Excel

AI Agent Governance & Internal Control Kit

Practical Word & Excel templates for businesses documenting AI tools, AI agents, permissions, vendors, risks, human oversight and management reporting.

Save time with a ready-to-adapt internal-control structure instead of building AI registers, matrices, workflows, reports and governance documentation from scratch.

Get Starter — €49 Get Pro — €99

B2B / professional use only. Digital download. No subscription. No legal advice or compliance guarantee.

AI Agent Governance & Internal Control Kit product preview with Word and Excel templates

Save time · start from structure

Avoid the blank-page problem.

AI governance work often starts slowly because teams have to decide what to document, which registers to create, which fields matter, how to review vendors, and how to turn scattered information into management-ready evidence.

The kit gives you a ready-to-adapt structure so your team can customise and implement instead of inventing the control framework from zero.

Pre-built structure Registers, permission matrices, vendor checklists, incident logs and report templates are already organised into a coherent workflow.

Faster internal alignment Use the templates as a shared starting point for AI owners, management, risk, audit, procurement and compliance-adjacent teams.

From data entry to management review Workbook guidance and report-output sheets help convert operational registers into summaries, dashboards and review-ready documentation.

AI adoption is moving faster than internal controls.

Many organisations are already using ChatGPT, Copilot, Gemini, Claude, automation workflows or AI agents — but often without a clear record of what is being used, who owns it and what controls exist.

That gap is not just a technology issue. It is an internal-control issue.

Which AI tools are being used?
Who owns each use case?
What data is being exposed?
Which vendors have been reviewed?
What can AI agents read, write, send, delete or approve?
Where is human review required?
How are incidents and output reviews documented?
What evidence exists for management review?

Built around AI agent action-risk, not just generic AI policy.

Most AI governance templates focus on policies and high-level principles. This toolkit goes further by helping teams document what AI agents and automation workflows are allowed to do: what they can read, write, send, delete, approve or trigger — and what approval gates, logs, owners and rollback paths should exist before those actions create operational risk.

Agent permission matrixDocument read, write, send, delete, approval and admin-level actions.

Risk triagePrioritise review based on data sensitivity, decision impact and automation.

Evidence trailCreate registers, logs, review notes and management-ready outputs.

Vendor oversightStructure vendor review, evidence requests and risk scoring.

Choose the right version

Starter gives a practical first layer of AI documentation. Pro adds management reporting, risk heatmaps, vendor scoring, audit evidence and control testing.

Starter

Essential AI governance templates for internal business use.

€49+ applicable taxes

Best for small teams, SMEs and professional users starting to document AI tools, use cases, agents and basic oversight.

Implementation guide and workbook guide
AI tools, use case and AI agent registers
AI agent permission matrix
Basic risk triage worksheet
Vendor due diligence checklist
Acceptable use and prompt/data handling policies
Incident log, output review checklist and basic summary report
CSV import files

Buy Starter

(Please check the terms below to activate the buy button)

Pro

Complete AI governance, risk, vendor, audit and management toolkit.

€99+ applicable taxes

Best for organisations that need management reporting, risk review, vendor scoring, audit evidence and a more complete internal-control structure.

Everything in Starter
Management dashboard and management report template
AI risk heatmap and vendor scoring model
Control testing plan and internal audit checklist
Evidence request list and quarterly AI risk review
Departmental rollout tracker
DPIA / data protection pre-screening
AI agent operating model and governance committee charter

Buy Pro

(Please check the terms below to activate the buy button)

Before checkout

Before buying and proceeding to Lemon checkout, please confirm the following acknowledgements.

I confirm that I am purchasing this product for business, professional or internal organisational purposes, and not as a consumer for personal, household or non-professional use. I understand that this is a downloadable digital template toolkit only and does not include legal, regulatory, tax, accounting, cybersecurity, data protection, audit, assurance, certification, implementation, consulting or professional advice. I request immediate access to the digital product after purchase and understand that business/professional purchases are final once the digital files, download link or access instructions have been made available, except where mandatory law or the Merchant of Record requires otherwise.

Proceed to Starter Checkout Proceed to Pro Checkout

Starter vs Pro

Both versions are designed for business/professional internal use. Pro adds the evidence, management and control-testing layer.

Feature	Starter	Pro
AI tools register	Yes	Yes
AI use case register	Yes	Yes
AI agent register	Yes	Yes
Agent permission matrix	Yes	Yes
Basic risk triage	Yes	Yes
Vendor due diligence checklist	Yes	Yes
Policies and usage templates	Yes	Yes
Basic register summary	Yes	Yes
Management dashboard	No	Yes
Risk heatmap	No	Yes
Vendor scoring model	No	Yes
Control testing plan	No	Yes
Internal audit checklist	No	Yes
Evidence request list	No	Yes
Quarterly risk review	No	Yes
Department rollout tracker	No	Yes
Management report template	No	Yes

Professional Use

For consultants, advisory firms and implementation partners who want to adapt the toolkit for client work.

Starter and Pro are licensed for internal business use by a single organisation. Professional Use is intended for professionals who need broader rights to adapt the toolkit, outputs and report structures for client engagements.

Professional Use does not include legal advice, regulatory advice, certification, implementation support, white-label resale rights or permission to redistribute the raw files as a competing product.

What it adds beyond Pro

Broader client-work usage rights
Permission to adapt templates into client deliverables
Use across multiple client engagements, subject to licence terms
Professional Use terms
Starter + Pro contents
Direct handling by OLB Consultores

From €249 + applicable taxes
Available on request.

Contact for Professional Use

What this is

This is a downloadable digital template toolkit for business and professional users. It helps teams save time, structure internal AI documentation, create registers and evidence trails, document AI agent permissions, support management review and avoid building the documentation structure from scratch.

What this is not

This is not legal, regulatory, tax, accounting, cybersecurity, data protection, audit, assurance, certification, implementation, consulting or professional advice. It does not guarantee compliance with the EU AI Act, GDPR, ISO/IEC 42001, NIST AI RMF, national law, sector regulation, procurement requirements, audit acceptance or avoidance of penalties.

FAQ

Is this legal advice?

No. This is a generic digital template toolkit for internal documentation and control-design purposes. It is not legal, regulatory, tax, accounting, cybersecurity, data protection, audit, assurance, certification, implementation, consulting or professional advice.

Does this guarantee EU AI Act or GDPR compliance?

No. The toolkit may help organise internal documentation and review processes, but it does not guarantee compliance with the EU AI Act, GDPR or any other legal obligation.

Who is this for?

Businesses, SMEs, consultants, internal auditors, risk teams, CFO/COO teams, compliance-adjacent teams and professional users documenting AI tools, AI agents and automation workflows.

What is the difference between Starter and Pro?

Starter provides the essential documentation layer: registers, policies, risk triage, permission matrix, vendor checklist and basic reporting. Pro adds management reporting, risk heatmap, vendor scoring, internal audit checklist, control testing, evidence requests, departmental rollout and quarterly review structure.

Can consultants use Starter or Pro with clients?

Starter and Pro are intended for internal business use by a single organisation. Consultants, advisory firms and implementation partners who want to adapt the toolkit for client work should request Professional Use licensing.

Are updates included?

The purchase includes the version available at the time of purchase. Future updates, revised versions or promotional upgrade offers may be provided at OLB's discretion, but are not guaranteed unless expressly stated in writing.

Do you offer refunds?

Because this is a downloadable digital product for business/professional use, purchases are generally final once access to the files has been made available. This does not affect mandatory rights that cannot legally be excluded, technical-access remediation, or refund/chargeback handling by the Merchant of Record.

Contact

Request information.

Use the form below for Professional Use licensing, product questions, access issues or business enquiries related to the AI Agent Governance & Internal Control Kit.

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Registered officeRua do Foral, 67, 2º · 3770-218 Oliveira do Bairro · Portugal

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