How to use the Agent incident review template

Start a board from it
Use this template opens a new Freero board with the Agent incident review template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Agent incident review”.
Follow the instruction on the board
“Treat it like any incident review: blame the system, not the person who approved it. Look hardest at why the check didn’t catch it.”
Fill in each part
- What happened The facts, with times.
- Impact Who was affected and how.
- Why the agent did it Inputs, instructions, missing context.
- Why checks missed it Review steps, tests, alerts.
- What changes Fixes with owners.
- What went well What limited the damage.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Agent incident review board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Agent permissions review
Decide what an AI agent may do on its own, what needs a person’s approval and what it must never do, action by action.
AI feature spec
Specify an AI-powered feature: the user and job, inputs and outputs, how it can fail, the guardrails and how you’ll measure quality.
Agent task brief
Brief an AI agent like a new colleague: the goal, the context, the limits, when it is done, which tools it may use and when to stop and ask.
Agent workflow design
Design a workflow an AI agent runs: what starts it, what it gathers, what it does, how its work is checked and how it hands back.
Prompt iteration log
Keep track of how a prompt evolves: each version, what changed, how it did on your test cases and whether to keep it.
Human review queue
A board for people to review what agents produced: waiting, in review, sent back with a reason, and approved.