What can I safely hand to my AI agent, and what should I approve?

The Handoff rating, in four levels

The rating describes the job, not the agent. The higher the number, the more of a human checkpoint it needs.

1. Handoff 1

   Read-only research

   The agent reads and reports. It changes nothing outside the chat.

2. Handoff 2

   Drafts for review

   The agent prepares drafts or files. A human sends, files or publishes.

3. Handoff 3

   Acts, but reversible

   The agent changes things that can be undone: labels, moves, scheduled items, record edits.

4. Handoff 4

   Acts irreversibly, or with money or people

   Payments, messages to customers, cancellations, public posts. A human approves each one.

How the rating works

Playbooks

Showing all 38 playbooks.

• Inbox & admin

  Sort this morning's inbox into Act, Reply, Read later and Ignore

  Handoff 1 Read-only research

  A short list of what needs you today, so you open the right five emails first.

  You approve: Before you act on the list: scan the 'Ignore' pile for anything misfiled, because that is where an important email would hide.

  Suggested: Claude, ChatGPT, Microsoft Copilot, Gemini

• Inbox & admin

  Draft replies to routine emails for you to check and send

  Handoff 2 Drafts for review

  Ready-to-edit drafts sitting in your drafts folder, written in your voice.

  You approve: Before any reply is sent: you open each draft, check facts (prices, dates, promises) and send it yourself.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Inbox & admin

  Find newsletters you never read and unsubscribe from the ones you choose

  Handoff 3 Acts, but reversible

  Fewer unwanted newsletters, without losing the ones you rely on.

  You approve: Approve the final list of senders, name by name, before it clicks any unsubscribe link.

  Suggested: Claude, ChatGPT, Open agents & automations

• Inbox & admin

  Propose meeting times from your calendar in a reply draft

  Handoff 2 Drafts for review

  A draft reply offering three times that genuinely fit your calendar.

  You approve: Before the reply is sent and before anything goes in your calendar: check the times against your real day (travel, school run, focus time).

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Research

  Shortlist three suppliers for something your business needs

  Handoff 1 Read-only research

  A comparison table of three credible suppliers with prices, terms and links.

  You approve: Before you contact or pay any supplier: open each supplier's own website and confirm the price and terms yourself.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Research

  One-page snapshot of a competitor's offer and prices

  Handoff 1 Read-only research

  A one-page summary of what a competitor sells, for how much, and how they describe it.

  You approve: Before you change your own prices or copy: check the figures on the competitor's live site.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Research

  Find grants or funding schemes your business might qualify for

  Handoff 1 Read-only research

  A list of possible schemes with eligibility, deadlines and official links.

  You approve: Before you start any application: read the eligibility rules on the funder's official page.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Research

  Summarise an official guidance page in plain English

  Handoff 1 Read-only research

  A plain-English summary of what the guidance asks of you, with the parts to check.

  You approve: Before you rely on it: read the original sections it points to, or ask a qualified adviser.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Sales follow-up

  Draft follow-ups for quotes with no reply after seven days

  Handoff 2 Drafts for review

  Friendly follow-up drafts for every quiet quote, ready for you to send.

  You approve: Before each follow-up is sent: check the quote is still valid and the customer has not already replied by phone or another channel.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Sales follow-up

  Research a new lead before your first call

  Handoff 1 Read-only research

  A one-page brief: what the business does, recent news, and three good questions to ask.

  You approve: Before you quote anything from it on the call: check the fact on the lead's own website.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Sales follow-up

  Update your CRM or deal spreadsheet with notes from recent emails

  Handoff 3 Acts, but reversible

  Deal records that reflect the latest emails, without retyping.

  You approve: Review the proposed changes as a list (record, field, old value, new value) before it writes anything.

  Suggested: Claude, Microsoft Copilot, Open agents & automations

• Sales follow-up

  Turn call notes into a first-draft proposal

  Handoff 2 Drafts for review

  A structured first draft proposal you can finish in a fraction of the time.

  You approve: Before the proposal goes to the client: check every price, date, deliverable and promise yourself.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Customer support

  Draft answers to common customer questions from your own FAQ

  Handoff 2 Drafts for review

  Accurate draft answers built only from your own policies.

  You approve: Before each answer is sent: check it matches your current policy, especially on returns, refunds and delivery.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Customer support

  Tag and prioritise incoming support messages

  Handoff 3 Acts, but reversible

  Every new message labelled by topic and urgency, so the right ones get answered first.

  You approve: Approve the labelling rules on a sample of 10 messages before it labels anything else, and re-check weekly.

  Suggested: Claude, ChatGPT, Open agents & automations

• Customer support

  Draft replies to online reviews

  Handoff 2 Drafts for review

  Calm, specific reply drafts, especially for the tricky reviews.

  You approve: Before anything is posted publicly: you read the reply, check it reveals no private customer details, and post it yourself.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Customer support

  Check refund requests against your policy and prepare a decision

  Handoff 4 Acts irreversibly, or with money or people

  Each request checked against your policy with a recommended decision and a reply draft.

  You approve: You approve every decision and issue every refund yourself in your payment system. The agent never has access to refund buttons.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Finance admin

  Chase overdue invoices with polite reminders

  Handoff 4 Acts irreversibly, or with money or people

  Polite, escalating reminders for each overdue invoice, sent only after you confirm they are unpaid.

  You approve: Before each reminder is sent: confirm in your accounts or bank that the invoice is still unpaid, then approve that specific email.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Finance admin

  Turn a folder of receipts into an expense spreadsheet

  Handoff 2 Drafts for review

  A spreadsheet with date, supplier, amount, VAT if shown, and category for each receipt.

  You approve: Before you submit, file or claim anything: check totals and VAT figures against the receipts.

  Suggested: Claude, Microsoft Copilot, Open agents & automations

• Finance admin

  Suggest categories for bank transactions you export

  Handoff 2 Drafts for review

  Suggested categories for every transaction, ready for you to accept in your accounting tool.

  You approve: Before anything goes into your accounts: review every suggestion, especially anything marked uncertain.

  Suggested: Claude, Microsoft Copilot, Open agents & automations

• Finance admin

  Prepare a weekly list of bills to pay

  Handoff 4 Acts irreversibly, or with money or people

  One list of bills due this week with amounts, due dates and payee details checked against past payments.

  You approve: You check each payee and amount, and you make every payment yourself in your bank. Any changed bank details are verified by phone using a number you already hold.

  Suggested: Claude, ChatGPT, Microsoft Copilot, Gemini

• Content & social

  Turn your rough notes into a blog post draft

  Handoff 2 Drafts for review

  A clear first draft in your voice that you can finish in minutes.

  You approve: Before publishing: check every fact, name and claim, and make sure it sounds like you.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Content & social

  Plan a week of social posts from one article

  Handoff 2 Drafts for review

  Five to seven post drafts with suggested days, adapted for each platform.

  You approve: Before anything is scheduled or posted: check each post, image choice and link.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Content & social

  Schedule posts you have already approved in your social tool

  Handoff 3 Acts, but reversible

  Your approved posts queued in your scheduling tool at the right times.

  You approve: Approve the final calendar (text, image, time) before it schedules anything, and check the first post goes out correctly.

  Suggested: Claude, ChatGPT, Open agents & automations

• Content & social

  Draft your monthly customer newsletter

  Handoff 2 Drafts for review

  A newsletter draft built from your month's news, ready to load into your email tool.

  You approve: Before it goes to your list: send a test to yourself, check links and offers, then press send yourself.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Operations & reporting

  Compile a weekly numbers report from your spreadsheets

  Handoff 1 Read-only research

  A one-page weekly summary of your key numbers and how they changed.

  You approve: Before you share the report with anyone: spot-check three numbers against the source sheet.

  Suggested: Claude, Microsoft Copilot, Open agents & automations

• Operations & reporting

  Turn meeting notes into actions and owners

  Handoff 2 Drafts for review

  A clear list of who does what by when, ready to share.

  You approve: Before it is shared with the team: check owners and deadlines are what was actually agreed.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Operations & reporting

  Tidy a messy shared folder into a clear structure

  Handoff 3 Acts, but reversible

  A tidy folder structure with files moved into place, and nothing deleted.

  You approve: Approve the proposed folder plan (every move listed) before it moves anything. Deleting is never part of this job.

  Suggested: Claude, Microsoft Copilot, Open agents & automations

• Operations & reporting

  Flag stock that needs reordering

  Handoff 1 Read-only research

  A short list of items below their reorder level, with suggested quantities.

  You approve: Before you place any order: check the flagged items against what is physically on the shelf.

  Suggested: Claude, Microsoft Copilot, Open agents & automations

• Personal admin

  Compare travel options for a work trip

  Handoff 1 Read-only research

  Three sensible options with times, prices found and trade-offs, so you can book in one go.

  You approve: Before you book: check the price and times on the operator's own site; you make the booking.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Personal admin

  Cancel a subscription you no longer use

  Handoff 4 Acts irreversibly, or with money or people

  The subscription cancelled, with confirmation saved, once you have confirmed it is the right one.

  You approve: You confirm the exact subscription and approve the final 'Cancel' click. Download anything you need from the account first.

  Suggested: Claude, ChatGPT, Open agents & automations

• Finance admin

  List the renewal and notice dates in your contracts

  Handoff 1 Read-only research

  One table of every contract with its renewal date, notice period and the last day to give notice, each with the clause it came from.

  You approve: Before you rely on a date: open the contract and check the quoted clause yourself, especially any auto-renewal or notice wording. You decide what to renew or cancel.

  Suggested: Claude, Microsoft Copilot, Open agents & automations

• Operations & reporting

  Draft a first-week checklist and welcome note for a new starter

  Handoff 2 Drafts for review

  A dated first-week checklist with owners, plus a welcome note draft, for you to check and send.

  You approve: Before you send or share anything: check every date, name and task, and confirm legal or payroll steps (right-to-work checks, contract, pay) with the official guidance or your adviser. The agent does not create accounts or grant access.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Customer support

  Draft apology replies to customers whose orders are late

  Handoff 2 Drafts for review

  Personalised draft apologies with the real new date, for you to check and send.

  You approve: Before you send anything: check each customer name, order detail and new delivery date, and decide any refund or goodwill offer yourself. The agent does not send or promise compensation.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Operations & reporting

  Draft a job advert and screening questions for a new role

  Handoff 2 Drafts for review

  A job advert draft and a short list of screening questions for you to review and post.

  You approve: Before you post or share: check the pay, hours, location and requirements are accurate, and check wording against official equality and employment guidance or your adviser. The agent does not post, contact candidates or screen people.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Customer support

  Draft appointment reminder messages for tomorrow's bookings

  Handoff 2 Drafts for review

  A ready-to-send reminder for each booking, so fewer people forget and no-shows drop.

  You approve: Before sending: check each name, date, time and address against your diary.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Content & social

  Turn a price or opening-hours change into a customer notice

  Handoff 2 Drafts for review

  A clear notice for your website, email and shop window that you can approve in minutes.

  You approve: Before publishing: confirm every date, price and hour, and that you are happy to commit to it publicly.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Customer support

  Draft a clear price change notice for customers

  Handoff 2 Drafts for review

  A polite, plain notice you can send once you have checked the details.

  You approve: Before sending: check the new prices, the start date and any notice period you owe customers.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

• Sales follow-up

  Draft thank-you notes after a finished job

  Handoff 2 Drafts for review

  A short personal thank-you per customer, ready to review.

  You approve: Before sending: check names, job details and any review request wording.

  Suggested: Claude, ChatGPT, Gemini, Microsoft Copilot, Open agents & automations

No playbooks match those filters yet. Show all playbooks.

"Suggested" agents are the ones with a relevant feature we found in their official documentation. Other agents may still do the job.