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 30 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

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.