Safe Handoff

Compile a weekly numbers report from your spreadsheets

Handoff 1 Read-only research Reviewed 14 Oct 2026 Set-up: 30 minutes

Who it's for
Owners who track sales, bookings or jobs in spreadsheets
Outcome
A one-page weekly summary of your key numbers and how they changed.
Why Handoff 1
It reads your spreadsheets and writes a summary. It changes no data.

Steps

  1. Pick 3-5 numbers that matter (for example sales, new enquiries, jobs completed).
  2. Point the agent at the sheets, read-only.
  3. Ask for this week, last week and the change, with the sheet and cell or row each came from.
  4. Spot-check three figures before sharing.
  5. Once it is reliable, schedule the build, but keep sharing manual.

Copy-paste prompt

Works with any agent. Replace the [square brackets] with your details.

Read (do not edit) these spreadsheets: [names/links]. Build a one-page weekly report for the week ending [date].

For each metric: [list metrics], show this week, last week, and the change. For every figure, say which sheet and which rows or cells it came from. Flag anything that looks like a data entry error. Do not change any spreadsheet and do not send the report to anyone.

Notes for each agent

Only features we found in each provider's official documentation on 14 Oct 2026 are stated as product facts, with the source linked. Product features change; check before relying on them.

Claude Suggested

Cowork can run scheduled tasks (type /schedule) in the cloud without your computer on. Schedule the build of the report, but keep sending or sharing it a manual step.

From official docs Official source

ChatGPT

Run it on demand first. We have not verified current scheduling options in ChatGPT Work for this job, so check before relying on a schedule.

General guidance, not a verified product claim

Gemini

Run it on demand first. We have not verified a Gemini scheduling feature for this job, so check before relying on a schedule.

General guidance, not a verified product claim

Microsoft Copilot Suggested

With a qualifying plan, the Researcher agent can pull the figures from work files you can access into a cited report; ask it to list the file each number came from.

From official docs Official source

Open agents & automations Suggested

OpenClaw automations that need an approval are denied when no approval app is connected, so a run stops rather than acting unseen. In n8n, gate any tool that sends the report behind a human review step.

From official docs Official source 1 Official source 2

Common failure, and how to catch it

What goes wrong
Counting the wrong date range, or double-counting a row.
How to catch it
The 'which rows' rule makes a spot-check take a minute.

Time and cost

Time to set up
30 minutes
Cost
Uses the AI plan you already pay for. Agent features (browsing, connectors, scheduling) may need a paid tier; check your plan before relying on them.

Sources

Reviewed 14 Oct 2026 against the sources above. This playbook has not been tested on every agent listed; it is written to be agent-agnostic.

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