Printable PDF · 40 pages · Reviewed 14 Oct 2026
The Safe Handoff Starter Pack
Everything on this site, set up to print and use: approval checklists for each Handoff level, a permission set-up worksheet, a handoff policy template, a weekly review and incident log, and all 30 playbooks, one page each.
£19 one-off payment. Instant download after payment. No subscription.
Secure checkout by Stripe. 14-day no-quibble refund: email info@cogniosynthesisportal.uk.
What's inside
- How to use the pack, with contents.
- The four Handoff levels explained: what each allows, the typical checkpoint, how to undo, and how to rate a job yourself.
- A printable approval checklist for each level: before you hand it over, before you approve, and afterwards.
- Agent permission settings worksheet: one page to record how your agent is really set up, plus a page of permission notes for Claude, ChatGPT, Gemini, Microsoft Copilot and open agents, stating only what we found in official documentation, with the source for each.
- Handoff policy template: what the agent may do alone, what needs approval, spend limits and a never-do list, for you or your team.
- Weekly agent review checklist and an incident and mistake log.
- All 30 playbooks (9 at Handoff 1, 12 at Handoff 2, 5 at Handoff 3, 4 at Handoff 4), each on one page: goal, Handoff rating and why, set-up steps, a copy-ready prompt, approval checkpoints, the common failure and how to catch it, and how reversible the job is.
| Section | Pages |
|---|---|
| Cover | 1 |
| How to use this pack | 2 |
| The four Handoff levels | 3 |
| Approval checklists: Handoff 1 and 2 | 4 |
| Approval checklists: Handoff 3 and 4 | 5 |
| Agent permission settings worksheet | 6 |
| Permission notes per agent (verified) | 7 |
| Handoff policy template | 8 |
| Weekly agent review checklist | 9 |
| Incident and mistake log | 10 |
| Playbooks: Inbox & admin | 11–14 |
| Playbooks: Research | 15–18 |
| Playbooks: Sales follow-up | 19–22 |
| Playbooks: Customer support | 23–26 |
| Playbooks: Finance admin | 27–30 |
| Playbooks: Content & social | 31–34 |
| Playbooks: Operations & reporting | 35–38 |
| Playbooks: Personal admin | 39–40 |
Preview
Who it's for
- Small-business owners and solo operators starting to hand real work to an AI agent.
- Small teams that want one written policy for what the agent may do and who approves what.
- Anyone who prefers a printed checklist next to the keyboard to a browser tab.
If you only need one or two jobs, you may not need the pack: every playbook is free on this site.
Honest notes
- Playbooks were reviewed on 14 Oct 2026 against official product documentation. They are written to work with any agent and have not been tested on every agent.
- It is practical guidance, not legal, financial or security advice.
- Agent features change. Each playbook's web page carries the latest agent notes and sources.
Buying, download and refunds
- Price: £19, one-off. Payment is taken on a secure checkout page run by Stripe; we never see your full card details.
- Download: straight after payment you are taken to the download page. Save the PDF (40 pages, A4).
- Refunds: if it is not useful, email info@cogniosynthesisportal.uk within 14 days of purchase for a full refund. No questions asked.
- Problems with the download: email info@cogniosynthesisportal.uk and we will send it another way.
- Licence: for your personal use, or internal use within your own team or business. Please do not resell, republish or share the PDF publicly.
- Seller: Cogniosynthesis Portal Ltd, UK company number 16225073, Wales. See our privacy notice for how order details are handled.