Managed agents / SETUP & MONTHLY CARE
Task handoff agent
Turn an approved instruction into a clear task in the existing board and preserve a receipt of what changed.
30-minute call. Setup and monthly care scoped together.
At a glance
- Best fit
- Teams that want an assistant to help maintain a real task board without losing ownership or traceability.
- Tools to assess
- Shared task board, Internal AI assistant, Action audit log
Available actions depend on your accounts, permissions and integrations.
How it works
Starts when: An authorized team member requests a supported task action.
Resolve the intended task or board through a bounded search.
Prepare the task title, state or priority change with the exact target visible.
Apply the permitted action after the required approval and current-access check.
Record the result and return a clear receipt, escalating ambiguous targets.
In practice
Illustrative scenario: a manager asks to reopen a task; the agent finds the exact item, applies the approved change and links the result.
Illustrative example. We test against your tools, rules and representative cases.
Where your team steps in
People clarify ambiguous targets and approve changes according to role and action policy.
Setup & monthly care
What to have ready
- A supported task system and identity mapping
- Allowed actions and approval rules
- Clear task ownership and audit retention
What happens after launch
We review failed or incomplete runs, maintain agreed connections and adjust approved rules as your process changes.
Your proposal defines the workflow owner, review schedule, support coverage, usage costs and included changes.
Explore managed agents services and our South Florida service areas.
What we track
Set a baseline with your workflow owner. Review targets against your process and volume.
- Requested actions completed with receipts
- Ambiguous requests routed for clarification
- Duplicate actions prevented
LET’S MAKE WORK FLOW
Bring us the busywork.
We’ll help you choose a useful first automation.