The everyday jobs automation leaves unfinished.

Check a document

An invoice has been read automatically, but the total does not match the purchase order. A team member checks the source documents, records the difference and refers anything outside their authority to you.

Examples in a business

• Invoice and purchase order checks
• Missing details in application forms
• Checking AI-drafted customer letters
• Comparing extracted information with the original document

Follow up by phone

Your system has sent the reminders, but a delivery date is still unconfirmed. A team member makes the call, follows your instructions and records the outcome so the job can move on.

Examples in a business

• Booking confirmations
• Supplier delivery follow-ups
• Missing order information
• Appointment changes

Check customer and business records

Two customer records look like the same business, but the addresses differ. A person checks the available information against your rules before a record is merged or changed.

Examples in a business

• Duplicate customer records
• Mismatched order details
• Incomplete business records
• Checking information copied between systems

Arrange a real-world check

Sometimes a screen cannot tell the whole story. We can discuss a photo or physical check where it is practical to arrange. The location, permissions and person carrying it out need to be agreed first.

Examples in a business

• Photographic confirmation where available
• Checking a reported condition
• Confirming an item is present
• Collecting evidence for an operational query

Handle the exception

A customer asks for something outside the normal process. A team member reads the history, works within the authority you have agreed and records the reason for the decision. Decisions reserved for your manager stay with your manager.

Examples in a business

• Refund requests outside the usual rules
• Customer issues needing a closer look
• Approvals within agreed limits
• Escalating a decision to the right person

AI agent human handoff, in plain English

A handoff is the point where your automation asks a person to take over a job. It should include what happened, the information needed to check it and the rule the person should follow.

For example, a refund request outside the usual policy can go to a reviewer with the order details and customer history. The reviewer records a decision within their authority or refers it to your manager. The result then goes back into the process.

The setup kit for Codex and Claude Code helps turn a process like this into a workflow brief. Rehearse locally with sample data, then agree how it will work in your actual tools. The kit does not submit live tasks.

Choose a useful first process

Start where unfinished work creates repeated interruptions. Bring a few examples and a rough idea of how many arrive each week. We can then discuss whether a defined checking or follow-up role would help.

Read how human in the loop works or explore full-time and shared support.