- AI-Agent
- Ready to Run
Send Handoff Notes
Email ready handoff notes with attachments to pending recipients
Use this Agent instantly or customize it - no programming needed
- Folder change noticeFolder change notice
Your folder alerts the Agent when a handoff note changes.
- Saved folder positionSaved folder position
Your saved folder position helps the Agent find the note that changed.
- Handoff noteHandoff note
Your note carries the Ready flag, approved subject, message, and attachment filenames.
- Recipient sheetRecipient sheet
Your recipient sheet lists each person's address and current send status.
- AttachmentsAttachments
Your note names the files the Agent includes with each email.
- Verified senderVerified sender
Your chosen sender address identifies the account used for these emails.
- Message size limitMessage size limit
Your email account's size limit keeps oversized packets from being sent.
Your shared folder holds the approved packet and saves each recipient's send status.
- Recipient send statusesRecipient send statuses
Your sheet shows each person's send status, time, and reason when a send needs review.
- Recipient send statusesRecipient send statuses
Your sheet shows each person's send status, time, and reason when a send needs review.
- Recipient send statusesRecipient send statuses
Your sheet shows each person's send status, time, and reason when a send needs review.
- Handoff emailsHandoff emails
Your recipients each have a separate send request for the approved note and files.
Your outgoing email service sends each approved packet and reports whether it accepted the request.
- Recipient send statusesRecipient send statuses
Your sheet shows each person's send status, time, and reason when a send needs review.
This Agent waits for you to mark a handoff note Ready in your shared folder. It checks the files and pending addresses, then emails the packet. Your recipient sheet shows each send result.
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GmailUsed as:
- Outgoing email service
Gmail sends each approved packet and reports whether it accepted the request.
Google DriveUsed as:
- Shared folder
Google Drive holds the approved packet and saves each recipient's send status.
Microsoft OutlookUsed as:
- Outgoing email service
Microsoft Outlook sends each approved packet and reports whether it accepted the request.
AirtableUsed as:
- Outgoing email service
Airtable sends each approved packet and reports whether it accepted the request.
Google ContactsUsed as:
- Shared folder
Google Contacts holds the approved packet and saves each recipient's send status.
DropboxUsed as:
- Shared folder
Dropbox holds the approved packet and saves each recipient's send status.
Microsoft SharePointUsed as:
- Shared folder
Microsoft SharePoint holds the approved packet and saves each recipient's send status.
Microsoft Office 365Used as:
- Shared folder
Microsoft Office 365 holds the approved packet and saves each recipient's send status.
- Outgoing email service
Microsoft Office 365 sends each approved packet and reports whether it accepted the request.
ClickSend SMSUsed as:
- Outgoing email service
ClickSend SMS sends each approved packet and reports whether it accepted the request.
KeapUsed as:
- Outgoing email service
Keap sends each approved packet and reports whether it accepted the request.
SendGridUsed as:
- Outgoing email service
SendGrid sends each approved packet and reports whether it accepted the request.
Zoho MailUsed as:
- Outgoing email service
Zoho Mail sends each approved packet and reports whether it accepted the request.
GetResponseUsed as:
- Outgoing email service
GetResponse sends each approved packet and reports whether it accepted the request.
MailgunUsed as:
- Outgoing email service
Mailgun sends each approved packet and reports whether it accepted the request.
MailjetUsed as:
- Outgoing email service
Mailjet sends each approved packet and reports whether it accepted the request.
ActiveCampaign PostmarkUsed as:
- Outgoing email service
ActiveCampaign Postmark sends each approved packet and reports whether it accepted the request.
Mailchimp TransactionalUsed as:
- Outgoing email service
Mailchimp Transactional sends each approved packet and reports whether it accepted the request.
Microsoft ExchangeUsed as:
- Outgoing email service
Microsoft Exchange sends each approved packet and reports whether it accepted the request.
KintoneUsed as:
- Outgoing email service
Kintone sends each approved packet and reports whether it accepted the request.
Made for your industry
Send Handoff Notes is made for businesses in these industries.
- IT Services
Email approved service handoff notes and files to client contacts.
Show all Agents for the IT Services industry - Consulting
Send approved engagement handoffs to client contacts and log each send.
Show all Agents for the Consulting industry - Construction
Send approved project handoff notes and files to each site contact.
Show all Agents for the Construction industry - Architecture and Engineering
Email approved design handoffs and files to named project contacts.
Show all Agents for the Architecture and Engineering industry - Event Management
Send approved event handoff notes and files to named vendors.
Show all Agents for the Event Management industry
Made for your role
Send Handoff Notes is made for people in these roles.
- Project Coordinator
Send approved project handoffs to each recipient and track the results.
Show all Agents for the Project Coordinator role - Document Controller
Distribute approved handoff files and log each recipient's send result.
Show all Agents for the Document Controller role - Operations Coordinator
Email ready handoff notes to named contacts and log each response.
Show all Agents for the Operations Coordinator role - Account Coordinator
Send approved client handoffs with files and log each send result.
Show all Agents for the Account Coordinator role - Customer Communications Coordinator
Send approved handoff messages with files and record each send result.
Show all Agents for the Customer Communications Coordinator role
Made for your department
Send Handoff Notes is made for people in these departments.
- Project Management
Send approved project handoffs to named contacts and log the results.
Show all Agents for the Project Management department - Client Services
Send approved client handoffs with files and track each recipient's status.
Show all Agents for the Client Services department - Operations
Email ready handoff notes to each contact and track exceptions.
Show all Agents for the Operations department - Document Control
Log each send result as approved handoff files go to named contacts.
Show all Agents for the Document Control department
How Send Handoff Notes works
5 steps, in order, on every run.
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Find the ready noteFind the changed note in your shared folder and read its recipient sheet. Stop without sending if the note is not marked Ready.
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Check the packetCheck the subject, message, attachments, and size limit. Record missing pieces for your review and stop the batch.
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Select pending recipientsSelect rows marked Pending with valid, unique addresses. Skip blank, malformed, or duplicate addresses and record the reason.
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Send separate emailsMark eligible rows Submitting, then email the note and attachments to each address. Leave uncertain sends for coordinator review.
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Record each resultRecord Accepted or Failed beside each recipient, with the send time and any error. Mark uncertain responses Needs review without retrying.
How to Get Started
Connect the tools you already use, such as Gmail, Google Drive or Microsoft Outlook.
19 tools
- Choose the shared folder to watch and connect it with permission to read and update files.
- Use one plain-text handoff note per send batch with a Ready flag, approved subject and message, and exact attachment filenames; keep a recipients.csv beside it with one named email address and a Pending status per row.
- Connect an authorized outgoing email account with a verified sender address and permission to send messages with attachments.
- Set the maximum combined message and attachment size allowed by the outgoing email account.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Handoff Notes:
Keep a plain-text note with a Ready flag, subject, message, and attachment filenames. Put recipients.csv beside it with named addresses marked Pending.
Yes. Choose the shared folder and connect an outgoing email account with a verified sender. Set its maximum message size during setup.
No. Accepted means your outgoing email service accepted the send request. It does not confirm delivery to someone's inbox.
The sheet marks that address Needs review, and your coordinator checks it before trying again. That helps avoid sending a duplicate email.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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