← Playbooks

Handoffs

Hand work off without a 1-hour call.

The workflow

1. Write a one-page handoff: goal, status, open risks, contacts, links.
2. Record a 5-minute walkthrough of the board and files.
3. Have AI turn the transcript into a checklist for the receiver.
4. Book one 15-minute Q&A after the receiver has reviewed it.

Tools we'd use

• Loom: async video walkthroughs; AI tier $24/user
  Price: Business $18/user/mo; Business + AI $24/user/mo (source, checked 2026-10-16 (via search summary))
  Likely allowed at work? Owned by Atlassian; often already licensed [TODO: unknown]
• Notion: handoff page template; full AI on Business
  Price: Plus $10/member/mo annual ($12 monthly); Business $20 ($24) incl. full Notion AI (source, checked 2026-10-16 (via search summary))
  Likely allowed at work? Common; full AI only on Business [TODO: Notion affiliate]

'Likely allowed at work' is a general guide, not legal or IT advice. Check your company's AI policy first.