# Design the handoffs between my team and an AI agent

A human-agent workflow showing who does each step, what passes at every handoff, where people check, and how work returns to the agent.

- Topic: Working with AI
- Framework: Few-Shot
- Level: Advanced
- Tags: Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/design-the-handoffs-between-my-team-and-an-ai-agent

## Prompt

```text
Design a workflow where my team and an AI agent share a process, with clear handoffs in both directions.

**The process:** [WHAT IT ACHIEVES and its main steps - e.g. "triage inbound supplier invoices and resolve mismatches"]
**What the agent will do:** [TASKS, systems it can reach, actions it can take]
**People involved:** [ROLES, working hours, how they will be notified - e.g. "AP clerk via Teams", "finance manager via email"]
**Volume and timing:** [items per day, deadlines, service levels]
**Stakes:** [what goes wrong if a handoff is missed or wrong]

Return:
1. **Workflow table:** Step | Owner (Agent / Human / Agent then human check) | Input | Output | Handoff to | Handoff trigger | Time limit.
2. **Handoff packets** - for every agent-to-human handoff, exactly what the person receives: the item, what the agent did, what it is unsure about, the evidence, and the decision needed. Keep each packet readable in under a minute.
3. **Return path** - how a person sends work back to the agent (approve, correct, reject with a reason) and how the agent uses the correction.
4. **Queue and ownership rules** - who picks up items, backup cover, what happens to items left waiting, and how nothing is lost between shifts.
5. **Exception lane** - cases that skip the agent entirely and go straight to a person.
6. **Team impact** - what changes in each role, the new skills needed, and the review workload this creates, marked as estimates.
7. **Pilot plan** - run it on a small, low-risk slice first, with the measures that decide whether to expand.

Rules: never let an item sit with no named owner; default to a person when the agent is unsure; keep decisions about people, money commitments, and anything irreversible with a human.
```

## What to fill in

- TASKS, systems it can reach, actions it can take
- items per day, deadlines, service levels
- what goes wrong if a handoff is missed or wrong

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