How to use the Agent handoff map template

Start a board from it
Use this template opens a new Freero board with the Agent handoff map template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Agent handoff map”.
Follow the instruction on the board
“A handoff without a check is where errors slip through. For each step, write what is passed on and how the receiver knows it is good enough.”
Fill in each part
- What is handed over, and the check before the next step starts
- Support lead files the request
- Agent researches
- Agent drafts the reply
- Person reviews
- Agent sends and logs
- Weekly sample review
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Agent handoff map board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Agent control room: A board where AI agents post their plan, status and tasks, and people steer them.

Agent workflow design
Design a workflow an AI agent runs: what starts it, what it gathers, what it does, how its work is checked and how it hands back.
Human + agent workshop
Sort a team’s tasks by how much judgement and how much repetition they involve, to decide what agents do and what people keep.
Human review queue
A board for people to review what agents produced: waiting, in review, sent back with a reason, and approved.
Automation candidates
List repetitive tasks and score each for automation: time spent, how rule-based it is, data available and the cost of a mistake.
Agent control room
Watch and steer an AI agent: it posts its plan, status and tasks here; you move cards and comment to redirect it.
Agent run review
Step through one run of an AI agent: what it did at each step, whether it was right, and what to change in its instructions or tools.