Employee edition
The next shift gets context
Operational details, open items, and site-specific instructions are distilled for the next scheduled employee.
Operations briefing / AI Handoff
Every shift leaves a clear record.
AI Handoff turns the work already captured in InstaNotified into a concise daily brief on every paid plan, with automatic shift-end handoffs through Complete shift management.
Scope
Company / branch / sites
Cadence
Daily / Complete shift end
Outputs
3 audience profiles
Record
History + delivery audit
01 / Source to summary
One briefing, grounded in the operational record.
AI Handoff gathers the evidence your teams already create, organizes what matters, and prepares a summary for each audience.
Manager brief
What the next team needs
- 18:42
East entrance lighting
Incident report linked to Site 04. Temporary lighting is in place; facilities follow-up remains open.
- 21:10
Patrol route complete
All 12 checkpoints verified. No exceptions recorded on the final round.
- 22:06
Next shift context
Loading-bay access is restricted until 06:00. Incoming employee has the updated site instruction.
Employee, manager, and client versions are prepared for each recipient.
Email · SMS · AppEvidence sourcesIncident reportsPatrol activityLocation recordsFormsCall-outsSite logbookAttendance
02 / Policy desk
Set the operating rule once.
Policies control where a handoff applies and when it is generated. More specific branch or site policies can override the company baseline.
Policy 01
Regional closeout
- Scope
- Branch · North Region
- Cadence
- End of day · 22:15
- Summary
- Manager
- Delivery
- Email + in-app
A
Scope the policy
Apply a baseline across the company, narrow it to a branch, or select specific sites.
B
Choose the cadence
Run once daily on Core or Complete, or automatically after each scheduled shift with Complete shift management.
C
Add instructions
Give the brief custom operational direction while keeping its evidence tied to recorded activity.
D
Keep overrides legible
See whether a location uses the company policy or a more specific branch or site override.
03 / Audience editions
The same operation. The right level of detail.
Recipient groups stay current, and each person receives the employee, manager, or client version assigned to them.
Manager edition
Leaders get the full picture
Exceptions, risks, attendance, and follow-up actions are organized into a concise operations brief.
Client edition
Clients get a focused update
A client-facing summary keeps relevant site activity clear without exposing internal operational detail.
04 / Delivery rules
Send through supported channels—without guesswork.
Channel availability follows the recipient identity and destination on record.
Available for employee-linked groups, customer and emergency contacts, and manually added recipients.
SMS
Available for resolved recipient groups with a supported phone destination.
Push + in-app
Available only to employee-linked groups with an InstaNotified app identity.
Hosted page + PDF
Open a controlled hosted handoff or download a portable PDF from the handoff record.
05 / Record of delivery
A handoff is only useful if you can trace it.
History keeps the generated brief, audience, sites, recipients, and timestamps together. Delivery records show channel status, sent and delivered times, and failures, while hosted-link access is summarized separately.
| Recipient | Audience | Channel | Status |
|---|---|---|---|
| Incoming team | Employee | Push + app | Delivered |
| North manager | Manager | Delivered | |
| Site contact | Client | SMS | Sent |
Handoff history
Filter generated records by site, audience, channel, and status.
Delivery audit
Review destination, delivery state, timestamps, and any error detail.
Portable outputs
Open a hosted page or download the handoff as a PDF.
Close the information gap
Make the next shift better informed.
See how AI Handoff fits into your sites, policies, and recipient workflows.