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The Handover Keeper

Writes the checklist for whoever covers while someone is away.

One idea for an assistant Innovation Theory could build around the way your office already works. Someone on your team stays in charge of it.

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ORGANIZE FIRST

At a glance

Get ready first: Current procedures, a task list, who to call when it goes wrong, and a handover owner.

A normal Tuesday

Linda is finally taking a week off. The assistant gathers the approved steps for each recurring task she owns and drafts a handover with the next action and where the source lives. The backup walks through it while Linda is still in the building to correct it.

Who it fits

ORGANIZE FIRST means exactly that. A source worth trusting and a named reviewer come before any tool does.

Who gets it in order.

In Denver and the surrounding communities, Get It Together, Denver comes to your office and gets the records and the written steps in shape. Innovation Theory builds the assistant. Farther out? Start with Innovation Theory and talk through the technical side.

What it is set up not to do.

It is set up not to copy a password or assume the backup is allowed to open private records.

Who checks the work

The usual owner and the backup test the handover together, before the time off starts.

Before any pilot starts, agree which records it may touch, try it on a small sample and make sure you know how to switch it off.

An AI assistant with a real person behind it.

We call it Managed Office Assistance. Innovation Theory builds the Handover Keeper and looks after it. It drafts the handover for the person covering. The usual owner and the backup walk through it together before the time off starts.

Get It Together, Denver gets your records and procedures in order, in your office. Before the assistant touches anything, we all agree who checks its work and what it’s allowed to see.

See how it works Request a live demo

Rather talk it through?

Call (303) 900-8931 or send a text. Tell us what’s piling up. That’s enough to start.

Let’s talk Or try a free check first