Shift Handoff

Live Standard plan or higher · Team member

Industry: Hospitality: this app appears only in company workspaces set up for that vertical.

Shift handoff notes for FOH and BOH teams.

Workspace fields

These labels match the live EZ4YouTech.com workspace (sidebar provider + main panel):

• Goal for shift handoff (required), text field in the workspace
• Target / due date (optional), date field in the workspace
• Planning horizon (months) (optional), slider field in the workspace
• Handoff notes / patient or ticket list (required), textarea field in the workspace

Primary action button: Generate plan

Workspace overview

Before you start

• Sign in as a team member on your company workspace (admins connect AI accounts separately).
• Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
• Verify your plan includes Standard apps: locked apps show which plan unlocks them.

Step-by-step

1. Open the app: In the workspace sidebar, select Shift Handoff under Industry apps.
2. Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
3. Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
4. Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
5. Use sample inputs (optional): Click Use sample inputs above the form to load demo values from the tutorial, then edit before you run.
6. Fill Goal for shift handoff: On the Intake tab, enter Goal for shift handoff (required). Required fields are marked with *.
7. Fill Target / due date: On the Intake tab, enter Target / due date (optional). Required fields are marked with *.
8. Fill Planning horizon (months): On the Intake tab, enter Planning horizon (months) (optional). Required fields are marked with *.
9. Fill Handoff notes / patient or ticket list: On the Intake tab, enter Handoff notes / patient or ticket list (required). Required fields are marked with *.
10. Run the app: Click Generate plan. Output appears on the Result tab with download and regenerate options.
11. Review before client use: Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace: use only data you are allowed to process. Field names match the live product.

Goal for shift handoff

Draft a 90-day cash-flow outlook for the practice

The business outcome you need (forecast, timeline, argument outline).

Target / due date

2026-05-31

End of the month or quarter you are reporting on.

Planning horizon (months)

6

Planning horizon in months.

Handoff notes / patient or ticket list

Avg revenue $42k/mo · Payroll $18k · Rent $6k · One-time equipment $12k in August

Facts, constraints, and sequence: the AI will not invent dollar amounts you omit.

Try these scenarios

Adapt these prompts to your client: do not paste payment card numbers, SSNs, or full IDs.

• Build month-end close checklist from AR and AP notes provided.
• Outline 90-day cash-flow steps without inventing revenue numbers.
• Case timeline draft from intake notes and hearing dates only.

Expected result

Shape of the AI output in the Result panel: review before client use.

Example output (plan)

• Steps sequenced from your goal and notes
• Assumptions labeled; no invented revenue figures
• Checklist your team can execute or paste into a doc

Tips

• Keep inputs specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers: use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade your plan or confirm AI account setup.

← Back to industry tutorials · Getting started · FAQ