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Use Case

Smooth shift handovers, every time Smooth shift handovers, every time

Critical information gets lost between shifts. Night team notes are messy, day team misses context. Triform collects everything and generates a clear handover document — so nothing falls through the cracks.

  • Complete context transfer between shifts
  • Structured summaries replace messy notes
  • Accountability for what was handed over
Design this flow with us See how it works
The Challenge

The reality of shift handovers today

Shift handovers are critical moments, but they often rely on informal communication:

01

Handover notes are scribbled quickly at the end of a long shift

02

Important details are mentioned verbally and forgotten

03

Incoming teams waste time figuring out what happened

04

No record of what was communicated for accountability

The Solution

How this flow looks in Triform

In this setup, a Slack channel or simple form captures shift notes throughout the day. Before each shift change, Triform gathers these notes plus open tickets and incidents, compiles a structured summary, and delivers it to the incoming team automatically.

Start from a single prompt

Describe your full workflow in one go and let Triform design the flow with you.

Example prompt for this automation

Pure Automation

Consistent handovers, zero effort

Handover summaries generate automatically at shift change. Teams just need to log notes during their shift. This means:

  • Complete information transfer every single time
  • Incoming teams start productive immediately
  • Full audit trail of shift communications

From verbal handoffs to structured handovers

01

Set up note-taking channels for each shift

02

Connect your incident and ticket systems

03

Configure handover timing and recipients

04

Define your summary template and sections

Ready for bulletproof shift handovers? Let's automate your operations.