Use agents to handle shared to-do items

A shared task list let people and agents pass assignments back and forth for review.

Done with Custom agent· Intermediate· Sep 2026

What they did
They kept one task list that both humans and bots could open. A person would hand a job to an agent, and the agent would take it, switch it to in progress, finish it, then send it to a review inbox. Some agents also grabbed tasks directly from Granola meeting notes and assigned them to themselves.
How it went
Tasks moved between the user and the agents in that setup, with the agent returning finished work for approval. No performance numbers were given.
Tips
Use a clear review step so nothing final happens without approval. This works best when the shared list makes status changes easy to see.

Try it yourself with Lindy

I want you to work from my shared task inbox at [tool or list name]. When I assign you a task, claim it, change its status to in progress, complete the work, and place it back in the review inbox with a short summary of what you did and any open questions. If you find related tasks in [source, e.g. meeting notes], you may add them to the queue and take them on. Before you send any message, spend any money, delete anything, or submit anything, stop and wait for my approval in the review inbox. The tasks to start with are: [paste tasks].

Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.

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