Coordinate shared plans with a trusted person

Can Instinct do this?

“Coordinate shared plans with a trusted person” has Independent report as of 2026-10-04. This shows an observed capability, not a guaranteed result for every account, region, or provider.

Before you delegate it

Use Instinct's Trusted Person workflow to coordinate logistics or shared tasks between people and their assistants.

• calendar availability
• selected messages or email

Safer workflow

1. Specify the result you want and any conditions the agent must not change.
2. Ask Instinct to research or prepare first, then pause before a payment, cancellation, or other consequential action.
3. Before approving, check the amount, recipient, dates, policy, and sensitive details.
4. Afterward, confirm the result in the original service or account.

How to verify completion

A coordinated plan with responsibilities, timing, and unresolved decisions clearly attributed.

For payments, bookings, accounts, and messages, use the provider's record rather than the agent's completion message as the final confirmation.