The handover
Every line says where it came from.
Each item cites its sources: an email subject and date, a document link, a team-chat link or a Basecamp link. The successor can tell what's proven, what's a hunch and what to do next.
- EVIDENCEWhat the capture shows, with its sources.
- INFERENCEWhat that suggests. Labelled, never passed off as fact.
- ACTIONThe next step, and who should take it.
Passwords, keys and one-time codes are never copied in, and personal, medical, HR and pay matters are left out. A section that failed or was cut short is flagged at the top instead of padded. Share it with the successor and manager in one click, inside your company only.
Generated 31 Oct 2026 from the last 90 days of activity
KT: Priya Sharma
Sources: Gmail (166 threads, 7 possibly awaiting reply); Drive (212 recent documents, 58 shared); Team chat (182 messages, 3 channels created); Basecamp (34 open to-dos, 61 completed).
Needs review before use: section 4 (cut off).
1. Role description
Runs mid-market renewals end to end: pricing, contract terms and the Monday pipeline report. About half of their time goes to renewals, though the title says Account Executive.
2. Ongoing work
Brightline Logistics renewal
EVIDENCE Quote v3 sent to Ravi Kumar; no reply since.
Gmail · 24 Oct
INFERENCE The renewal is stalled on price, not terms.
#deals · 28 Oct
ACTION Daniel calls Ravi before 8 Nov.
5. What breaks when they leave
INFERENCE The Monday pipeline report is built by hand from Priya's sheet. Nobody else has edited it this quarter.
6. Questions for the exit interview
Which vendor portals use your personal login? (#ops, 12 Oct)