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Open Brainlet Role changes
Someone moves team or leaves; their projects stay understandable.
Workflow / Project handoffs
Leave the project ready for someone else.
Create an AI-assisted project handoff with status, decisions, source documents and next steps. Use this knowledge transfer template for team transitions and project onboarding.
A good handover explains what changed, why it changed and what remains unresolved. Link working files and distinguish agreed owners and deadlines from items still awaiting a decision.
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All workflow guidesFor the next person.
- 01 Where the project stands
- 02 Decisions and their reasons
- 03 Working files and open questions
- 04 Owners and next steps
Prepared with context. Reviewed by a person.
Try this prompt
Read the shared material for [project] in Brainlet. Prepare a handoff with current status, decisions and reasons, source links, open questions and next steps. Do not invent owners or deadlines. Save it for the team.
- Bring
- Project brief, current status, recent decisions and links to working documents.
- Tools
- Brainlet Context and shared skills. Additional connected apps are only needed when source material lives there.
- Review
- Handoff structure: goal, current state, decisions, working files, open questions, owners and next steps.
Use this prompt in a compatible assistant connected to Brainlet. Replace the placeholders, review the output and save the method as a skill. This guide does not run or install anything automatically.
The workflow
A handover document in minutes, not an afternoon.
- 01
Gather the project
The assistant reads the project's files, decisions and notes in Brainlet.
- 02
Summarise the state
Goal, current status and what changed since the last update.
- 03
Explain the decisions
What was chosen and why, so the next person doesn't reopen settled questions.
- 04
List what's open
Unresolved questions, risks and pending decisions, kept apart from agreed facts.
- 05
Save for the team
The handoff lives in the workspace, where the next person's assistant finds it.
Ways to use it
Knowledge transfer for every kind of change.
Parental & holiday leave
Cover colleagues start with context instead of a scramble.
Client & agency handovers
Pass a project between teams or to a client with nothing lost.
Shift & timezone handoffs
Pick up where another region left off, every day.
Project onboarding
Bring a new teammate up to speed on an active project.
Weekly status updates
The same structure, run every week, becomes the project's running record.
Tools used
What this workflow runs on.
Documents, files & email
Connect your accountRead briefs, sheets and threads where they already live. Access follows each person's own permissions.
- Google DriveFind and read files
- Google DocsRead and edit documents
- Google SheetsRead and update spreadsheets
- GmailSearch threads and draft replies
Product, engineering & analytics
Connect your accountIssues, pull requests, product analytics, monitoring and transactional email.
- GitHubRepositories, issues and pull requests
- PostHogProduct analytics and insights
- Grafana CloudDashboards and monitoring
- ResendTransactional email
Included tools use Brainlet credits. Connecting an account does not include that service’s paid plan. Coming-soon tools are not yet available.
Questions
Frequently asked questions
What should a project handoff include?
The project goal, current status, key decisions and the reasons behind them, links to working files, open questions and risks, and agreed owners and next steps, with anything unconfirmed clearly marked.
How does AI help with knowledge transfer?
The assistant gathers the project's scattered files, decisions and notes from your Brainlet workspace and connected apps, and drafts a structured handoff that a person then reviews.
Will it make up owners or deadlines?
The prompt tells the assistant not to invent owners or deadlines and to mark anything unconfirmed. Always review the handoff before sharing it.
Where is the handoff saved?
In your Brainlet team workspace, where teammates and their assistants can find it later.
Make every handover a clean start.
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