Agent responsibility
Prepare the handoff
Prepare a handoff summarizing agreed work, unresolved questions, and the next specialist’s responsibilities.
Continuity brief
Professional services / Project delivery / Solution blueprint
Client project handoffs
Carry the brief and its decisions into the next phase of work.
Business problem & expected outcomes
The challenge behind
client project handoffs.
Specialists receive an incomplete brief or miss a scope decision when a project moves between teams.
What this workflow is designed to deliver
Continuity brief
Prepare a handoff summarizing agreed work, unresolved questions, and the next specialist’s responsibilities.
How to measure the improvementHandoff completeness; repeated clarification requests; scope changes requiring rework.
Start with the right information.
Client briefs, agreed scope, project notes, reusable procedures, and owner assignments.
Interactive workflow diagram
From project context
to a clear next step.
Prepare a handoff summarizing agreed work, unresolved questions, and the next specialist’s responsibilities.
Professional servicesSelect a stage to explore
Context
Project context
Client briefs, agreed scope, project notes, reusable procedures, and owner assignments.
Prepared outputContinuity brief
Designed around the work
A focused agent. The right capabilities.
Give the agent the context and tools this process needs, with an explicit output and an accountable owner.
Connected tools & context
Bind only the operations this workflow needs. Keep credentials in ART and choose the permitted tools explicitly.
Agent memory
Project & environment scopeStore project files, track decision references, and retain useful project context for subsequent interactions.
Agent Skills
Project & environment scopePackage the checklist, instructions, and expected output as a reusable skill.
The decision boundary
Require the project owner to approve scope and commercial changes before external commitments are made.
ART product mapping
Components used.
Chosen for this case.
Agent Lab prepares the work described below. These are the capabilities that support this workflow.
Datalake
Agent memory
Carry useful context across interactions without reconstructing the entire conversation.
Agent Lab
Agent Skills
Package the checklist, instructions, and expected output as a reusable skill.
Agent Lab
Human approvals
Pause the proposed action for the designated owner to review its evidence.
The implementation, step by step
From source context
to a reviewed result.
- 01
Project context
Client briefs, agreed scope, project notes, reusable procedures, and owner assignments.
Agree the trigger or manual request, record identifiers, and the process owner. - 02
Prepare the handoff
Prepare a handoff summarizing agreed work, unresolved questions, and the next specialist’s responsibilities.
Define instructions, permitted tools, and the expected output. Keep missing information explicit. - 03
Project-owner review
Require the project owner to approve scope and commercial changes before external commitments are made.
Configure the selected policy or approval capabilities before enabling write actions. - 04
Continuity brief
Handoff completeness; repeated clarification requests; scope changes requiring rework.
Compare outputs with reviewed examples and test incomplete, conflicting, and unauthorized inputs.
Before you build
What this implementation needs.
Agent memory
A defined memory scope, permitted context, retention, and rules for updating or removing memory.
Agent Skills
A process checklist, example inputs, and a reviewer-approved output format.
Human approvals
Named reviewer roles, escalation ownership, and timeout and rejection behavior.
Also prepare an ART project and environment, the model configuration appropriate to your agent, an accountable process owner, and approved sample data.
Authority stays with your team
Define the boundary
before enabling the action.
Require the project owner to approve scope and commercial changes before external commitments are made.
Explore execution governanceConnect deliberately.
Map the source material and responsible owners first. Where the selected components require system access, configure scoped APIs or tools. A document-based pilot can start with approved material already available in the workspace.
Make each handoff inspectable.
Keep source references with the prepared output and review representative results before expanding scope. If the implementation includes executable actions, define their required facts and authority first. Apply retention to any stored records, files, or memory used by the case.
Build evidence from your own work
Start small.
Agree what good looks like.
What to measure for this case
Handoff completeness; repeated clarification requests; scope changes requiring rework.
Establish a baseline
Choose a bounded sample of completed cases, record the current process, and agree review criteria with the process owner.
Run in review mode
Use approved sample data and read-only connections. Compare prepared outputs with reviewer expectations, including incomplete and conflicting inputs.
Expand with approval
Enable a limited set of actions only after the team accepts the results. Check approvals, failures, and handoffs before increasing scope.
Make it your workflow
Try this approach
in Agent Lab.
Start with project context. Connect your approved tools, configure the review boundary, and adapt the output to your team's process.
Try Workflow in Agent Lab
Open your ART workspace to configure this use case.
Discuss the setup with usIndustry & department library
Find your next use case.
3 use cases in Professional services
Professional servicesWorkflow design
- ContextProposal requirements
- Agent LabFind approved evidence
- Your teamProposal-owner review
Prepared outputReferenced evidence pack
Solution blueprint
Proposal evidence assembly
Build a reviewable proposal from approved knowledge and source material.
Used in this case
Explore the implementation - Knowledge Base
- File storage
- Human approvals
Professional servicesWorkflow design
- ContextEngagement question
- Agent LabFind reusable expertise
- Your teamCheck project relevance
Prepared outputReferenced working brief
Solution blueprint
Engagement knowledge reuse
Help specialists find approved methods without exposing another client’s work.
Used in this case
Explore the implementation - Knowledge Base
- Agent Skills
- Connectors & MCP
Professional servicesWorkflow design
- ContextProject deliverable
- Agent LabCollect version & evidence
- Your teamReviewer approval
Prepared outputReview status register
Solution blueprint
Deliverable review tracking
Connect draft versions, reviewers, and unresolved comments.
Used in this case
Explore the implementation - File storage
- Dynamic tables
- Human approvals
Professional services / Let’s explore the fit
Discuss your
industry use case.
Tell us where work slows down. We’ll discuss how ART could fit your process, your systems, and the decisions your team needs to own.
