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Turn a long conversation into a handoff note

A new session or a new person means explaining everything again.

When to use it Before you end a long session

What you get

A handoff note a new agent can pick up without rereading the whole conversation.

Before you start

  • The conversation has enough context

Steps

  1. Pull out the confirmed decisions
  2. Separate facts, proposals and rejected options
  3. Cut small talk, progress updates and repetition
  4. Write down open questions and the next action

Deliverables

  • Handoff summary
  • Open questions
  • Next steps

Done when

  • No proposal is written up as a decision before it is confirmed
  • The next step can be acted on immediately

Paste this into your agent

Turn this conversation into a handoff note the next agent can work from. Keep only confirmed decisions, user preferences, constraints, key evidence, unfinished work and next steps; list open questions and rejected options separately. Do not fill in missing facts. Stop once you've produced the above; don't go on to anything else.