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Outcome: another person can pick up the work without reconstructing it from chat history. Before you start: use a vault appropriate for the client information. You need write access for the handoff page; the receiving teammate needs existing read access and Editor access if they must update it. An external client is not automatically a workspace member.

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1. Save the current state

Create a handoff page with this outline:
Separate confirmed facts from proposed next steps. Review the page for material the recipient should not receive.

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2. Verify access

Ask the recipient to open the handoff and key source pages. Use a team vault when membership should differ from Company. A folder alone does not create a separate access boundary.

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3. Send a focused request

On the saved page, select Send to… and ask the authorized teammate to confirm ownership of the next action. The request appears in their Waiting on me list. If you are continuing later yourself, use Park instead.

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4. Resume and close the loop

The recipient opens the source or copies its resume prompt into their chosen tool. They update durable decisions in Knowledge and mark the request done when its requested work is complete. Follow-ups do not launch an agent or schedule a reminder.

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Check your result

The recipient can explain the current state, name the next action, and open the evidence. The source remains usable even after the Follow-up expires.

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Sharing with an external client

If a client only needs a read-only view, a vault admin can create an appropriately scoped share link. Review the audience and remember that shares show live content. Send to… is for authorized workspace recipients and is not external email delivery. If it did not work: Fix a share link. Next: Review and resume work.