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Bring useful business context
Add a few current sources that help your employee understand your work.
Reviewed September 10, 2026
Before you begin
Use the capabilities and access included in your CubiCrew handoff.
After intake, bring the information needed to fill its most useful gaps. You do not need to organize your whole business first.
Choose a few current sources
Section titled “Choose a few current sources”Start with an offer description, a customer overview, or an example of work you would happily use again. Explain what each source establishes and which version is current.
Use material you are allowed to share through the channels in your handoff. Keep passwords and account access details out of documents and conversations. For shared files, follow find and share files.
Check what is actually readable
Section titled “Check what is actually readable”Here is context for our work together. List the sources you can actually read, summarize the facts they establish, and flag anything missing, outdated, or conflicting. Ask me about gaps instead of guessing.
A link alone does not prove your employee can read the contents. If it cannot access a source, provide a relevant permitted excerpt or ask your AI Trainer about the connection.
Keep the important parts clear
Section titled “Keep the important parts clear”Label current facts, uncertain details, and things that must not appear in customer-facing work. If two sources disagree, explain which one to use.
Ask how this information will be kept for future conversations. Sharing a document does not by itself confirm it will be remembered.
Ready to continue: your employee can name the sources it used and the questions it still needs you to answer. Next, check the understanding before you give it a job.