AI service handoff checklist
Agentic Workers | Version 2026-10-18
Blank template. No checks have been completed. Do not include secrets.

PREPARE
[ ] Client: ____________________
[ ] account owners: ____________________
[ ] final deliverable: ____________________
[ ] open work: ____________________
[ ] retained files: ____________________
[ ] agreed retention: ____________________
[ ] support end date: ____________________

REMOVE ACCESS
[ ] Stopped schedules: ____________________
[ ] revoked upload links: ____________________
[ ] revoked app invitations: ____________________
[ ] disconnected accounts: ____________________
[ ] reviewed provider consent: ____________________
[ ] removed membership: ____________________

CONFIRM
[ ] Client receipt: ____________________
[ ] denied-access checks: ____________________
[ ] source-account access: ____________________
[ ] unresolved exceptions: ____________________
[ ] responsible owner: ____________________
[ ] final acknowledgement: ____________________

Verified by: __________  Date: __________
Evidence reference: __________
Unresolved items and next owner: __________