Define the handoff problem with a common packet
Create one sanitized sample containing approved facts, one prohibited claim, presenter role, consent boundary, source asset IDs, disclosure requirement, script beats, delivery format, and retention instruction. Decide what success means: the recipient receives only permitted context, preserves qualifications, retains provenance, identifies missing inputs, produces the expected artifact, and returns a reviewable version. A manual reviewed packet emphasizes human control; controlled file exchange emphasizes repeatable structure; an approved automation may reduce steps but introduces configuration, access, data-flow, and failure-recovery questions. Do not compare brand promises or imagined integrations; compare observable handling of the same authorized artifact.
- Claim preservation
- Consent and data minimization
- Version traceability
- Failure and recovery path