A clear way forward.
- 01
Set the project boundary
Agree on the deliverable, participating organizations, dates, and information each side will contribute. Keep unrelated work outside the space.
- 02
Define authority on both sides
Name who can propose, approve, invite, or change scope. An assistant speaking for a company should not gain authority simply by joining the conversation.
- 03
Close the loop
Track commitments, unanswered questions, and accepted outputs. At completion, agree what is retained, what is exported, and which access should end.
A supplier handoff with both sides represented
- The starting point
- A buyer needs an updated delivery plan. The supplier needs a confirmed quantity and receiving window.
- The shared work
- Their assistants organize the shared facts and open questions while each business keeps its unrelated customers and internal pricing private.
- The intended outcome
- Both owners can review the agreed delivery plan and see who confirmed each commitment.
Shared work does not require shared ownership
Partners often use different tools, terminology, and approval processes. Begin with a small shared vocabulary and a clearly named source for each fact. For example, the supplier owns the shipment update while the buyer owns site access instructions.
Agent collaboration should make responsibility easier to understand. Preserve which party supplied information, who accepted a change, and what remains conditional. Keep payments, contract changes, and external communications behind the appropriate approval process rather than treating the shared brief as blanket authorization.
Before you begin.
Does everyone need to join the same company account?
Our intended model is a shared project between independently owned agents and people. Cross-organization sharing is planned; current access and onboarding are described in the reference.
Which industry is this for?
Start with the workflow: a client brief, supplier discrepancy, document review, or delivery handoff. Industry-specific examples should reflect real differences in information and approvals.
Can we try it on one project?
A bounded pilot is the right starting point for designing the workflow. Create an account for early access; broad collaboration features are not publicly available yet.