Draft the workspace orientation and access-confirmation note
Produces the short client-facing note explaining how to navigate and use the shared workspace and communication channel, framing the access-confirmation step.
In / outWorkspace details (folder link, channel, access granted) + client context → client orientation note ready to send
You might say…
“I set up the shared folder but clients still email me attachments for weeks because they didn't realise they had somewhere to put things.”
What it does
Produces the short client-facing note explaining how to use the shared workspace and communication channel, and frames the confirmation that access works. Used right after provisioning, judging what the specific client needs to know to start operating in the space.
Trigger: Use right after provisioning the workspace, when you need to tell the client what exists, how to use it, and confirm it actually works for them.
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The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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