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A practical AI automation handover should explain what was delivered, how it runs, who owns each account, and what happens after launch. Finalizo keeps that closeout in one client-ready record.
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The problem
Without documented trigger logic and scope, clients misunderstand what the automation does — and call it a bug when it's working as built.
OpenAI keys, Make scenario logins, Airtable API tokens, webhook URLs. Transfer only the access the client needs, with context and sensible rotation responsibilities.
OpenAI pricing changes and third-party APIs change. Without an agreed boundary, the client may assume every future failure or model change is included.
What you get
Document what was built, what it triggers, what it costs to run, and what happens when it breaks. Structured templates built for automation projects.
Record selected access details in the project handover with masking and deliberate reveal controls. Finalizo supports handover delivery; it is not a permanent secrets manager.
Define what ongoing support is included and what becomes a new project, then ask the client to acknowledge the handover and boundary.
Practical closeout guidance
List triggers, actions, prompts, schedules, error paths, third-party dependencies and known limitations. Include a short operational walkthrough so the client can understand what success looks like.
Record who owns the automation platform, connected accounts, billing and integrations. Note environment or configuration details only where the client needs them to operate the system.
Give the client the access required for their role, explain where it is used, and recommend rotation or ownership transfer after closeout. Avoid copying secrets into email or chat.
List outstanding items, client responsibilities and post-launch support. The client can review the handover, acknowledge receipt and sign the closeout record; this does not replace the underlying contract.
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Document what you built, transfer selected access responsibly, agree the boundary, and collect acknowledgement in one closeout workflow.