Give every invitation a reason and a first task.
Colleagues can join a workflow knowing what they contribute and who needs it. Define the first handoff, choose the participants, and explain the sources, review, and questions each role involves.
Choose people around the first handoff.
Use the company setup brief to identify the result and the approval workflow to identify decisions. Employee and manager scenarios help you read the invitation from each person’s position.
Specify the contribution and the information it needs.
A colleague might supply a scope note, prepare a summary, or review the customer-facing version. The company knowledge workflow and task brief keep the material connected to that purpose.
Answer the recipient’s first questions.
State why they are involved, what they return, and who can help. Agree the goal before sending the message through your company’s chosen channel.
Please join the first delivery-summary review as the owner of the project scope. Your first contribution is to identify the applicable scope note and explain which additional requests still need a decision. The preparing colleague will return a source-linked summary for the project manager. Please confirm that this role and the proposed review time fit your responsibility, and send any source or capacity questions to the process owner.
Introduce the workflow through one assignment.
Follow a source into a draft and a review. The AI Chief walkthrough shows the coordination; a specialist Agent helps with a defined part of the work.
- 01
Choose the participant
Name the contribution needed from the colleague.
- 02
Explain the first task
Show the result, sources and intended recipient.
- 03
Route source questions
Assign clarification to the person responsible for the material.
- 04
Ask for acceptance
The reviewer identifies usable sections and specific corrections.
- 05
Review the role
Confirm what the participant should retain or change for the next cycle.
Give questions a clear route.
A source question goes to its owner; a responsibility question goes to the process owner. Use an exception note, the exception workflow, and the dashboard to keep the next action visible.
Invitation planning register
Plan how the role changes hands.
When a participant moves or takes leave, name the replacement and transfer the current source, questions, and authority. The handoff template and human control guide help preserve that context.
| Change | Question to resolve | Person responsible |
|---|---|---|
| A colleague is away | Who may accept the next handoff? | Process owner |
| A person changes role | Which sources and decisions remain relevant? | Team lead and source owner |
| A review is reassigned | Does the new reviewer have authority and context? | Authorizing manager |
Read the invitation with its intended recipient.
Ask them to describe their contribution. Use the first Agent guide for AI assignments. Check the information guidance and integration requirements, compare plan scope, or use the company form to outline your team.
A complete participation message.
Adapt the scope, reviewer, and timing to the actual assignment.
PLANNED PARTICIPATION: DELIVERY SUMMARY We are asking you to review the scope references because you own the applicable project material. The coordinator prepares the summary, you confirm the source context, and the manager reviews the intended use. Please return the relevant scope reference, any correction to its interpretation, and the requests that need a separate decision. Commercial commitments remain with the authorized decision maker. If the source needs clarification or the timing needs to change, tell the process owner before the review. After reading this message, describe the first result you will provide and who receives it so we can confirm the agreement together.
Questions, answered.
Who should join first?
The people supplying the source, preparing the result, and reviewing or deciding the next action.
What should the invitation explain?
The reason for participation, first contribution, sources, recipient, and route for questions.
How should a role disagreement be handled?
Ask the participant to explain the actual responsibility and adjust the plan with the process owner.
What should a replacement receive?
The current task, sources, open questions, and scope of authority.