USE CASES · KNOWLEDGE TRANSFER
Keep knowledge transfer connected to the work. Preserve departing colleagues’ decisions, context and know-how in sources the team can ask.
Why did Mateo choose the Frankfurt supplier?
The supplier decision cites shorter lead times and a stronger service agreement. The procurement note records the alternatives considered. 1
Why was this decided
What was Mateo working on?
The handover notes list the active supplier review and two open approvals. Each item includes its owner and next step. 1
Handover without the handover doc
Where did Mateo leave the pricing review?
The pricing review reached the final comparison stage. The planning note names the remaining decision and supporting spreadsheet. 1
Half-finished projects
What do we know about Pine Works's last renewal?
The account plan records the renewal priorities and agreed reporting changes. The contract holds the commercial terms. 1
Client history
Your managers and HR share answers with sources.
Managers
Why did Mateo choose the Frankfurt supplier?
On request
Which supplier alternatives were considered in the procurement note?
Before deciding
Source answer: The supplier decision cites shorter lead times and a stronger service agreement. The procurement note records the alternatives considered.
Sources: Why was this decided (Google Drive); Pine Works · Supporting notes (Notion).
HR
What was Mateo working on?
Weekly
Who owns the two open approvals in the handover?
Before deciding
Source answer: The handover notes list the active supplier review and two open approvals. Each item includes its owner and next step.
Sources: Handover without the handover doc (Notion); Pine Works · Supporting notes (Google Drive).
Operations
Where did Mateo leave the pricing review?
On request
Which decision remains after the final pricing comparison?
Before deciding
Source answer: The pricing review reached the final comparison stage. The planning note names the remaining decision and supporting spreadsheet.
Sources: Half-finished projects (Google Drive); Pine Works · Supporting notes (Notion).
New owners
What do we know about Pine Works's last renewal?
Weekly
Which reporting commitments and contract terms should the new account owner review?
Before deciding
Source answer: The account plan records the renewal priorities and agreed reporting changes. The contract holds the commercial terms.
Sources: Client history (Notion); Pine Works · Supporting notes (Google Drive).
Managers
Can a project handover include private personnel notes?
On request
Which project notes can the new owner read without private personnel material?
Before deciding
Source answer: The project handover is shared with the new owner. Private personnel notes remain with HR.
Sources: Sensitive files stay protected (Google Drive); Pine Works · Supporting notes (Notion).
HR
What should I read first?
Weekly
What reading order does the handover index recommend?
Before deciding
Source answer: Start with the project brief, decision log and current checklist. The handover index links all three in reading order.
Sources: Ramp the replacement (Notion); Pine Works · Supporting notes (Google Drive).
Search the supplier decision and procurement note to reconstruct the reasons for the Frankfurt choice.
Find the shorter lead times and stronger service agreement behind the supplier choice, with the alternatives recorded in the procurement note.
Collect the departing colleague’s active work, open approvals and next steps from the handover notes.
Find the supplier review and two open approvals, with each item’s owner and next step.
Search the pricing-review notes and spreadsheet to work out where the review stopped.
Find the final comparison stage, the remaining decision named in the planning note and the supporting spreadsheet.
Read the account plan and contract separately before taking over the client’s renewal.
Find the renewal priorities and agreed reporting changes in the account plan, alongside the contract’s commercial terms.
ONE CONNECTED BRAIN
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Open the citation. Read the original wording and surrounding detail.
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FAQ
The supplier decision cites shorter lead times and a stronger service agreement. The procurement note records the alternatives considered. Ask follow-ups in the same conversation and open each citation to check the surrounding detail, then share the source with colleagues who can access the same collection.
The handover notes list the active supplier review and two open approvals. Each item includes its owner and next step. Connect the relevant Drive folder or Notion pages, or upload documents, then follow citations to their original passages from the AI tools your colleagues already use.
Connect Google Drive, Notion and document uploads; Claude, Cursor and Codex ask your company knowledge through HeyBrain MCP. Keep decisions and references available where your team works. HeyBrain supplies knowledge; agents use their own tools for actions requested by the user.
People and agents receive answers from sources they can open. Workspace rules restrict the audience; each agent has its own key and scope. Administrators review requesters, times and source references in activity records alongside workspace membership and source access rules.
Connect your team’s current brief, decision notes and working guide, invite the people who need them and ask a familiar question. Open its source citations before expanding the collection. Align workspace membership and individual agent scopes with each team’s responsibilities.
HeyBrain sends only the context a task needs instead of repeatedly passing whole documents to your AI tool. Use the context calculator to compare the amount you send and your input price. Your team shares the same connected knowledge across tools, so every new conversation can start with the relevant passages and their sources.
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