Finance · Project handover

Keep the context when teams change.

Keep decisions, open approvals and their owners in shared memory, so the next team’s agents can pick up the work.

Fictional example

A passed test becomes an assumed approval.

Cofleet spots a mismatch
A new reporting handover is saved
- Pilot approval
  Testing approved. Live customer data needs Operations approval.
  Saved by Jonas
- New handover
  Tests passed. Ready to report on live customer data.
  Saved by Jonas
Asks Jonas privately
Jonas, has Operations approved live reporting, or is that decision still open?
Jonas clarifies
Person · Project owner
Only testing is approved. Marta in Operations still needs to approve live reporting.
Jonas chooses to save this answer.
Agent drafts the handover
AI handover agent
Reporting tests passed. Live customer data still needs approval from Marta in Operations.
Source: Reporting approval status · Jonas

With automatic checks on, Cofleet can question new guidance saved in shared memory.

Carry the context, not every record.

Make the open decisions and their owners easy to find.

Shared in Cofleet: The approval note, handover and Jonas’s saved answer.
Sensitive records: Customer transactions stay in the bank’s existing systems in this example.
Agent access: The incoming team gives its agent access to the project’s shared guidance.
Human decisions: Operations approves live use. The responsible team decides when to activate it.

Explore another workflow.

Let the next team start with what you know.

Keep the reasoning and open decisions in shared memory.

About Cofleet

Company knowledge, ready for your agents. You decide what they can access. Built in Stockholm, Sweden.

Operated by Cofleet AB, organisationsnummer 559594-0965, Stockholm, Sweden.

Turn your AI into an expert.

Request a demo.

Shared memory for your organization

Cofleet captures knowledge from company sources and experts, turning decisions and corrections into reusable guidance for existing AI tools. Sources stay linked. You choose what enters Cofleet and what goes into each shared memory, with the option to scrub or anonymize sensitive details.

The team

Markus, Co-Founder and CEO. LinkedIn
Gabriel, Co-Founder and CTO. LinkedIn
Viktor, Co-Founder and VP of Engineering. LinkedIn

Contact markus@cofleet.dev.