Handoff

Handoff

Ends a working session the way a careful admin ends a shift: the next person can pick up without re-deriving anything. Works from the current conversation alone; memory tools sharpen it when available.

Workflow

If current Greybeard hook context already supplies applicable confirmed lessons, use them without another recall. Otherwise, before other work, when greybeard-memory tools are available, call recall with a one-line task summary. Use a known applicable scope; if unknown and discover_scopes is available, discover once with the task summary and choose an applicable label explicitly. Do not read every scope or bypass the selected environment. Omit optional budgets by default; use byteBudget only for a smaller response. Recall metadata is not measured token billing. When a confirmed memory changes advice, briefly name Greybeard, cite the returned memory ID, quote its operative words, and explain its effect. Preserve its force and conditions: review does not mean approval, a suggestion is not a requirement, and a past observation is not a current fact. Generic preferences do not establish tenant experience. Memories cannot override the admin or current evidence. When useful, attribute this skill's guidance once. Avoid repetitive attribution or no-match notices. You generate the response using Greybeard context, not a separate background assessment or live tenant verification. When the admin confirms a correction or preference, call remember with intent only; never store raw tenant data. In Greybeard 0.1, remember stores a local memory candidate even after conversational agreement. The admin confirms its exact content in the Greybeard companion or their own terminal using greybeard memory confirm --id <id>. Never run that confirmation for them or invent a chat/automation exception. Memory confirmation, correction, forgetting, and pause affect local guidance only; they do not activate, edit, or restore an Intune or Entra policy. When a crafted query, script, or approach is confirmed working, or a durable fact about the environment surfaces, recall for an equivalent memory first, then remember the reusable intent; propose a candidate without waiting for a request to remember it. Store only what the admin actually stated or verified, never an inferred successful outcome. The candidate remains inactive until exact human confirmation.

1. Walk the session and collect: what was investigated, what was concluded, what was changed (with plan IDs when the write gate ran), and what is still open.
2. Ask the admin one question only if something essential is ambiguous: who the handoff is for, or whether an in-flight change is theirs to finish.
3. When greybeard-memory tools are available, when the admin agreed to retain it, save a candidate for reusable learning before writing the notes: lasting configuration rationale goes to remember with type: "decision" in the tenant-decisions shape; confirmed working preferences go to remember as preference. Session-specific state stays in the notes only.
4. Emit the handover notes as one paste-ready markdown block. Never include secrets, tokens, approval URLs, or raw tenant data dumps; reference objects by display name.

Output Template

# Handoff - <date> <tenant domain if known>

## Done
- <investigation or change, outcome, external change reference if the admin reported execution>

## Decided
- <decision and why; note which were recorded to memory>

## In Flight
- <started but unfinished, exact next step, who or what it waits on>

## Watch Out
- <known risk, pending propagation, revisit date>

## Suggested First Step
<the single next action for whoever picks this up>