Relay reads the systems where someone actually worked — mail, calendar, Slack, Jira, GitHub, Notion — and hands their successor a complete, evidence-backed handover. Every relationship. Every open promise. Every recurring obligation. In a day, not a quarter.
Handover_notes_final.docx
2 pages · written on her last day
Handover — Priya Raghavan
63 findings · 91% coverage · 4 actions before transfer
Relationship
Tom Bradshaw, Halvorsen — weekly call, sole contact
Open promise
$4,200 credit promised 14 Aug, not raised
Recurring
Renewal re-pricing Flow, 1st of month
Access
Only Salesforce admin; owns 14 Flows
Relay reads the work, not the notes. Who they dealt with, what they committed to, what runs monthly, which system only they could log into.
No guessing. The successor asks in plain language and gets the email, ticket or message behind the answer.
Connect the accounts the person actually used. Read-only, scoped to a date window, revocable any time.
Open promise
$4,200 credit promised to Halvorsen E-201
…I'll raise a $4,200 credit against the August invoice before your renewal opens in November…
Nothing is asserted without a source. Managers verify, successors trust, auditors can trace.
Who approved the three overrides in the comp-plan table?
No trail in mail, Slack or Jira.
Asked in the exit interviewHow is the quarterly sandbox refresh done?
“Six steps — I never wrote them down. Here they are…”
Answered by Priya · folded into the handoverThen it asks the one person who knows. Gap questions become a short voice interview; answers are folded back in and marked human-confirmed.
Renewal notices, promised credits, filing deadlines: everything with a date, counted down before it's missed.
Every account and elevated permission, including the ones IT never recorded, ordered by what breaks first.
Per counterpart: cadence, channel, tone, last contact, and whether anyone else has ever spoken to them.
Works with
How access works
42%
of what an employee knows is known only to them.
Panopto, Workplace Knowledge and Productivity Report
90–120 days
is what a proper handover takes. Most teams get two to four weeks of notice.
Operator interviews on role transitions
3 / 6 / 12 months
of retention buffer paid while teams work out what someone actually did.
Typical M&A and key-person retention terms