Assistant Context Boundary Review (Onboarding)

Assistant Context Boundary Review (Onboarding)

1. 01

   Inventory every system the assistant will read from before granting any connection

   List the CRM, project management board, shared inbox, calendar, and chat channels by name, then mark which ones hold client-identifying data versus internal-only notes.

2. 02

   Classify each data source as client-confidential, internal, or public reference

   A retainer client's contract terms and a public brand style guide carry different exposure profiles, and the classification drives what the assistant is allowed to index.

3. 03

   Confirm where captured content physically resides

   On-device tools such as MyHandler keep an encrypted local database, while cloud-connected assistants route transcripts and inbox content through vendor infrastructure; the storage location determines which clients can be onboarded at all.

4. 04

   Write the retention window for meeting transcripts and screen captures into the client agreement

   Thirty, sixty, or ninety days are all defensible, but an undefined window is not; regulated clients will ask for a number during procurement review.

5. 05

   Name the human owner for every automated outbound action

   Scheduling replies, follow-up nudges, and drafted correspondence should each map to a named account lead, so a misfired message has an accountable reviewer rather than a shared inbox.

6. 06

   Run a two-week shadow period where drafts are reviewed before sending

   Calendar assistants like Howie can propose times and handle back-and-forth, but the first fortnight of client-facing replies should pass through a human check to catch tone mismatches.

7. 07

   Document the fallback path for when the assistant is unavailable

   Simultaneous outages across major AI providers have already disrupted agency delivery, so each workflow needs a tested manual alternative before it becomes load-bearing.

8. 08

   Log the boundary review in the client's onboarding record with a scheduled re-review date

   Connections drift as scope expands; a quarterly re-check keeps the assistant's access aligned with the current statement of work.