"I thought it was supposed to do X automatically."
Without documented trigger logic and scope, clients misunderstand what the automation does, and call it a bug when it's working as built.
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A practical AI automation handover should explain what was delivered, how it runs, who owns each account, and what happens after launch. Finalizo keeps that closeout in one client-ready record.
Support triage workflow
Example closeout · audience-specific structure
Client next step
Review trigger and ownership notes
The client sees the handover context, not the owner’s internal workspace.
The product story changes with the audience, but the closeout record stays clear.
Without documented trigger logic and scope, clients misunderstand what the automation does, and call it a bug when it's working as built.
OpenAI keys, Make scenario logins, Airtable API tokens, webhook URLs. Transfer only the access the client needs, with context and sensible rotation responsibilities.
OpenAI pricing changes and third-party APIs change. Without an agreed boundary, the client may assume every future failure or model change is included.
One pack, with the right proof inside
Project handover
A clear finish for owner and client.
Website launch
Everything the client needs after delivery.
Selected resource
Setup guide
A clear next step for the client, kept beside the rest of the accepted handover.
Included in packClient review
A clear finish for owner and client.
A useful handover explains the work in the order the client needs it.
List triggers, actions, prompts, schedules, error paths, third-party dependencies and known limitations. Include a short operational walkthrough so the client can understand what success looks like.
Record who owns the automation platform, connected accounts, billing and integrations. Note environment or configuration details only where the client needs them to operate the system.
Give the client the access required for their role, explain where it is used, and recommend rotation or ownership transfer after closeout. Avoid copying secrets into email or chat.
List outstanding items, client responsibilities and post-launch support. The client can review the handover, acknowledge receipt and sign the closeout record; this does not replace the underlying contract.
Project handover
Closeout record · v3.2
Owner prepares with context. Document what was built, what it triggers, what it costs to run, and what happens when it breaks. Structured templates built for automation projects.
A clear finish for the client.
Review what was delivered before acknowledgement.
Client receives a clear next step. Define what ongoing support is included and what becomes a new project, then ask the client to acknowledge the handover and boundary.
Document what you built, transfer selected access responsibly, agree the boundary, and collect acknowledgement in one closeout workflow.
Assemble
Gather deliverables, access, resources and responsibilities into one working pack.
Deliver
Send one focused client experience instead of another folder of links.
Review
Let the client check what changed, what is included and what remains open.
Accept
Capture acknowledgement against the exact handover version that was reviewed.
Record
Keep the accepted closeout useful for future support and ownership questions.
Give the final step the same care as the work that got you there.
Free plan · no card requiredCloseout record Deliver the pack, acknowledgement and evidence in one place.
Project handover
A clear finish for owner and client.
Client clarity Make the last step understandable without exposing your internal stack.
Client review
A clear finish for owner and client.