Engagement closeout & reuse pack
Engagement closeout and reuse pack captures the work while the team still remembers it. The agent gathers the final deliverables and the working files, writes up the approach and the decisions taken along the way, and prepares an anonymised version of the reusable assets. The engagement partner checks it, then it is published where the next team will actually find it.
Step by step
Gather the final files
Final deliverables, working models and the key threads are collected from the engagement folder and channels.
Write the engagement summary
The agent drafts the situation, the approach taken and the outcome in the format your knowledge base expects.
Record the decisions and turns
Where the approach changed mid-engagement, the change and the reason for it are captured while somebody still remembers.
Propose the reusable assets
Tools, models and structures worth reusing are identified and separated from the client-specific material around them.
Prepare the anonymised version
Client names, identifying details and confidential figures are stripped from the reusable assets and the removals are listed for checking.
Partner approves before publishing
The engagement partner reviews the anonymisation and the summary. Nothing reaches the knowledge base without that approval.
Exactly what this agent can see, touch and change
The same five controls sit behind every ollo agent. These are this one's settings — visible before you build it, not buried in an admin screen afterwards.
Context
What reaches the modelFirms whose knowledge base is full of engagements nobody closed out properly, and practice leads who want reusable assets rather than a folder of finished decks.
Escalation
When it asks a personThe engagement partner approves the pack before it is published to the knowledge base
Applications & Rights
Which tools it uses, and what it may do in each
Google DriveRead only
SharePointRead only
SlackRead only
DropboxRead only
ConfluenceWrites newCreates new records or documents. Never edits, moves or deletes anything that was already there.Verification
How you know it’s rightEvery claim links to the document it came from. A statement the agent cannot cite does not make it into the output — which is what makes the result reviewable in minutes rather than re-read end to end.
Who it’s for
Firms whose knowledge base is full of engagements nobody closed out properly, and practice leads who want reusable assets rather than a folder of finished decks.
What you’ll need
- Engagement folder connected
- Knowledge base structure agreed
- Anonymisation rules written down
- Partner named as approver
What you get
- A written engagement summary
- A set of anonymised reusable assets
- A record of decisions and lessons
What it doesn’t do
It assembles and proposes an anonymised version. It cannot guarantee that a client is unidentifiable, so the partner checks the pack, and the agent publishes nothing without that check.
We build the first one with you
Not a template you configure alone. We sit with your team, build it on real data, and hand over the controls.
Scope
One session with the people who actually do the work. We agree what the agent reads, what it may write, and who approves.
Co-build
Built on your own data, not a sandbox. You watch it being made, so you know why it behaves the way it does.
Handover
You own the controls. Change the context, tighten the rights, move the approval gate — without coming back to us.
Parts of the work currently spread across the categories below. It does not replace any of those products outright.
Frequently asked
How reliable is the anonymisation?
It removes names, identifiers and the figures you have defined as confidential, and it lists every removal so the check is quick. It cannot judge whether the combination of sector, size and timing still identifies the client, which is precisely why a partner signs the pack off.
When should it run?
In the closing week, while the team is still on the engagement. Run it a month later and the decisions nobody wrote down are already lost, which is the part of the pack that turns out to be most useful.
Does it publish anywhere the client could see?
No. It writes to your internal knowledge base under your own access rules. Nothing is published externally, and the agent has no route to a public site.
What if the engagement went badly?
Those are the most useful packs, and the summary records what changed and why without assigning blame. Whether the pack is published firm-wide or kept to the practice is a decision the partner makes at the approval step.