When to invite teammates
Invite teammates after one workflow has useful context to share: an active client project, campaign, search, launch, property workflow, or internal operating loop.
What to share
Share source files, current work, decisions, handoffs, and reusable context. Keep private drafts and personal notes private unless they need to become part of the team record.
How agents should use shared context
Agents should read context visible to the person directing the work. Shared material should be created, updated, or replaced intentionally, not as a side effect of every private run.
Rollout advice
Start with a small team and one workflow. Define who owns the record, who can update it, and what should be saved after each run.