2 MIN READ · TEMPLATE INCLUDED
Share only the context an AI task needs
Choose between an excerpt, a project brief, and a whole-chat handoff based on the information the next assistant actually needs.
FIELD NOTES / 6 GUIDES
Choose what gets shared
Check permissions, source scope, and data handling before connecting another assistant.
2 MIN READ · TEMPLATE INCLUDED
Pausing AI recall is not the same as stopping capture
Understand the difference between collecting chats, using memory in answers, and making an explicit memory request in Dray.
2 MIN READ · TEMPLATE INCLUDED
Deleting AI memory vs. revoking access
Work out whether you need to remove stored content, disconnect a client, stop new capture, or make a broader data request.
2 MIN READ · TEMPLATE INCLUDED
Where does AI memory data go?
Follow the path from a browser conversation to memory processing and connected assistants, and identify the policy questions to ask.
2 MIN READ · TEMPLATE INCLUDED
Before you enable file capture for AI memory
Check attachments, sharing permissions, destination access, and retention before allowing files to be copied into an AI memory service.
2 MIN READ · TEMPLATE INCLUDED
Review permissions before connecting an AI tool
Check account identity, read and write authority, source scope, and revocation before approving a browser or MCP connection.