# Handoff: Codex → Lindy

Work: Office
Prepared on: [fill in]
This is a handoff template, not a native session import. It contains no exported account data.

## Fill in the working context
- Goal and deliverable:
- Confirmed decisions and their dates:
- Completed work and evidence:
- Current files and access locations:
- Unfinished work and next step:
- Acceptance criteria:
- Communication and formatting preferences:
- Allowed actions and actions needing review:
- Outdated or uncertain information:
- Scheduled jobs and their owners:

Do not include passwords, access tokens, or unnecessary private data.

## Preserve your settings
SETTINGS INVENTORY
Source product, client, and version: [fill in; unknown if unavailable]
Destination product, client, and version: [fill in]
Account or workspace type: [fill in]
Last reviewed by me: [YYYY-MM-DD]
My three most important requirements: [fill in]

Review these categories. Mark each reviewed, not applicable, or unknown:
- Communication preferences:
- Project and file-specific rules:
- Memories and corrections:
- Active work and reference files:
- Skills, commands, and agent roles:
- MCP servers and account connections:
- Model settings, permissions, and approval controls:
- Hooks, scheduled tasks, and notifications:

SETTING RECORD — repeat for each item
ID and name:
Original wording or value:
Source and last-confirmed date:
Scope: [global / project / file / task]
Trigger and exceptions:
Required files, tools, or accounts:
Destination setting or location:
Existing destination value and any conflict:
Transfer method: [reuse / convert / rebuild or reconnect / unsupported / unknown]
Verification status: [not started / configured, unverified / passed / failed / blocked]
Acceptance task and expected result:
Observed result and evidence: [leave blank until checked]
Remaining differences:
Previous destination value and rollback steps:

Mark unsupported only after checking the destination's capabilities.
Record connection names and required permissions, never secret values.
Keep verification pending until you have observed the result.

## 1. Capture the work in Codex
Write a dated summary of the goal, confirmed decisions, completed work, open questions, source files, and next step. Carry project instructions and a dated task summary. Reconnect desktop plugins and verify file access in the destination client.

- [ ] Checked

## 2. Prepare Lindy
Check the required integrations, account permissions, triggers, and plan. Document triggers, actions, exceptions, and owners; test the new flow before disabling the old one.

- [ ] Checked

## 3. Reconnect tools and check costs
Reconnect the required accounts using the destination's supported setup. Confirm permissions, file access, and any paid entitlement. Product plan / workflow usage: Include every triggered run, retries, and separately billed connected services. Subscriptions and usage allowances do not automatically move with your documents.

- [ ] Checked

## 4. Hand off the office work
Carry writing preferences, editable documents, company templates, and source references. Check spreadsheet formulas, dates, owners, fonts, and slide layout in the destination. Test one representative deliverable before moving the rest of the project.

- [ ] Checked

## Finish with a checked handover
Acceptance: the new agent can access the required material, follow your instructions, and complete the sample task. Verify a new session if preferences must persist. Inventory reminders and recurring jobs; after validating the replacement, retire overlapping jobs so actions are not duplicated. Keep original files until the handover is checked.

- [ ] Checked

## Source and version check
- Codex: https://openai.com/codex/for-work/
  Scope: Desktop and CLI; office tools depend on the selected client and plugins.
  Documentation checked: 2026-10-05; installed version: [fill in]
- Lindy: https://www.lindy.ai/
  Scope: Connected workflow product.
  Documentation checked: 2026-10-05; installed version: [fill in]

The procedure is editorial guidance. Cross-product migration has not been tested end to end. Original session history, internal memory, permissions, and running tasks are not assumed to transfer.