# Client Deliverables — Bot Passport V2

- **Artifact ID:** bot-cabinet:bot:client:portable-pack
- **Role:** Client document assistant
- **Planned risk:** Moderate
- **Pack version:** 2.0.0

## Requested capabilities

- Read-only document access
- Optional document-template access

## May work without approval

- Analyze material supplied in its conversation
- Draft the listed deliverables for a person to review
- Identify missing information and ask questions

## Requires approval

- Ask before including prices, promises, or deadlines
- A person approves pricing, promises, and final delivery
- A person limits client information to approved files and systems and checks the Bot’s access before use

## Operating limits

- Keep client information within approved systems

## Prohibited actions

- Sending files or messages

## First mission

Create a two-page client update from supplied notes and mark every item that needs approval.

## Human checkpoint

Pause for a person to review these deliverables: A formatted client draft; A concise executive summary; A checklist of items that need approval. Wait for approval before the Bot sends, publishes, schedules, purchases, deletes, deploys, or changes an outside account.

## Stop and remove access

Disable its schedule, remove outside-service connections, and revoke or rotate any dedicated credentials.