# Setup Checklist

**Produced:** 08/18/2026 09:35 PM CDT

## Pre-install

- confirm business owner and final approver for Royal
- confirm business owner and final approver for J&J
- confirm whether J&J needs its own email identity
- confirm which reports matter in the first 30 days
- confirm exact source systems for each business
- confirm who is allowed to request outbound sends
- confirm what should never be sent without approval
- confirm the exact routing prefixes to enforce in chat: `ROYAL:`, `J&J:`, `CROSS:`

## Workspace config

- fill in `USER.md` for Royal
- fill in `TOOLS.md` for Royal
- fill in `configs/source-map.md` for Royal
- fill in `configs/report-catalog.md` for Royal
- repeat for J&J

## Shadow mode

- no automatic sends without approval
- verify recipients on every draft
- verify branding and business names on every draft
- verify each inbound request carries the correct business prefix
- verify the best available source is actually being used
- verify any material assumption is stated plainly
- verify freshness on the source before using it
- run a red-team pass before any important send
- confirm no Royal data appears in J&J outputs
- confirm no J&J data appears in Royal outputs
- confirm duplicate-send suppression works

## Go-live

- start with one scheduled report per business
- keep exception alerts conservative
- archive every sent artifact
- log every outbound action
- keep proofs for sends, attachments, and automation changes
- review failures daily for the first two weeks

## Red flags

- one inbox serving both businesses without clear labels
- shared spreadsheets with mixed entities and no entity column
- requests like `send the report` with no business prefix
- same recipients appearing on both businesses by accident
- one dashboard containing both entities with weak filters

## Royal-specific must-haves before go-live

- QuickBooks source for `2023` to current receivables
- inventory export with SKU / quantity / value / sell price if available
- website lead path and inbox access
- approved Royal recipient list
- list of people allowed to trigger outbound sends