Start with the evidence
Identify what the reader already knows and which references they can access. Explain project nicknames or replace them with the names used in the underlying agreement.
Work through the example
The team calls a job Bluebird, while the customer knows it as the October design workshop. A customer-facing draft should connect those names rather than assuming the internal label is familiar.
Make the next step clear
Ask whether the reader can identify the task and next step without another message. Keep necessary context concise, and remove internal notes that do not belong in the shared version.
Keep the source context
These guides apply to working summaries, requests and accounting-related documents. Keep source facts distinct from proposed wording. Eftheia’s AI agent can help draft documents, but an attractive result still needs review against the actual context.