Sales & Outbound

Handoff Notes Agent

Writes sales-to-onboarding summaries at closed-won.

Onboarding teams routinely inherit customers with three lines of context and a signed contract. The Handoff Notes Agent writes a complete sales-to-onboarding summary at closed-won: what was promised, who the stakeholders are, what the customer is trying to achieve, and what to avoid.

The summary is compiled from the deal's full history in memory: calls, emails, proposal versions, and recorded commitments. The onboarding owner receives the notes the moment the deal closes, and any update to an external tracker or CRM record is approved by a human first.

What it does

  • Writes a structured handoff summary automatically when a deal closes won.
  • Compiles the promises and commitments made during the sale so nothing surfaces later as a surprise.
  • Maps the customer's stakeholders with their roles and concerns.
  • States the customer's goals and success criteria as they were recorded during the sale.
  • Flags risks and sensitivities noted during the sales cycle.
  • Proposes the CRM and project-tracker updates for the handoff, queued for approval.

How it works

  1. 1Install the agent into your team's memory and name who receives handoffs.
  2. 2Connect your CRM, call recording, email, and project tracker integration categories through OAuth.
  3. 3When a deal closes won, the agent compiles the handoff notes from the deal's approved history.
  4. 4The notes land with the onboarding owner, with promises and risks called out.
  5. 5Proposed tracker and CRM entries queue for a human to approve before anything is written.

Works with

CRM:SalesforceHubSpotPipedriveZoho CRMCloseWhere accounts, contacts and deals live.
Email (optional):GmailSendGridOutreachSalesloftInstantlySending and reading the messages this agent works with.
Calendar & scheduling (optional):Google CalendarCalendlyCal.comReading availability and booking meetings.
Call & meeting transcripts (optional):Fireflies.aiZoomMicrosoft TeamsOtter.aiGrainWhere recorded conversations come from.

You connect these from the memory's settings after installing — one provider per category is enough.

Runs on top of your team's shared memory — reads approved data only.

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