The handover that's written
before the ink dries.
Imagine every signed contract reaching your CS team as the full story, not just a CRM record, using the Customer Handover Skill you've already built in Claude. Hand it over automatically, review it first, or flag the deal owner when contract and CRM disagree, your call.
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Your flow is live, the moment it happens."}], "steps": [{"type": "trigger", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6acce1399356a088c9de64fb_6a73823bbd76a35ee4759b70_docusign-app-icon.webp", "title": "Contract signed", "source": "Trigger - Signing tool"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a746cb82bae2e681ddc3ed0_6a5e8d7d81ce07b45a3bbcb6_download%2520(3).png", "title": "Deal pulled from your CRM", "source": "Flow - CRM"}, {"type": "agent", "iconUrl": "https://cdn.prod.website-files.com/6a5663cc904a71cc06198535/6a73823d033a9f83c0f09852_Flowmate-App-icon-medium.png", "title": "Handover written from contract and deal", "source": "Agent - Customer Handover Skill"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a747eee8ac9bec6b8d3d243_6a5e8d7dcbe4500097d802b9_download%2520(4).png", "title": "CS team briefed", "source": "Flow - Slack"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7382e69c85a18e4182b83f_6a73823cd8159977c28d7722_intercom_app_icon.webp", "title": "Onboarding started", "source": "Flow - Intercom"}], "completion": {"text": "Live", "subtext": ", the moment it happens.", "bg": "#6557FF", "fg": "#FFFFFF"}}, {"pillLabel": "Handover review", "mode": "supervised", "headline": "Every handover reviewed before it starts.", "subtext": "Onboarding only starts once your CS lead approves it.", "flowName": "Handover review flow", "autoplayOnScroll": false, "exchanges": [{"prompt": "When a contract is signed in my signing tool, read it and the deal in my CRM, write the handover with my Customer Handover Skill, and send it to my CS lead in Slack. Start the onboarding in Intercom once they approve.", "thinkingLabel": "Reading the contract", "answer": "Set up. I will write each handover and wait for you."}], "steps": [{"type": "trigger", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6acce1399356a088c9de64fb_6a73823bbd76a35ee4759b70_docusign-app-icon.webp", "title": "Contract signed", "source": "Trigger - Signing tool"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a746cb82bae2e681ddc3ed0_6a5e8d7d81ce07b45a3bbcb6_download%2520(3).png", "title": "Deal pulled from your CRM", "source": "Flow - CRM"}, {"type": "agent", "iconUrl": "https://cdn.prod.website-files.com/6a5663cc904a71cc06198535/6a73823d033a9f83c0f09852_Flowmate-App-icon-medium.png", "title": "Handover written from contract and deal", "source": "Agent - Customer Handover Skill"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a747eee8ac9bec6b8d3d243_6a5e8d7dcbe4500097d802b9_download%2520(4).png", "title": "Handover sent to your CS lead", "source": "Flow - Slack"}, {"type": "approve", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7382e69c85a18e4182b83f_6a73823cd8159977c28d7722_intercom_app_icon.webp", "title": "Onboarding starts when you approve", "source": "You - review in Slack"}], "completion": {"text": "Waiting for your approval", "subtext": "", "bg": "#55F6B3", "fg": "#0B0B2E"}}, {"pillLabel": "Mismatch flag", "mode": "automated", "headline": "Every mismatch caught before the handover.", "subtext": "Runs on its own. The deal owner hears first.", "flowName": "Mismatch flag flow", "autoplayOnScroll": false, "exchanges": [{"prompt": "When a contract is signed in my signing tool, compare it with the deal in my CRM. If they disagree, tell the deal owner in Slack what does not match instead of briefing the CS team.", "thinkingLabel": "Comparing contract and deal", "answer": "Done. Your flow is live, the moment it happens."}], "steps": [{"type": "trigger", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6acce1399356a088c9de64fb_6a73823bbd76a35ee4759b70_docusign-app-icon.webp", "title": "Contract signed", "source": "Trigger - Signing tool"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a746cb82bae2e681ddc3ed0_6a5e8d7d81ce07b45a3bbcb6_download%2520(3).png", "title": "Deal pulled from your CRM", "source": "Flow - CRM"}, {"type": "agent", "iconUrl": "https://cdn.prod.website-files.com/6a5663cc904a71cc06198535/6a73823d033a9f83c0f09852_Flowmate-App-icon-medium.png", "title": "Contract and deal compared, mismatch found", "source": "Agent - Customer Handover Skill"}, {"type": "flow", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a747eee8ac9bec6b8d3d243_6a5e8d7dcbe4500097d802b9_download%2520(4).png", "title": "Deal owner flagged with the differences", "source": "Flow - Slack DM"}], "completion": {"text": "Live", "subtext": ", the moment it happens.", "bg": "#6557FF", "fg": "#FFFFFF"}}]
Explore all GTM workflows
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