Claude/Workflows/GTM/
Claude

Claude changed how you work.
Now it hands over every signed deal.

The moment a contract is signed, Claude reads it with the deal in your CRM, briefs your CS team in Slack, and starts the onboarding in Intercom, using the Skill you already built in Claude.

{"prompt": "When a contract is signed, read it with the deal in my CRM, brief my CS team in Slack and start the onboarding in Intercom.", "answer": "Done. Your flow is live, the moment it happens.", "flowTitle": "Flow - Customer handover", "steps": [{"title": "Contract signed", "source": "Trigger - Signing tool", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6acce1399356a088c9de64fb_6a73823bbd76a35ee4759b70_docusign-app-icon.webp"}, {"title": "Contract and deal read, handover written", "source": "Agent - Customer Handover Skill", "iconUrl": "https://cdn.prod.website-files.com/6a5663cc904a71cc06198535/6a73823d033a9f83c0f09852_Flowmate-App-icon-medium.png"}, {"title": "CS team briefed", "source": "Flow - Slack", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a747eee8ac9bec6b8d3d243_6a5e8d7dcbe4500097d802b9_download%2520(4).png"}, {"title": "Onboarding started", "source": "Flow - Intercom", "iconUrl": "https://cdn.prod.website-files.com/6a60565e4a7946953f4422bf/6a7382e69c85a18e4182b83f_6a73823cd8159977c28d7722_intercom_app_icon.webp"}]}
Flow
4 STEPS
Claude
|
Start free
60 seconds to change your work again.

The handover that's written
before the ink dries.

[{"pillLabel": "Handover", "mode": "automated", "headline": "Every deal handed over the moment it's signed.", "subtext": "Runs on its own, the moment the signature lands.", "flowName": "Customer handover flow", "autoplayOnScroll": true, "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, brief the CS team in Slack and start the onboarding in Intercom.", "thinkingLabel": "Reading the contract", "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": "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
/claude/workflows/gtm

If you can prompt Claude,you can use FlowMate.

Prospect Qualification Skill
Qualifies, scores, tags every contact.
Your Claude Memory and Skills, already built in.
"When a new lead comes in, create the deal and notify the rep."
Skip the builder. Just describe it.
Live
Always on.
Even when you're not.
All AI platforms.
One FlowMate account.
ECEmma Carter14
JRJulia Rossi10
SPSami Patel8
Share Flows and Agents
with your team.

Works with the
signing tool you already use.

Browse all apps

60 seconds.
Every signature becomes a handover.

10 seconds to sign up. 50 seconds to your first Flow.

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Frequently asked questions

01

What triggers this workflow?

A fully signed contract in your signing tool. Once every signer has signed, the Flow starts and reads the contract together with the deal in your CRM.

02

What Skills do I need for this?

One: your Customer Handover Skill in Claude. It defines what a good handover looks like for your team, including what the customer wants to achieve and what was promised.

03

What happens if the contract and the CRM disagree?

Claude flags the deal owner in Slack with what doesn't match, instead of briefing your CS team and starting onboarding.

04

What's the difference between Automated and Supervised?

Automated runs end to end on its own, so the brief lands in Slack and onboarding starts in Intercom. Supervised sends the handover to your CS lead first and starts onboarding only after they approve.

05

Which tools does this work with?

DocuSign, PandaDoc, SignNow and Documenso for signing, and the CRM that holds your deals. The brief goes to Slack and onboarding starts in Intercom.

06

How long does this take to set up?

Connect your apps, pick your Skill, and the Flow is live in about a minute.