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AI agent for account executives

Sales Handoff Readiness Agent

Implementation starts from exactly what was signed.

Document handlingSales
See how it worksGet access
Sales Handoff Readiness Agent: what goes in, what the agent does and what you get

What it does

When a deal closes, the delivery team often starts without a clear picture of what was actually promised. This agent reads the signed contract and order form and extracts every commitment: scope, dates, service levels and named contacts. It then reads call notes and emails separately and lists informal promises that are not in the signed scope, such as a free custom report mentioned on a call. Those are flagged for the deal owner to confirm or decline, never quietly added. It creates onboarding tasks only from signed commitments and confirmed promises, identifies missing owner decisions, and asks sales and delivery to confirm the handoff. Edge case: a promise in an email after signing is treated as informal until it is added through a signed change.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Deal closed 2 USES A TOOL Extract signed commitments 3 CHECKS THE RESULT Are there informal promises outside the signedscope? If not: (none) continue. Back to step 2. 4 DOES Flag informal promises for owner decision 5 USES A TOOL Create onboarding tasks 6 YOU APPROVE Sales and delivery confirm the handoff 7 RESULT Signed-scope handoff package
Read the steps as a list
  1. Deal closed
  2. Extract signed commitments
  3. Are there informal promises outside the signed scope?If not: (none) continue. Back to step 2.
  4. Flag informal promises for owner decision
  5. Create onboarding tasks
  6. Sales and delivery confirm the handoffThe agent waits here for your OK.
  7. Signed-scope handoff package

How it decides

It treats only signed scope as committed and flags informal promises.

  • Only signed commitments become tasks by default.
  • Informal promises need an owner decision before they count.
  • Post-signing promises need a signed change.
  • Missing contacts or dates are raised before handoff.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Contract and CRM sources to read
  • Note sources for informal promises (default: call notes and email)
  • Onboarding task template per product
  • Who confirms the handoff (default: account executive and delivery lead)
  • Deadline for owner decisions (default 3 working days)

What keeps you in control

It always asks you first

  • Delivery date promises
  • Scope changes

Hard limits

  • No scope changes.

It stops when

  • Done: handoff confirmed.

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA $48,000 analytics deal closes on March 28. The agent extracts 11 signed commitments and creates onboarding tasks. Call notes say 'we will add a custom churn report for free'. The check finds this outside the signed scope, so it flags it for the account executive, who declines it. The delivery lead and sales confirm the handoff on April 1.

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