CRM
Reassign orphaned deals with account-history briefing to new owner
After reassigning a departed rep's opportunity, this gathers recent account activity and notes, has an agent write a handoff brief.
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce Opportunity OwnerId changedSalesforce
- ActionFetch account activity, notes, and open tasksSalesforce
- LogicSkip early-stage or low-value deals
- LogicAgent writes account handoff brief
- OutputEmail brief to new owner via GmailGmail
- OutputNotify new owner in Slack DMSlack
What it does
Makes a reassigned deal land softly. Once ownership moves, it pulls the account's recent activity, open tasks, and last touchpoints, then has an agent write a concise handoff brief — what's been promised, who the contacts are, what's next — and sends it to the inheriting rep.
When to use it
Use this when continuity matters: a new owner inheriting a mid-cycle deal cold can fumble the relationship. The brief gives them the context the departed rep took with them, cutting ramp time on every reassigned account.
How it works
- 1The flow triggers on a Salesforce Opportunity OwnerId change to a new active rep.
- 2An action fetches the account's recent activities, notes, and open tasks from Salesforce.
- 3The agent synthesizes a handoff brief: deal status, key contacts, commitments made, and recommended next step.
- 4A logic step skips early-stage or low-value deals where a full brief isn't warranted.
- 5An output emails the brief to the new owner via Gmail and posts a short notice in their Slack DM.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect GmailRead, draft, send, label.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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