IT OPS
Offboarding Manager Handoff Package Builder
On an offboarding webhook, this workflow reassigns the departing employee's open tickets and tasks to their manager and emails the manager a single handoff package…
How it runs
The automated pipeline, trigger to output.
- TriggerOffboarding webhook with manager emailHTTP webhook
- ActionReassign open Zendesk tickets to managerZendesk
- ActionTransfer open Asana tasks to managerAsana
- LogicAssemble handoff summary of reassigned items
- OutputEmail manager the handoff packageGmail
What it does
Makes sure nothing the departing employee owned falls on the floor. It reassigns their open support tickets and project tasks to their manager, then sends the manager one consolidated handoff email listing every reassigned item plus links to the archived files, so the team keeps moving.
When to use it
Use this when a person leaving means their in-flight work needs an owner immediately. It pairs well with an access-revocation workflow: revoke handles security, this handles continuity.
How it works
- 1An offboarding webhook fires with the employee's email and their manager's email.
- 2The workflow finds the employee's open Zendesk tickets and reassigns them to the manager.
- 3It finds their open Asana tasks and transfers assignment to the manager.
- 4It assembles a handoff summary of every reassigned item, counts, and due dates.
- 5It emails the manager the complete handoff package via Gmail so they have one clear place to pick up the work.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ZendeskTickets, queues, knowledge base.
- 3Connect AsanaTasks, projects, milestones — everywhere.
- 4Connect GmailRead, draft, send, label.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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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