SALES
AE-to-CSM handoff packet from a closed-won Front conversation
When an AE tags a Front conversation as closed-won, this builds a structured handoff packet in Notion from the deal's Salesforce record and emails the assigned CSM a link.
How it runs
The automated pipeline, trigger to output.
- TriggerFront conversation tagged "closed-won"Front
- ActionRead conversation contacts and messagesFront
- ActionLook up matching Salesforce OpportunitySalesforce
- ActionSummarize thread into goals, criteria, risksOpenAI
- ActionCreate populated Notion handoff pageNotion
- OutputEmail CSM the packet linkGmail
What it does
Turns a single Front tag into a complete customer-success onboarding packet. It pulls the deal's commercial terms from Salesforce, summarizes the buying conversation from Front, and writes a tidy Notion page the CSM can read in two minutes instead of digging through threads.
When to use it
Run this the moment a deal closes and the account moves from the AE to a CSM. It removes the manual copy-paste handoff doc that AEs hate writing and CSMs never trust.
How it works
- 1An AE applies the "closed-won" tag to a conversation in the Front shared inbox, firing the trigger.
- 2The flow reads the conversation's contacts and message history from Front to identify the account and the buying committee.
- 3It looks up the matching Opportunity in Salesforce to grab ARR, product mix, contract dates, and the owning rep.
- 4An LLM step distills the Front thread into stated goals, success criteria, and open risks.
- 5A Notion page is created from a handoff template with all fields populated and the source thread linked.
- 6The assigned CSM is emailed the Notion link via Gmail with a short summary.
Set it up
What you configure once, before turning it on.
- 1Connect FrontShared inbox, conversations.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect NotionPages, databases, comments.
- 4Connect OpenAIModels, embeddings, files.
- 5Connect GmailRead, draft, send, label.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Sales workflows
Weekly MEDDIC Pipeline Audit from Zoom Calls
On a schedule, scans the week's Zoom discovery calls, scores each against MEDDIC.
Nudge stalled mutual action plan steps from a Trello board
Scans a shared mutual action plan Trello board on a schedule and emails the owner of any step whose due date has passed without movement, then flags it in Slack for the AE.
Seat-Limit Approaching Upsell Alert
Fires the moment an account's active-seat count crosses 90% of its contracted limit in the product database.
Self-Serve Spike to CSM Handoff
When a self-serve account's usage crosses an enterprise-grade threshold in the product DB, it flags the account in Airtable, drafts a sales-assist outreach email.
Zoom Discovery-Call MEDDIC Gap Detector
After a Zoom discovery call ends, transcribes it, scores the conversation against the six MEDDIC fields.
MEDDIC Gap Sync to HubSpot Deal Properties
Transcribes a finished Zoom discovery call, extracts MEDDIC details, and writes structured values into custom HubSpot deal properties while logging the call as a timeline note.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.