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Closed-Won Handoff for Salesforce · Operations

Hand every won Salesforce deal to delivery, once, on time

When an opportunity is marked won, it writes a kickoff brief in Notion from the opportunity, account and contact roles, and alerts your delivery team in Slack with the link.

Available now $89 one-time · never renewsIncluded in Enterprise
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Free account to start. Buying and running live need a paid plan.

  • Starts from an event in a connected app
  • 1 AI step
  • About 20 min to set up

Sound familiar?

The job, before and after this agent.

What it feels like today

  • “Delivery learns about a new customer when the customer emails asking when we start.”
  • “Commitments made during the sale get lost between Salesforce and the project team.”
  • “Clients repeat everything at kickoff because nobody read the opportunity.”

What you get with the agent

  • Starts when a Salesforce opportunity is marked won, whatever your Closed Won stage is called.
  • Reads the opportunity, its account and its contact roles in one query.
  • A kickoff brief: what was sold, stakeholders and roles, commitments quoted from the record, gaps to confirm and first steps.
  • An onboarding page in your Notion database and a Slack alert to your delivery team.
  • Fires once per opportunity, so later edits never start a second kickoff.

Before

An opportunity closes on the last day of the quarter. The rep is on to the next deal, and delivery pieces the scope together from an old proposal and a hallway conversation.

After

Delivery has a Notion brief that afternoon: scope, the decision maker and day-to-day contact by role, the agreed discount and deadline quoted from the record, and the questions to confirm at kickoff.

How it works

The whole workflow, step by step.

When a Salesforce opportunity is marked won, the agent reads it with its account and contact roles in one SOQL query. AI writes the kickoff brief: what was sold, the stakeholders and their roles, the commitments recorded in the sale (quoted), the gaps the delivery team must confirm and the first steps, using only what Salesforce contains. The brief is created as a page in your Notion onboarding database and your delivery team gets a Slack alert with the link. It remembers each opportunity it handed off, so later edits don't start a second kickoff, and skips opportunities won more than 30 days ago. It uses the opportunity's fields and description, not activity history or emails.

  1. TriggerOpportunity created or changed
  2. LogicWon?
    • Won:Handed off already?
    • Not won:Not won
  3. OutputNot won
  4. LogicHanded off already?
  5. LogicFirst time?
    • Already handed off:Already handed off
    • First time:Read the opportunity, account and contacts
  6. OutputAlready handed off
  7. App callRead the opportunity, account and contacts
  8. LogicClosed recently?
    • Closed long ago:Old deal, skipped
    • Recent:Write the kickoff brief
  9. OutputOld deal, skipped
  10. AI stepWrite the kickoff brief
  11. App callCreate the onboarding page in Notion
  12. App callAlert the delivery team
  13. LogicRemember the handoff
  14. OutputHanded off

This is the workflow that opens in your workspace when you set the agent up. Every step can be edited.

  1. Step 1Opportunity created or changedStarts a run each time a Salesforce opportunity is created or changed (checked on your plan's schedule interval); the next step keeps only won ones.
  2. Step 2Won?Only opportunities Salesforce marks as won (IsWon, i.e. a Closed Won stage) go on; every other change stops here.
  3. Step 3Not wonThe change wasn't a won opportunity; nothing is done.
  4. Step 4Handed off already?Checks whether this opportunity was already handed off, so later edits to a won opportunity don't start a second kickoff.
  5. Step 5First time?An opportunity that was already handed off is skipped.
  6. Step 6Already handed offThis opportunity's kickoff brief was created on an earlier run.
  7. Step 7Read the opportunity, account and contactsOne SOQL query: the opportunity's description, next step, amount and dates, its account and its contact roles. Opportunities closed more than 30 days ago return nothing.
  8. Step 8Closed recently?An old won opportunity that was merely edited (closed more than 30 days ago) returns no record and is skipped.
  9. Step 9Old deal, skippedThe opportunity was won more than 30 days ago (or isn't won any more); no kickoff is created.
  10. Step 10Write the kickoff briefAI turns the opportunity, account and contact roles into a kickoff brief: scope, stakeholders, commitments made, gaps to confirm and first steps.
  11. Step 11Create the onboarding page in NotionCreates a page in your onboarding database with the full kickoff brief.
  12. Step 12Alert the delivery teamPosts the win, the short summary and the link to the kickoff page to your delivery channel.
  13. Step 13Remember the handoffRemembers that this opportunity was handed off (kept until you clear it), so it fires once per opportunity.
  14. Step 14Handed offThe run history keeps the brief and the Notion page link.

Example run

What goes in, and what comes out.

Example with fictional data

Comes in

Fictional opportunity “Bramblewood Clinics portal” marked won: $52,000, next step “kickoff week of the 19th”, contact roles Decision Maker and Project Lead.

The agent produces

Notion brief: scope from the description, stakeholders by role, quoted commitment on the go-live date, 4 gaps to confirm, first steps. Slack alert to #delivery with the link. Opportunity remembered so later edits don't re-trigger.

What you need

Everything it takes to run it.

About 20 minutes from purchase to live. A checklist above the canvas takes you through each step.

Plan

Included in Enterprise; on other paid plans it's $89 once. Agents run live on paid plans, from Basic ($39/mo).

Your AI key

Connect any of 14 AI providers on your own key. Your provider bills usage directly, at cost; we add no markup.

Apps

Checklist

  • A paid plan (agents run live on paid plans).
  • An AI provider key (Settings → AI Providers).
  • Salesforce (with API access), Notion (with an onboarding database shared with Fluxo Flow) and Slack, connected in Settings → Integrations.
  • Opportunities with a filled-in description, next step and contact roles: the brief is only as good as the record.

Setup, about 20 minutes

  1. Connect your AI provider. The AI steps run on your own key (OpenAI, Anthropic, Google and more). Add one in Settings → AI Providers.
  2. Connect Salesforce. Connect your Salesforce org (Settings → Integrations → Salesforce). It needs API access (Enterprise edition or above).
  3. Connect Notion. Connect Notion and share your onboarding database with Fluxo Flow (Settings → Integrations → Notion).
  4. Connect Slack. Connect the Slack workspace your delivery team uses (Settings → Integrations → Slack).
  5. Pick your Salesforce org. Open the trigger and “Read the opportunity, account and contacts” and pick your connected org in each.
  6. Describe your services. Open “Write the kickoff brief” and replace the placeholder with your services and kickoff needs.
  7. Pick the Notion onboarding database. Open “Create the onboarding page in Notion” and pick your account and database.
  8. Pick the Slack account and channel. Open “Alert the delivery team” and pick your account and channel. Invite the app to private channels first (/invite @Fluxo Flow).
  9. Test it with Dry Run. Press Dry Run: the agent runs on sample data with no messages sent and nothing written to your apps.
  10. Switch the trigger on. Open the trigger and click “Activate app trigger”: opportunity changes are checked on your plan's schedule interval and won ones are handed off.

Is it a fit?

Who it's for, and what it won't do.

Built for

  • B2B service firms selling in Salesforce
  • Implementation and onboarding teams
  • Professional services operations leads
  • Sales ops teams owning the handoff

What it doesn't do

  • It uses the opportunity's fields and description, its account and contact roles: not activity history, emails, Chatter or notes.
  • It doesn't create projects, tasks or invoices, or contact the customer.
  • It doesn't change anything in Salesforce.
  • It hands each opportunity off once; to hand one off again, clear its memory entry.

We list the limits up front so you can decide before you buy.

Price

$89 one-time

Per workspace. It never renews.

Available now
  • Included at no extra cost on Enterprise.
  • Buying and running it live need a paid plan, from Basic ($39/mo).
  • Dry Run costs nothing: simulated AI and app calls, nothing sent.
  • AI usage is billed by your own provider, at cost. No AI credits to buy from us.
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One-time agent purchases aren't covered by the 30-day money-back guarantee. Refund policy

FAQ

Questions about Closed-Won Handoff for Salesforce.

How complete will the brief be?

As complete as the opportunity record. It reads fields, description, next step, account and contact roles, but not activity history, emails, Chatter or notes. Missing details become gaps to confirm.

Does it change anything in Salesforce?

No. It reads only, doesn't contact the customer, and doesn't create projects, tasks or invoices. Opportunities won more than 30 days ago are skipped.

What do I need?

Salesforce with API access, Notion with an onboarding database, and Slack. Setup takes about 20 minutes. To run it live you need a paid plan and your own AI provider key (OpenAI, Anthropic, Google and others), added in Settings. Dry Run on sample data is free, so you can see real output before you commit.

Is it worth the price?

It's a one-time purchase that never renews. Every kickoff that starts informed protects the relationship you just won.

How does it know a deal is won?

Salesforce marks an opportunity as won (IsWon) when it moves to a Closed Won stage, whatever you call that stage. Each opportunity is handed off once.

Does it read activity history, emails or Chatter?

No. It reads the opportunity's fields (including its description and next step), its account and its contact roles. The fuller the opportunity, the better the brief.

Is this a subscription?

No. Closed-Won Handoff for Salesforce is a one-time purchase of $89 per workspace and never renews. The Enterprise plan includes it at no extra cost. Running it live needs a paid plan (from Basic ($39/mo)), and your AI provider bills you directly for usage.

Can I test it before it touches real data?

Yes. Once it's set up in your workspace, Dry Run plays every step on sample data with simulated AI and app calls: nothing is sent and nothing in your apps changes. Switch the trigger on only when you're happy.

Put Closed-Won Handoff for Salesforce to work.

Free account, no credit card. Your Agents page opens with Closed-Won Handoff for Salesforce ready to buy and set up, then Dry Run it before it goes live.

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