handoff-brief-generator

Handoff Brief Generator

When a sales rep goes on vacation or needs to hand off deals temporarily, the backup needs to quickly understand the status of each deal. This skill automatically generates comprehensive handoff briefs from Dataverse data, ensuring smooth coverage and no deals fall through the cracks.

Instructions

Step 1: Identify Handoff Scope

When user says "I'm going on vacation - create a handoff brief for my backup on active deals":

1.1 Get User Context:

• Identify the sales rep going on vacation (current user or specified)
• Determine vacation dates (if provided)
• Identify backup person (if specified)

1.2 Query Active Opportunities:

SELECT opportunityid, name, customerid, accountid, estimatedvalue,
       estimatedclosedate, salesstage, stepname, closeprobability,
       budgetstatus, need, purchasetimeframe, decisionmaker,
       description, currentsituation, customerneed,
       msdyn_forecastcategory, msdyn_opportunityscore,
       createdon, modifiedon, statecode
FROM opportunity
WHERE ownerid = '[user_id]'
AND statecode = 0
ORDER BY estimatedclosedate ASC

Step 2: For Each Opportunity, Gather Context

2.1 Get Account Information:

SELECT accountid, name, telephone1, emailaddress1, 
       address1_city, address1_stateorprovince,
       industrycode, numberofemployees, primarycontactid
FROM account
WHERE accountid = '[opportunity.accountid]'

2.2 Get Key Contacts:

SELECT contactid, fullname, jobtitle, emailaddress1, telephone1,
       mobilephone, accountrolecode, msdyn_decisioninfluencetag
FROM contact
WHERE accountid = '[accountid]'
AND statecode = 0
ORDER BY accountrolecode

2.3 Get Recent Activities (Last 30 Days):

SELECT activityid, activitytypecode, subject, description,
       createdon, actualend, statecode, statuscode
FROM activitypointer
WHERE regardingobjectid = '[opportunityid]'
AND createdon >= '[30_days_ago]'
ORDER BY createdon DESC

2.4 Get Open Tasks:

SELECT activityid, subject, description, scheduledend, 
       prioritycode, statecode, statuscode
FROM task
WHERE regardingobjectid = '[opportunityid]'
AND statecode = 0
ORDER BY scheduledend ASC