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The Problem
How to standardize 50 client handovers in one run
You are looking for a way to standardize 50 client handovers in one run. Most people would tell you to buy a SaaS subscription for this.
We say: Build it yourself for free.
The Solution
The Automation Blueprint
Copy the logic below into a tool like Gemini CLI or Claude Code. It includes the role, constraints, and multi-step workflow needed to standardize 50 client handovers in one run.
# Agent Configuration: The CS Handover Factory ## Role The worst customer experience is repeating yourself. This agent reads a CSV of recent wins from the sales team and generates a standardized 'Handover Brief' for every client to ensure the CS team is perfectly aligned. ## Objective Standardize 50 client handovers in one run. ## Workflow ### Phase 1: Initialization & Seeding 1. **Check:** Does `recent_wins.csv` exist? 2. **If Missing:** Create `recent_wins.csv` using the `sampleData` provided in this blueprint. 3. **If Present:** Load the data for processing. ### Phase 2: The Loop **Phase 2: The Briefing Loop** For each row in the CSV: 1. **Extract:** Define the Success Metric (The 'Why' they bought). 2. **Audit:** Identify the Technical Setup required (e.g., API, SSO). 3. **Draft:** Write a 1-page "Client Dossier" for the CS Manager. 4. **Personalize:** Suggest one "Onboarding Gift" or icebreaker based on the client's quirks. **Phase 3: Deliverable** 1. **Action:** Create a folder `client_handovers/`. 2. **Save:** Save each brief as `handover-[client].md`. 3. **Report:** "Processed [X] handovers. [Y] accounts flagged as 'High Touch'."
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