New response
Onboard new customers
A welcome email, a checklist and a tracker row for each new customer.
Google Forms
Deal won handoff agentSales to success, with nothing lost.
When a deal is marked won in your table, the agent makes the kickoff card, drafts the intro email to the customer and tells the team in Slack.
Your first signup includes $50 in free credits.
Deal marked won
Hand off every won deal
- Reads
- The won deal row
- Grows
- Card, draft and post
- Lands in
- Trello, Gmail, Slack
Ask for it once, in plain words.
No flowchart to draw. Describe the job in chat. TulipFarm sets up the agent and its workflow, and shows you both before anything runs.
You
When a deal in my deals table is marked Won, make a Trello kickoff card, draft an intro email, and tell #customers in Slack.
TulipFarm
I made an agent called Handoff and a workflow that starts when a row changes to Won. It reads the row and deal notes. The card, the draft and the post each ask you first. Activate it?
ActivateEdit first
One won deal, start to finish.
Every run is saved as an agent task you can open, check and rerun.
- Row changed
A deal is marked Won
Run startedStarted - Reads
The deal row and the notes on it
1 deal - Writes
Kickoff card text and an intro email
1 card, 1 draft - Asks first
Create the card, the draft and the post
Approved - Creates
Card in Trello, draft in Gmail
2 created - Posts
Message in Slack
DeliveredCompleted
What the team sees in Slack.
One post with everything needed to start well.
#customersHandoff APP · 14:20
New customer · Deal #318
What they bought
- Team plan, 12 seats, annual.
What they care about
- Fast setup.
- Less manual reporting.
Ready for you
- Kickoff card created in Trello.
- Intro email saved as a draft.
What gets planted.
Three parts you own and can change at any time.
- Agent
Handoff
What a good handoff note contains.
- Table
Deals
The row that starts the handoff.
- Workflow
Deal won
Starts when a deal changes to Won.
Uses
- TablesTables
- Trello
- Gmail
- Slack
Add if you use it
HubSpot
Google Calendar
Google Drive
It reads quietly. It asks before it acts.
Reads without asking
- The won deal row
- Notes and emails on the deal
- Your handoff checklist
Asks you first
- Creating the Trello card
- Saving the Gmail draft
- Posting to Slack
It uses your own connections, so it never sees more than you can.
Grow it your way.
Start from HubSpot
Use a new HubSpot deal as the start if your team tracks wins there.
Add a kickoff invite
Draft a calendar invite for the first call.
Add a checklist
Put your onboarding steps on the card as a list.
Questions, answered.
What counts as a won deal?
A row in your table or sheet that changes to the value you pick, such as Won.
Does it email the customer?
No. It saves a draft in Gmail. You read it and send it.
Can it start from HubSpot?
A new HubSpot deal can start a workflow. Reading a deal stage change is easiest with a table row. Writing back to HubSpot needs a Custom MCP connection.
After kickoff
Write a success plan
Turns kickoff notes into a goals-and-milestones plan for the customer.
Before a call
Know the account before the call
Every past email and shared doc, boiled down to one page.
A deal won is a customer kept.
Public beta, open to everyone. Your first signup includes $50 in free credits.