handover-workflow

Manages sales-to-project handovers with gate-based approvals, activity sync, and risk detection.

1|Updated Jun 21, 2026
One-click install
npx skills add https://github.com/tapway/shogun-os --skill handover-workflow-tapway
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: handover-workflow
Source: https://github.com/tapway/shogun-os/tree/main/skills/crm/handover-workflow
Command: npx skills add https://github.com/tapway/shogun-os --skill handover-workflow-tapway

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) components.

What problem does it solve? When a deal is won in CRM, critical context often gets lost between sales and project teams. This Skill creates a structured handover page with customer info, scope, PO details, and deliverables, then tracks the handover through configurable approval gates until the project is fully initiated. ## Core Features & Use Cases - Handover Creation: Generate a structured handover page in ~/brain/handovers/pending/ from a won deal, including customer info, PO details, scope, and next steps. - Gate-Based Approval Workflow: Progress handovers through configurable gates (G0 Deal Scoped, G1 Charter Signed, G2 Kick-off Complete, G3 Funding Cleared) with explicit sign-off at each stage. - Activity Sync & Risk Detection: Bridge email activity into deal and project timelines, automatically flagging stalled deals, cold prospects, and overdue projects. - Use Case: A CRM agent marks a deal as won, runs create-handover.py to generate the handover page, notifies the project manager via Slack, and the PM progresses gates until the project is created in ~/brain/projects/active_projects/. ## Quick Start Ask the agent to create a handover for the won deal 'Acme Corp widget implementation' with PO number PO-12345 and notify the project manager.

Frequently Asked Questions about handover-workflow

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create a project handover from a won CRM deal?

Run create-handover.py with the deal slug, customer name, scope, PO number, amount, and contact details. The script writes a structured handover page to ~/brain/handovers/pending/ and outputs a notification payload for the project manager.

How does the gate approval system work for project handovers?

Handovers progress through configurable gates defined in HANDOVER_GATES, defaulting to G0 Deal Scoped through G3 Funding Cleared. Use process-handover.py --gate N to approve each stage, and --complete to finalize the handover and create the project page.

Can I customize the handover approval gates for my company?

Yes, set the HANDOVER_GATES environment variable as a comma-separated list like 'G0:Deal Scoped,G1:Charter Signed'. The process-handover.py script parses this string to build the gate sequence dynamically.

How does email activity sync detect stalled deals?

The sync-deal-activity.py script scans recent emails, matches senders to person profiles linked to deals, and appends timeline entries. It flags deals inactive beyond STALL_DAYS (default 7) or COLD_DAYS (default 14) and adds risk tasks to the deal page.

When should I not use the handover workflow skill?

Do not use it for active project management, deal pipeline stage tracking, or post-handover invoicing. It covers only the transition from won deal to initiated project; use dedicated project management or finance tools for those phases.