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Partner Assignment Agent
I'll notify the right partner contact the moment a deal or request is ready for their attention so nothing waits in a queue unnoticed.
About this agent
Handoffs to an outside partner or reseller stall when nobody notices the moment they're ready to move. This agent applies your routing rules, identifies the right partner and owner, and posts a tagged notification the same day the request is ready.
What you get
Partner handoff notification tagging the right people, delivered when a request is ready for handoff or when you mention the agent.
Message matched to whether the partner is already engaged, delivered when a request is ready for handoff or when you mention the agent.
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Clear mentions of requester, owner, and stakeholders, delivered when a request is ready for handoff or when you mention the agent.
What this agent does
It watches for a status change meaning a deal or request is ready for partner handoff, matched against your own routing rules like deal size or geography.
Before doing anything else, it checks that a partner has been assigned, so no notification goes out on an incomplete handoff.
It reads the assignment columns on the item to determine which partner, reseller, or region team the request belongs to.
It chooses between an already-engaged template and a standard introduction template based on your board's own data.
It publishes the update tagging the requester, the internal owner, and any other stakeholders, with the partner cc'd.
Related agents
Partner Assignment Agent
- Always secure
- 24/7 active
- Full org context
