Handoff Brief Generator
microsoft/dataverse-business-skills/skills/handoff-brief-generatorcreativityOfficial
Official Provider SkillView repo
Creates comprehensive handoff documentation for sales reps going on vacation or transitioning deals. Generates structured briefs with deal status, activities, next steps, contacts, and risks. Use when user says "I'm going on vacation", "create handoff brief", "coverage brief for my deals", "vacation handoff", "out of office brief", "transition my deals", or "backup documentation".
Files1 files
SKILL.md574 lines
Loading editor…
Install
RecommendedOne command — your agent picks it up automatically.
Select an AI agent above to see the install command.
or
Manual Install
More stepsDownload the file and paste it into your agent's system prompt.
Skill details
Versionv1.0.0
AuthorMicrosoft
Categorycreativity
Skill IDmicrosoft/dataverse-business-skills/skills/handoff-brief-generator
Related skills
Account Briefing GeneratorGenerates meeting briefings by aggregating account info, contacts, opportunities, cases, and activity history into structured prep documents with talking points and discovery questions. Use when user says "prep me for my call", "brief me on this account", "meeting prep", "I have a meeting with [company]", "account briefing", "customer briefing", or "prepare for customer meeting".Account Risk Early WarningIdentifies accounts showing warning signs of churn by analyzing activity trends, support cases, and engagement signals. Scores risk and prioritizes intervention targets. Use when user asks "which accounts are at risk", "churn risk analysis", "find accounts that might leave", "customer health check", "at-risk customers", "retention warning signs", or "account health score".Competitive IntelligenceAnalyzes opportunity data and activity notes to generate competitive intelligence including win/loss rates by competitor, patterns, and rep-ready battlecard talking points. Use when user asks "how are we doing against [competitor]", "competitive analysis", "competitor win rate", "battlecard for [competitor]", "competitive landscape", "why are we losing to [competitor]", or "competitor intelligence".Create An AssetGenerates customized sales assets including one-pagers, proposals, executive summaries, ROI summaries, and mutual action plans from Dataverse context. Use when user says "create a one-pager", "draft a proposal", "generate executive summary", "build ROI summary", "create mutual action plan", "sales asset for [account]", "proposal outline", or "customer-facing document".Cross Sell Target IdentifierAnalyzes successful product customers to identify patterns, then finds similar accounts that are good cross-sell candidates with fit scores and reasoning. Use when user asks "who should I pitch this product to", "find cross-sell opportunities", "which customers should buy Product X", "identify upsell targets", "product expansion candidates", or "who else would buy this".Daily BriefingDelivers a prioritized morning summary covering today's meetings, overdue tasks, pipeline alerts, and recommended actions from Dataverse. Use when user says "what's on my plate today", "daily briefing", "morning summary", "what do I need to focus on today", "start my day", "daily digest", "today's priorities", or "what's happening today".