Automate technical handoffs with AI

Technical handoffs often lack full context, leading to confusion, missed deliverables, or delays. This quick start playbook helps sales engineers prepare for technical handoff calls with complete account visibility.

It adapts to your current tools—CRM, email, task managers, and more—so you can automate the process without changing your workflow.

How to configure the seamless technical handoffs quick start playbook

Setting up this playbook is simple. Each step lets you choose the tools your team already uses, so you can customize it to your workflow.

Step 1: Aggregate CRM, product usage, news, and feedback

Start by selecting where to pull account data from. This includes your CRM and external sources that provide updates about the company. You can choose from:

• HubSpot
• Salesforce
• Pipedrive
• Affinity
• Zoho

For external updates, options include:

• LinkedIn Sales Navigator
• LinkedIn company posts
• LinkedIn posts by decision-makers
• Crunchbase
• Company news or product updates from the website

This step ensures that you have a full picture of the account’s recent activity, both inside and outside your organization.

Step 2: Review past notes and outstanding action items

Next, select where to pull internal notes and tasks from. These may include action items from previous meetings or open tasks that need follow-up. Choose from:

• Asana
• ClickUp
• Trello
• Linear

Bardeen will gather all related items and organize them for review. This step is key to making sure no tasks are missed during the handoff.

Step 3: Prioritize deliverables with deadlines and timelines

Now, Bardeen will help you organize and prioritize all deliverables. It pulls due dates, timelines, and customer expectations from your CRM, notes, and task tools. This helps sales engineers understand what needs to be done and when.

By clearly outlining deliverables, you reduce confusion and ensure that the technical team can deliver on time.

Step 4: Generate and send a report

Choose how you want to share the final report. Bardeen will format all the gathered data into a structured document. Options include:

• Save in Google Drive
• Save in OneDrive
• Send to Slack
• Send to Microsoft Teams
• Send via Google Mail
• Send via Microsoft Outlook

This step ensures that everyone involved has access to the same information and can refer back to it as needed.

Step 5: Setup & test each action

Finally, test each part of the playbook. Bardeen will prompt you to connect your apps and fill in any missing details. This step ensures that all automations work correctly and that the report is accurate.

Testing is important to confirm that your setup is pulling the right data and sending it to the right places.

How to automate technical handoffs with Bardeen’s quick start playbook?

Automating technical handoffs ensures that all key account insights, past communication, and deliverables are gathered and shared in one place. This reduces back-and-forth, improves planning, and helps technical teams deliver exactly what was promised.

Benefits of automating technical handoffs

Automating the technical handoff process helps teams stay aligned, avoid miscommunication, and focus on execution. Below are some of the key benefits.

Get a full view of account activity

Bardeen pulls data from your CRM, product usage logs, and external sources by scraping LinkedIn or company news. This gives sales engineers a complete picture of the account before the call. It also supports better lead enrichment by combining internal and external signals. 

Surface key action items automatically

Instead of digging through notes or task boards, Bardeen gathers outstanding items from tools like Asana or Trello. This ensures that nothing is missed and that every deliverable is accounted for. It also supports better collaboration between sales and solutions engineering teams.

Create a repeatable, shareable report

The playbook generates a structured report with timelines, deliverables, and notes. It can be saved or shared through your preferred channels. This helps teams stay aligned and supports better sales productivity across handoffs.

Ways to automate technical handoffs

This playbook automates several steps that are often done manually or skipped altogether. Here’s how it helps.

Collect external updates about the account

Automatically monitor company news, job posts, and LinkedIn activity to stay updated on what’s happening with the account. This helps tailor technical conversations and anticipate changing needs. Learn more about how to use LinkedIn Sales Navigator to generate leads and track company activity.

Review past conversations and meeting notes

Automatically pull email threads, call transcripts, and meeting summaries from your communication tools. This gives technical teams full context without needing to ask for it. It also supports better sales process automation by keeping all communication in one place.

Prioritize deliverables with clear timelines

Use automation to extract and organize deliverables, deadlines, and customer expectations. This helps technical teams plan their work and ensures that nothing falls through the cracks.