Handoff Brief Generator

---
name: handoff-brief-generator
description: 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".
metadata:
  author: Dataverse
  version: 1.0.0
  category: sales-productivity
---

# Handoff Brief Generator

When a sales rep goes on vacation or needs to hand off deals temporarily, the backup needs to quickly understand the status of each deal. This skill automatically generates comprehensive handoff briefs from Dataverse data, ensuring smooth coverage and no deals fall through the cracks.

## Instructions

### Step 1: Identify Handoff Scope
When user says "I'm going on vacation - create a handoff brief for my backup on active deals":

**1.1 Get User Context:**
- Identify the sales rep going on vacation (current user or specified)
- Determine vacation dates (if provided)
- Identify backup person (if specified)

**1.2 Query Active Opportunities:**
```… install to load the full skill