download dots

🔁 Agent Hand-off Workflow with AI

Sales agent → CS onboarding agent → Success monitoring agent.

  • Event-triggered
  • 100+ integrations
  • Branching logic
  • Schedule + monitor
UNIT · TASKADE.FLOW3 STEPS

How this flow runs

When

Task Assigned

Taskade

Then 1

Agent team

Sales Team

Ask Agent Team · Taskade AI

Knows
your ideal customer profile
Remembers
which leads converted
Team
ResearcherQualifierCloser

Then 2

Add Task

Taskade

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

Build a customer journey across three specialist agents. The sales agent qualifies, the CS agent onboards on close, and the success agent monitors usage and renewal signals — context flows with the account, not lost in handoffs.

Workspace DNA: ▲ Memory · ■ Intelligence · ● Execution

Related from the blog