What Can You Do With This Automation?
Bridge the gap between qualifying and closing with two coordinated AI agents:
Qualify automatically: An SDR agent scores inbound leads against your ideal customer profile and enriches each with company context.
Warm handoff with notes: Qualified leads pass to an AE agent along with the full conversation, score, and recommended next step — no cold restart.
Living account memory: Both agents share the same project memory, so every touchpoint stays attached to the account.
Agents that act, not just route: Built on Taskade EVE with 34 built-in tools and 100+ integrations, these teammates reason about fit and execute the handoff.
Use Cases For SDR to AE Handoff
Route high-intent demo requests straight to a closer with a briefing.
Qualify form fills and chat leads before a human ever opens them.
Keep CRM records updated as leads move from prospecting to pipeline.
Prevent warm leads from going cold during the handoff gap.
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose a template or start from scratch.
Click "➕Add Trigger" and define the conditions.
Click "➕Add Action" and define the conditions.
Enable the toggle in the top-right corner to activate the automation.