Turn closed-won Close deals into a full customer onboarding handoff

Build me an agent workflow that turns every newly closed-won opportunity in Close into a full sales-to-customer-success handoff, so deals never go cold the moment the contract is signed.

Trigger: run on a cron schedule every 30 minutes. Track the timestamp of the last successful run so each run only processes deals that became won since then.

On each run, use Close List Opportunities filtered by status_type = won and date_updated greater than the last run timestamp to find freshly won deals. For each won opportunity, call Close Get Lead to pull the company, primary contacts, deal value, owner, and the relevant custom fields. Skip any deal that already has an onboarding project so reruns are safe.

For each freshly won deal, do three things:

1. In Asana, use Create a Project to spin up a dedicated customer onboarding project named after the customer in the onboarding team or workspace. Then use Create a Task and Create a Subtask to populate it with a standard kickoff task list: kickoff call, contract and invoice handoff, technical setup, success metrics review, and 30-day check-in. Use judgement to tailor task count and subtask depth to deal size: a small deal gets the lean version, a large enterprise deal gets a fuller plan with more subtasks and owners.

2. In Gmail, use Create a Draft to draft a personalized welcome email addressed to the primary contact. The email should be written in the deal owner's voice, reference what was actually discussed in the deal (use the lead notes, opportunity description, and custom fields you pulled), and never auto-send. Leave it as a draft so the AE or CSM can review and send.

3. In Slack, use the Slack Bot Send a Message action to post a single threaded handoff brief in the #customer-success channel. Summarize the deal in plain language: account name, deal value, deal owner, primary contacts, and the most important context the CS team needs to know. Include direct links to the new Asana project and the Gmail draft so the CS team has one handoff brief instead of digging through Close.

The whole point of this workflow is judgement, not a raw dump. Decide which tasks actually fit the deal, write the email like a human who was in the room, and produce a Slack brief that a CSM can act on in 30 seconds. If a deal is missing the context needed for a good handoff (no primary contact, no notes, etc.), still create the Asana project and Slack post but flag the gaps in the Slack brief so the team can fill them in.