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Account handoffs
Six-month handoff brief. When the CSM changes, transfer six months of context in a single document.
Side by side: token usage, with and without Paperbase
~130k tokens saved · 81% less work for the agentWithout Paperbase
~160k tokens
- Read six months of emails, tickets, and meeting notes for the account.
- Ask the outgoing CSM what matters and skim their notes.
- Reconstruct the relationship, the promises, and the politics.
- Transfer context verbally, losing most of it in the handshake.
With Paperbase
~30k tokens
- Pull the account's Interactions over the handoff window.
- Pull open Commitments, Decisions, and escalations.
- Summarize the relationship arc: what changed, what is owed, what is sensitive.
- Produce the handoff brief, every claim cited.
Agent prompt
You are preparing a handoff brief for {{account_name}} from {{outgoing_owner}} to {{incoming_owner}}.
Using Paperbase:
1. Pull the account's Interactions over the last {{months}} months, summarized by theme.
2. Pull open Commitments, with owner, due date, and status.
3. Pull Decisions made about or with the account, with rationale.
4. Surface Sentiment trends and any escalation history.
Output a single handoff document:
- Where the relationship stands.
- What we owe (commitments with owners and dates).
- What the customer asked for and got (or did not).
- Sensitive points and the quote behind each.
- Recommended first move for the incoming owner.Placeholders in {double_braces} are inputs the agent will ask for at runtime. Give the prompt to any agent connected to Paperbase, and the rest grounds in your own memory graph.