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Deal Closing Workflow

Streamlined contract generation, approval routing, and post-close handoff orchestration

Complexity: Complex | Duration: 30m+ | Category: Business/Sales

Tags: deal-closing contracts approvals handoff

Workflow Diagram​

Steps​

Step 1: Deal validation​

Agent: deal

desk-agent - Verify all required information complete

Step 2: Contract generation​

Agent: /generate

contract - Create MSA, SOW, order form from templates

Step 3: Approval routing​

Agent: /route

approvals - Send to legal, finance, leadership as needed

Step 4: E​

Agent: signature

legal-contract-specialist - Initiate DocuSign/Adobe Sign workflow

Step 5: CRM close​

Agent: /update

opp - Mark opportunity as Closed Won

Step 6: CS handoff​

Agent: /handoff

to-cs - Create customer success record with context

Step 7: Revenue recognition​

Agent: /recognize

revenue - Trigger finance revenue booking

Usage​

To execute this workflow:

/workflow business/sales/deal-closing-workflow.workflow

See other workflows in this category for related automation patterns.