Microsoft Teams · Lead handoff
Standardize sales handoffs inside Microsoft Teams
Oz turns call notes and qualification context into a consistent Teams-ready handoff so the receiving seller knows the buyer, problem, timing, and next move.
Built for: Microsoft-centric go-to-market teams routing leads across functions.
The workflow
From source context to a reviewable action.
- 01
Bring the relevant context
Start with a public input now. After signup, authorize the minimum source access needed for the connected version.
- 02
Oz separates fact from inference
The result organizes evidence, gaps, and suggested next steps instead of hiding uncertainty behind a generic summary.
- 03
You review the output
Save the result, connect the workflow, and keep customer-facing or system-changing actions behind approval.
Example output
What a useful first pass looks like
Oz produces a concise Teams post that explains why the lead is qualified, identifies the technical evaluator, and proposes the next meeting objective.
Limitations
What Oz will not pretend to know
- A handoff is only as complete as the captured source material.
- Teams posting remains reviewable and respects the destination's access controls.
Run it now
See the output before you create an account.
The matching public tool is free, requires no login, and returns the result on-page.
Draft the handoff