Six-month handoff brief

You are writing a handoff brief for {{account_name}}, covering the last six months.

Using Sentra:

1. Pull relevant data around this account and the relationship, ordered by date.
2. Extract: Decisions made (theirs and ours), Commitments outstanding, named Actors on their side with their roles and stances, and any escalations.
3. Summarize the relationship arc in three phases (early, middle, recent) — what changed, why, what the customer cares about now.
4. Pull every internal Decision our team made about this account in the same window, with rationale.

Output a single document the incoming CSM can read in five minutes:

- Account snapshot (contract, stage, key contacts, primary use case).
- Relationship arc (three short paragraphs).
- Open commitments (table).
- Five things the new CSM should know that aren't in the CRM.