Post install prep message when deal hits action

Your installation handoffs miss details when deals reach action, causing prep gaps and scheduling delays. Get formatted install briefs in your ops channel so the team can prepare and schedule same day.

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Overview

Deals that reach your installation stage need a repeatable handoff; without it, prep stalls and site dates slip. This flow turns each qualifying deal into a standardized ops brief so coordinators have specs and document links in-channel within minutes.