Handoff Agent -> CS SP

The Staircase handoff agent produces some great readouts & suggested actions re: goals, key stakeholders, open concerns, etc. However as of now, those are strictly limited to visibility within Staircase or exporting a .pdf document. There doesn’t appear to be any way to send these items (outside of the high-level summary) into CS or utilize them in the creation of a Smart CTA/Success Plan for a CSM.

With the upcoming introduction of AI Success Plans, and to limit a CSM having to export the .PDF & either manually create a SP or ask Claude to do it based on the document, it would be amazing if Staircase could auto-create these assets based on the findings of its analysis