Automate the work that keeps customers moving.
Build playbooks on a visual canvas, run onboarding from templates and let tasks assign themselves. CSNook handles the reminders, hand-offs and follow-ups so your team spends its time with customers.
Repeatable processes for every stage of the customer journey.
Visual playbook builder
Drag together triggers, waits, if/else conditions, tasks, emails and field updates on one canvas.
Segment and scheduled triggers
Start a playbook manually, on a schedule, or the moment an account enters a segment.
Onboarding templates
Task lists per segment and stage that assign themselves and move accounts forward when complete.
Automatic task assignment
Route tasks to the account CSM, a named person or a whole team, with due dates set for you.
Alerts by email and Slack
Notify the right people when health drops, a task is created or an account changes owner.
Exit rules
Stop every in-progress enrollment as soon as a condition is met, so customers never get the wrong message.
Plan, act and follow through without the chaos.
Onboarding that runs on rails.
Create a template once for each segment. When a company enters an onboarding stage, its tasks are assigned to the right CSM, and the account moves to the next stage when every required task is done.
- Required and optional tasks
- Templates matched to segments
- Automatic stage progression
Template · Trial to paid conversion · High value clients
One list of everything due today.
Every CSM gets a personal view of their tasks and meetings across all accounts, including the ones playbooks created for them.
- Company and team tasks
- Priorities, states and due dates
- Rich notes with templates and variables
The right alert, to the right person, in the right place.
Choose which events notify whom and on which channel. Health warnings go to the account CSM and the admin. New tasks go to the assignee.
- Email and Slack channels
- Health, task and assignment alerts
- Weekly summaries for each CSM
Notifications
Watch accounts move across the board.
A kanban view of every account by stage, with MRR on each card. Create your own group-by boards for tasks by status or accounts by CSM.
- Drag-free automatic stage moves
- Custom group-by boards
- Export any view to CSV
Demo 4
Trial 2
Onboarding 3
Won 6
Automation, with Nook AI
Playbooks follow your rules. Nook AI helps you decide which rules to run.
AI summaries give CSMs the full story before they act on a task.
Nook recommends a playbook for accounts showing risk.
Approve and the agent creates tasks or enrolls accounts for you.
3 accounts need attention before renewal.
Questions, answered.
What can start a playbook?
Three trigger types: manual enrollment, a schedule, or an account entering a segment.
Which steps can a playbook include?
Create task, wait a number of days, wait until a condition, if/else conditions, go to step, set attribute, send email and exit playbook.
Can a playbook stop on its own?
Yes. Turn on an exit trigger and every in-progress enrollment ends as soon as its condition is met.
How do onboarding templates move accounts?
When a company enters an onboarding stage, the template's tasks are assigned automatically. Once all required tasks are complete, the company moves to the next stage.
See CSNook on your own accounts.
Book a 30-minute walkthrough. We'll connect a sample of your data and show you where Nook AI would have flagged risk this quarter.