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Help centre/Playbooks, tasks & onboarding

Playbooks, tasks & onboarding

Automate follow-ups, onboarding and daily work.

Creating a playbookBuild an automated workflow on the playbook canvas.Playbook steps referenceEvery step you can add to a playbook.Enrolling companies and tracking runsStart a playbook manually and see how each run is going.Onboarding project templatesTask templates that run onboarding for each segment and stage.Creating tasks and using My WorkAdd tasks, assign them and keep track of your day.Notification settingsChoose which events notify whom, and on which channel.