Creating a playbook
Build an automated workflow on the playbook canvas.
Playbooks automate the steps your team repeats, such as welcome emails, check-ins or escalations.
- Open Playbooks and select Add Playbooks.
- Enter a Playbook Name and Description.
- Choose the Entity Type and Status.
- Choose a Trigger Type: Manual, Segment or Scheduled.
- Optionally turn on Enable Exit Trigger, which ends all in-progress enrollments when its condition is met.
- On the canvas, select the + below Start Trigger to add steps. See Playbook steps reference.
- Select Save.
Trigger types
| Trigger | Starts when |
|---|---|
| Manual | You enroll companies yourself |
| Segment | A company enters the segment you choose |
| Scheduled | The schedule you set comes round |
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