Playbooks: Examples and best practices
Best practices on how to create playbooks that fit your workflows.
Anatomy of a PlaybookThis article describes all the elements of a playbook.
Executing playbooks in sequenceThis article describes how to execute playbooks one after the other.
Playbook entry and goal conditions: use casesThis article provides some most common use cases for playbooks
Playbook example: Take actions on qualified users (PQL) from qualified accounts (PQA)This article describes how to create a PQA/PQL Playbook.
Playbook example: Take action on accounts likely to churnThis article creates a playbook that will start a retention drip campaign when an account is likely to churn.
Playbook example: Take action on a 'Free'-tier account, after a long time of inactivityThis articles describes how to mark an account as inactive, and take action when that account becomes active again.
Playbook example: Notify CS team of accounts visiting the 'Delete account'-danger zoneThis article creates a playbook that will act on accounts visiting the 'Danger zone'