Execute pre-planned activities.
[At the right time. Every time.]
Create, automate, and monitor Playbooks for all roles and scenarios.
Say [goodbye] to static documents and [hello] to SmartPlaybooks.
SmartPlaybooks gives teams of any size the ability to automate and drive standardized operational activities at scale.
Use SmartPlaybooks for streamlined customer onboarding, renewals, escalations, delivery, and more.
Consistent
Prescribed activities lead to better outcomes.
Flexible
Configure templates to fit your workflow style.
Efficient
Save time with pre-defined tasks and team guidance.
Scalable
Achieve more with your existing team.
HOW IT WORKS
Consistency + Scale + Results
Effortlessly drive streamlined processes.
STEP 1
[Create] a template.
A template is a set of tasks and activities you want performed.
Easily create templates for any scenario, mapped to various roles on your team.
Not sure where to begin? We offer a library of Playbooks that follow industry standards.
STEP 2
[Set] conditions.
Conditions can be diverse and dependent on specific data relevant to each scenario.
Our automation engine lets you set conditions for initiating a Playbook.
Want to automatically trigger your Onboarding processes five days after a contract is signed? No problem!
STEP 3
[Track] execution.
Track your team's progress without the need to search for answers across multiple channels.
Once a Playbook is initiated, users (eg. John Smith) will start receiving notifications for tasks and activities based on their role (eg. Account Manager, Delivery Manager).
Stay informed about progress and delays through platform notifications and alerts - choose your preferred method!
