Playbooks: automated task sequences
Create a playbook, define ordered steps, set triggers, and apply it manually or via a rule.
Playbooks
A playbook is a reusable, ordered sequence of steps for a repeatable motion — onboarding, an adoption push, a churn save. Each step is a task template with a role-based owner and a relative due date (e.g. "3 days after apply").
Applying a playbook
- When creating an Action — pick a playbook in the New Action form to seed its task list; you'll see a "*N tasks from '{name}' will be added*" preview.
- On an existing Action — open the work-item drawer and choose Apply playbook. Replace playbook swaps in a different one (this closes the current open steps first).
- Automatically — a signal rule can apply a playbook when its conditions are met.
Applying instantiates the steps as real tasks, with owners resolved at apply time and due dates anchored to the apply date.
Where playbooks are managed
Admin Console → CS Content Library → Playbooks. Playbooks are what make key motions consistent instead of ad-hoc.
Related: *Creating and assigning Actions* · *Linking objectives to playbooks*