Start with the Trigger

The trigger defines what needs to happen to start the workflow. What needs to become true about an object for it to enter the workflow.

More trigger types coming soon, including scheduled triggers and triggers from other playbooks!

Pick an object

The first step to creating a Playbook is deciding what object you want to run the Playbook on. With Pocus’ flexible data model, you can build playbooks on associated objects, so the important thing to consider is where reps should be taking action.

Example: When a workspace has an overage, reps want to reach out to the billing owner. This could either be made as a playbook on the workspace or a playbook on the user. Surfacing the user will make it faster for reps to take action, but if it is unclear who to reach out to on the workspace, it would be better to surface the workspace.

Define the conditions

Triggers are made up of different traits, Signals, and Scores that you've created in Pocus. When a record that is eligible for the Goal first meets the criteria of the Playbook trigger, it will qualify for the Playbook and enter the workflow. Depending on the type of Playbook you are running, this will surface them in the Inbox, trigger an Automation to run, or both!

Example: You want to create a Playbook that focuses on finding senior premium users in a self-serve account.

The conditions above are defined to only include users in the self-serve segment who are senior premium users (>500 database count) and associated to an account where the PQA score is Good or Excellent.

🚧

Don't forget about Goal eligibility

In addition to the filter shown on the Playbook edit screen, records must be eligible for the Goal's filters. Clicking on the purple preview will give a view into what users meet both conditions. In the example here, there are 653 matching users.

📘

Keep an eye on Playbook volume

Playbooks are meant to be prioritized lists of surfaced leads, so be aware of the volume that is presented within these tables. If the Playbook will be surfaced to reps, It should be limited enough to be actionable.

Check out our Playbook directory for ideas or ask your CSM to enable Pocus Predicts AI for trigger suggestions.