Playbook templates
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Google Sheets → Slack
Send a Slack message for every new row in a spreadsheet
Process Swag orders
Automatically deal with new swag orders via a Google Form
2
Inbound Demo Request
Prepare and follow up for "request a demo" meetings
- Featured
Incident post-mortem
Follow up on production incidents
- Best practice
Internal Newsletter
Prepare & send monthly internal newsletters
Triage & respond to App Store reviews
Featuring ChatGPT-generated draft replies
- Featured
Calendly → Google Sheets
Add newly scheduled Calendly event details to a spreadsheet
Interviewing Candidates
- Best practice
Customer Support
Triage and respond to customer support tickets
- Best practice
Meeting Follow Up
Follow up after every meeting to get the most out of it!
- Best practice
Calendly -> Apollo
Update Apollo Contact stage when a Calendly event is scheduled.
- Ready to try

Employee Onboarding
- Best practice
Prepare User Studies
Prepare notes for upcoming user studies that are scheduled via Calendly
- Featured
- Best practice
Triage & respond to Play Store reviews
Featuring ChatGPT-generated draft replies
Schedule Lever Interviews from Calendly
2
Sales-to-Success handoff
From AE to CSM to a happy customer
- Featured
- Expert creator
- Best practice
Candidate Outreach
- Best practice
Incident response
Respond to production incidents fast and with confidence
- Best practice
New User Welcome Campaign
Short personalized drip campaign triggered by a webhook from your product
Jira -> HubSpot
Create a HubSpot ticket when a new Jira issue is created
Gmail → Sheets
Automatically add newly received emails to Google Sheets
Google Forms -> Notion
Collect new form responses in a Notion database
Customer onboarding
Minimalist playbook demonstrating basic Google Slides and Gmail automations
Employee Offboarding
- Best practice
QBR Preparations
Prepare QBRs with customers in a timely manner
Pipedrive -> Jira
Create an issue when a deal is won
Quickly handle cold emails in Gmail
Reply and archive automatically when you label a cold email
Google Forms --> Google Drive

Fireflies.ai → Affinity
Automatically add AI-generated meeting notes to a contact
Formspark.io → Slack (Webhook trigger)
Send Formspark.io submissions to Slack
Webflow -> Hubspot
Capture Webflow form submissions in Hubspot
Apollo -> Pipedrive
Create Pipedrive person when a new contact is created in Apollo.
Schedule Ashby Interviews from Calendly