Playbooks

Moments worth an email.

Each playbook is a moment your product can see, the event that enrolls the person, and an example sequence. The examples are ours; in the product, the AI drafts yours from your goal and you edit it.

• trial.started

  Someone started a trial

  Help a new trial reach the one action that predicts they stay.

  3 steps · stops on reply →

• usage.limit_reached

  An account hit its usage limit

  Reach the person at the moment the free plan stopped being enough.

  2 steps · stops on reply →

• activity.inactive_14d

  An active user went quiet

  Notice the drop-off before it turns into a cancellation.

  2 steps · stops on reply →

• job.closed

  A job or project was marked done

  Ask for the review, referral or next job while the work is fresh.

  2 steps · stops on reply →

• csv import · source=webinar-2026-09

  Follow up a list you already hold

  Event attendees, past customers, beta signups — people who already know you.

  2 steps · stops on reply →