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SALESKEYS PLAYBOOKS
Use no-code playbooks to orchestrate Vera, Clara, and Victor—turning research, outreach, reply handling, and opportunity progression into a versioned, testable execution chain.
What event starts the workflow?
What should happen under which conditions?
Where should a person review, approve, or step in?
What should the Worker send, update, or escalate?
How does the workflow evolve over time?
How will it behave before go-live?
1. New lead assignment
2. Research & verify buyer
3. Fit score > 80?
4. Create & send email
5. Detect positive reply
6. Create next action
END-TO-END PLAYBOOK EXAMPLE
This global buyer acquisition example shows how three digital workers share context, hand off on conditions, and write every step back to CRM.
STAGE 01 · RESEARCH & VERIFY
A new-market task triggers Vera to research against ICP, territory, and exclusion rules.
NODE OUTPUT
High-fit accounts + verified contacts + recommended angles
STAGE 02 · OUTREACH & INTENT
When fit reaches the threshold, the playbook gives Vera’s evidence and angles to Clara and starts a governed sequence.
NODE OUTPUT
Conversation history + reply intent + meeting or human-takeover signal
STAGE 03 · OPPORTUNITY PROGRESSION
When Clara detects a positive reply or meeting signal, the playbook hands off to Victor with full research and conversation context.
NODE OUTPUT
Actionable opportunity plan + CRM write-back + risk and follow-up alerts
3
Digital workers coordinated
6
Core execution nodes
2
Conditional handoffs
100%
Execution evidence retained
Thresholds, approvals, wait times, channel actions, and CRM write-back rules can all be configured, simulated, and versioned inside the playbook.
Pick the revenue motion to automate: acquisition, follow-up, qualification, or handoff.
Set what starts the workflow: new leads, stage changes, or signal detection.
Configure conditions, branches, timing, and actions.
Add approval points for high-risk moves to stay compliant or escalate when needed.
Test playbooks with realistic data and validate behavior before launch.
Turn playbooks on, watch outcomes, and iterate from feedback.
Playbooks are designed so revenue leaders, operators, and admins can shape how work runs without kicking off an engineering project for every change. Teams adapt faster, test safely, and refine execution without rebuilding the system each time.
Before go-live, teams should see what would happen, review likely outcomes, and confirm where human gates or policy rules apply. That makes launches safer—especially when automating acquisition, follow-up, write-backs, or escalation at scale.
