Production Playbooks

Automation playbooks you can actually ship.

Clear trigger definitions, error-handling rules, and step-by-step recipes to eliminate manual copy-pasting across your business operations.

PLAYBOOK 01

Intermediate 45 min setup

Lead to qualified call

Capture inbound leads via conversational forms, score their criteria, assign reps, and offer instant calendar booking for high-value prospects.

TRIGGER EVENT: New submission on inbound Typeform form

Tools: Typeform HubSpot Cal.com Slack

PLAYBOOK 02

Beginner 25 min setup

Classify incoming customer questions, query indexed company SOPs in Notion, and resolve common inquiries autonomously via Fin AI.

TRIGGER EVENT: Incoming customer conversation initiated in Intercom messenger

Tools: Intercom Notion Slack

PLAYBOOK 03

Beginner 30 min setup

Recover overdue revenue automatically with timed dunning emails and automatic pipeline status synchronizations.

TRIGGER EVENT: Stripe webhook: invoice.payment_failed

Tools: Stripe Resend HubSpot

PLAYBOOK 04

Intermediate 40 min setup

Detect when SaaS trial users complete or miss core product activation milestones, delivering tailored guidance to convert them into paying accounts.

TRIGGER EVENT: PostHog event: workspace_created or milestone_delayed_72h

Tools: PostHog Make ActiveCampaign Slack

PLAYBOOK 05

Intermediate 35 min setup

Turn an approved Notion article into formatted social threads, newsletter excerpts, and cross-platform publishing tasks automatically.

TRIGGER EVENT: Notion database status updated to "Ready to Publish"

Tools: Notion Make Airtable