Product · Workflows
Every new lead arrives with their plan already built
Design a persona's process once. When someone submits a form, is imported or replies to outreach, the whole plan is cloned for them with dates and owners.
Templates: onboarding, nurture, follow-upStart from a plan, not a blank page.
Rules: when this happens, do thatEmail, task, field or notification.
Planbook boards and My TasksThe brand's work, and each person's day.
Comments, @mentions, attachmentsOn the task, not in a chat.
A process designed once, run for everyone
A journey is an ordered pipeline of tasks with owners and due dates. Attach it to a persona and every matching contact gets their own copy.
Onboarding, nurture and follow-up templatesDates and owners set on cloneRuns on form, import or replyOne journey, many contacts
When this happens, do that
Rules at brand level: a form is submitted, a stage changes, a task completes. Then send an email, create a task, set a field or notify someone.
Triggers on forms, stages and tasksSend email, create task, set field, notifyCompleting a task can fire the next stepNothing runs twice
The work of the brand on one board
Planbook boards hold every plan; My Tasks shows each person their day. Comments, @mentions and attachments live on the task.
Planbook boards per brandMy Tasks per personComments and @mentionsAttachments on the task
How it works
From lead to done
1A trigger firesA form, an import, a reply or a stage change.
2The plan is clonedThe persona's journey, with dates and owners.
3Tasks land with ownersEach person sees theirs in My Tasks.
4Done fires the next stepAn email, a task, a field, a notification.
Workflows questions
Templates cover onboarding, nurture and follow-up. Edit one, or start from a blank rule.
Design the process once
Then let every lead run through it.