Playbooks & Automation

Define trigger-action rules: "When X happens, always do Y." Automate consistent follow-through at scale.

✦ Eliminate repetitive follow-up work. Let playbooks handle the routine.
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Sales Playbook
When
Deal enters "Proposal Sent" stage
Then
Send follow-up email in 3 days, add to weekly review
Customer Success Playbook
When
Customer is 90 days into subscription
Then
Schedule check-in call, send health assessment
Partner Relationship Playbook
When
Haven't talked to partner in 60 days
Then
Send personalized message, suggest catch-up

The Problem

Best practices get forgotten. Consistency fails without automation.

How It Works

Set once. Works forever. Zero manual intervention.

1
Define
Create playbooks by setting triggers and actions.
2
Monitor
Wren watches for trigger conditions across all your data.
3
Execute
When trigger fires, action runs automatically (or notify you).
4
Optimize
Track outcomes. Refine playbooks. Build institutional knowledge.

Key Benefits

⚙️
Consistency
Every customer, prospect, and partner gets the same high-quality follow-up.
⏱️
Time Savings
Eliminate repetitive tasks. Free up time for high-value work.
📈
Scale
White-glove service at any volume. Best practices scale automatically.

Who Benefits Most

Sales Manager
Playbooks ensure every deal gets consistent follow-up cadence.
Customer Success
Automate onboarding, milestone calls, and renewal reminders.
CEO / Founder
Ensure key relationships get attention. Delegate with confidence.

Automate Your Best Practices

Create playbooks once. Benefit forever. Consistent follow-through at scale.