Outcome. A new deal automatically gets a task pointing the owner to the standard discovery-call playbook, so reps stop asking sales ops which questions to cover on the first call.
Workflow map
Enrollment, branches and actions at a glance
sales-ops-018
flowchart TD
A[Deal is created] --> B[Create discovery playbook task for deal owner]
When to use it, when not to
- UseUse it when your team has a single, current discovery playbook (in Sales Hub's Playbooks tool or elsewhere) and wants it surfaced without a rep hunting for it.
- UseUse it as a light-touch nudge, not a hard gate; this workflow does not block anything from happening if the task is ignored.
- SkipDo not use it if you run multiple discovery playbooks by product line or deal type; branch first (see Variants) or reps will get the wrong playbook linked.
- SkipDo not use it for deals created by a data import or migration; add a filter excluding bulk-created deals if your process distinguishes them (for example, a source property), otherwise every backfilled deal spawns a stale task.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.2 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.1 numbered action
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
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One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
