Transition Playbooks — AI Suggested Next Steps
For each deal, the AI generates a Playbook: a short ranked checklist of next steps that move the deal forward (specific email to send, stakeholder to loop in, gating question to answer). Playbooks regenerate when context changes.
Steps
- Open any deal card from the pipeline.
- The Playbook section lists ranked next-step suggestions with reasoning.
- Click an action to draft the message / create the task / move the stage with one click.
- Mark steps as done; the Playbook regenerates around what's left.
Good to know
- Playbooks are tailored to the deal's pipeline AI Profile (see Pipeline AI Settings).
- Re-generate manually if the deal context just changed materially (new email, new stage).
Example: A junior AE opens the "Acme — $36K Annual" deal that's been sitting in Proposal for 9 days. The Playbook reads: "1) Send pricing comparison vs. their incumbent (a deck is referenced in your Mar 14 email); 2) Loop in their CFO Maya — she's been cc'd on past procurement deals at Acme; 3) Offer a 14-day pilot to address the risk objection from the demo." Each item is one click to action — he sends the deck and books the CFO intro within 5 minutes.