Playbooks are a way for you to create clear, repeatable processes to move your customers efficiently through the customer lifecycle.

Prevent new team members from reinventing the wheel and have Planhat automatically manage what needs to happen, who needs to do it, and when it needs to be done.

In this video we will provide you introduction to our Playbook module and how to get started with creating your playbooks in Planhat.

You can also read the following article for more information on Playbooks:

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