Tag
#digest
2 playbooks tagged #digest.
- ops 10 minutes · intermediate
Get a weekly digest of what your agent did
Routine that reads the audit log every Friday and Slacks a category breakdown: cases resolved, flags toggled, surveys created. Don't trust — verify in 60s.
#analytics#audit-log#routine#automation - ops 10 minutes · intermediate
Weekly CSM book-of-business digest
Create a weekly account digest for each CSM with risks, expansion signals, product adoption, and customers needing outreach.
#analytics#customer-success#routine#b2b