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Playbook for Sales & RevOps

Turn Chaos into
Seamless Automation

Playbook orchestrates your data, agents, and signals- syncing effortlessly with your tools to eliminate busywork and keep your revenue engine running smoothly. Let copilot handle the grunt work while you focus on what matters- building relationships and closing deals.
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Trusted by 320+ Global Enterprises

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Automate Today. Close Tomorrow.

Sales teams waste valuable hours on repetitive tasks that stall momentum. Playbook automates and orchestrates your sales and RevOps workflows—so your team never misses an opportunity.
  • Listens for sales triggers, filters the noise, and executes plays in real time.
  • Integrates seamlessly with CRM, email, Slack, and 200+ other platforms.
  • Eliminates busywork so Sales & RevOps teams can focus on closing deals.

Playbook for Every Sales Signal—Transformed into Action

Triggers – Never miss an opportunity.

Playbook listens for key signals—new leads, job changes, deal stage updates, Technographic changes—and activates the right workflow instantly.

Criteria – Precision matters.

Filter out irrelevant data with smart criteria, ensuring only high-quality leads and actions move forward.

Actions – Automate everything.

From updating CRM records to sending emails and enriching contacts, Playbook takes care of the busywork so your team can focus on selling.

Templates – Get started in minutes.

Use pre-built automation templates for lead assignment, follow-ups, deal progression, and more—or create your own in just a few clicks.

Plays – Your sales workflows, fully automated.

Eliminate repetitive tasks with intelligent Plays that automate lead follow-ups, pipeline updates, and deal progression effortlessly.

No Code, No Hassle-
Just Chat or Drag & Drop Your Workflow

Set up workflows effortlessly using an intuitive drag-and-drop builder or a simple chat with the system—no technical skills required. With seamless integrations into your existing tools (CRM, Salesloft, Outreach, Slack, etc.), everything stays in sync for smooth, automated execution.

Pre-built Workflows & Sequences

Choose from our library of proven, signal-based workflows that you can use as-is or customize. We’ll generate cadences for each signal directly in your Salesloft/Outreach—no need to start from scratch.
See Pre-built Templates

The Superhuman Advantage of
SMARTe Playbook

Efficiency

Consistency

Scalability

Visibility

Our Robust Data

238
M+

B2B Contact Data

60
M+

Company Profiles

33
K+

Technologies Tracked

70
%+

Mobile Numbers availability

Schedule a Personalized Demo