Overview

Custom playbook tasks allow you to automatically extract and generate valuable information directly from your call transcripts. These tasks can create anything from follow-up emails and inventory lists to call sentiment analysis and detailed call notes, helping your sales team stay present during calls without worrying about manual note-taking.

Video Walkthrough

Getting Started

Accessing Playbook Settings

1. Navigate to Settings in your dashboard
2. Select Playbook from the menu
3. You'll see your standard playbook tasks (questions, etc.) at the top

Best Practice: Place custom post-call tasks at the bottom of your playbook so they execute after the call is completed.

Pre-Built Playbook Tasks

Your account includes several ready-to-use playbook tasks:

Generate Follow-Up Email

• Purpose: Creates personalized follow-up emails with discussion points and next steps
• Features: Includes warm opening and bullet-pointed action items
• Customizable: Adjust tone, content, and format to match your communication style

Inventory Items

• Purpose: Automatically extracts all inventory discussed during the call
• Benefit: Perfect for sales teams to capture product discussions without manual tracking
• Scalability: Handles any number of items mentioned (even 60+ items)

Generate Call Feedback

• Purpose: Analyzes call sentiment and provides coaching insights
• Output includes:
  • Sentiment analysis (positive, negative, neutral)
  • Confidence level with explanations
  • Improvement opportunities for sales representatives
  • Specific coaching recommendations

Move Info

• Purpose: Extracts and organizes all call information into an easy-to-read format
• Benefit: Transforms summary information into structured, accessible documents

Creating Custom Playbook Tasks

Step-by-Step Process

1. Add New Task
   • Click Add Task in your playbook settings
   • Enter a descriptive name (e.g., "Generate Email", "Custom Extract")
2. Configure Action
   • Select appropriate action type (e.g., "Send Email" for email generation)
   • For custom information extraction, use "Custom" action type
3. Write Your Prompt
   • Provide clear instructions for what you want extracted or generated
   • Be specific about tone, format, and content requirements
   • Example prompt: "Put together an email that includes main discussion points and next steps. Be sure to include a warm opening, as well as the items above in bullet point form."
4. Save Your Task
   • Review your settings before saving
   • Tasks will appear in the specified playbook

Custom Prompt Examples

For Call Summary Extraction:

Extract and organize all key information from this call transcript. Include:
- Main discussion points
- Customer concerns or objections
- Next steps and follow-up actions
- Important dates or deadlines mentioned
Format as a structured, easy-to-read document.

For Sentiment Analysis:

Analyze the overall tone and sentiment of this call. Provide:
- Overall sentiment (positive/negative/neutral)
- Confidence level in assessment
- Key indicators supporting the sentiment
- Recommendations for follow-up approach

Using Playbook Tasks

Accessing Completed Tasks

1. Navigate to your completed call
2. Look for the playbook tasks section (appears after call completion)
3. Each task will have a Generate or Run Action button

Generating Results

1. Click Generate on the desired task
2. Click Run Action to execute the task
3. Review the generated content
4. Copy and use the output as needed

Example Workflow

For Follow-Up Emails:

• Click "Generate Email"
• Review the generated content
• Copy and paste into your email client
• Send to customer

For Call Feedback:

• Click "Generate Call Feedback"
• Review sentiment analysis and coaching insights
• Use improvement opportunities for sales training
• Document feedback for performance reviews

Best Practices

Task Organization

• Place post-call tasks at the bottom of your playbook
• Use descriptive names for easy identification
• Group related tasks together

Prompt Writing

• Be specific about desired output format
• Include tone and style preferences
• Specify what information to include or exclude
• Test and refine prompts based on results

Team Implementation

• Train sales team on available tasks
• Establish workflows for using generated content
• Regularly review and update task prompts
• Use feedback insights for ongoing coaching

Customization Options

Tailoring to Your Needs

• Tone adjustment: Formal, casual, or industry-specific language
• Content focus: Emphasize specific types of information
• Format preferences: Bullet points, paragraphs, or structured lists
• Length control: Brief summaries or detailed analyses

Advanced Tips

Maximizing Effectiveness

• Regular updates: Refine prompts based on team feedback and results
• Integration: Incorporate generated content into your CRM workflow
• Quality control: Review generated content before sending to customers

Scaling Your Process

• Create task templates for different call types
• Establish team standards for using generated content
• Track which tasks provide the most value
• Continuously optimize based on results and feedback

Need Help? If you need assistance with playbooks or other Copilot features, contact our support team at help@supermove.com or reach out to your Customer Success Manager