Use case: Common internal playbook emails

Ensure your team is never out of the loop when it comes to account updates and changes—with email notifications to internal team members! Simply add a user reference field to the "To" line of a playbook email action to unlock the power of internal email notifications.

Here are some common cases for internal emails.

Account assignment

Send your CSM an automated email when they are assigned to a new account.

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Entry conditions	AND Customer Success Manager is present Contract Signed Date is within 7 days
Subject	Internal Update: You have been assigned a new account!
Body	Hi Recipient: First Name, You have just been assigned as the CSM for Account: Name (Account: Contract Value). This deal was sold by Account: Account Manager (CC'd). Please set up an account transition call to ensure you're up to date on all pertinent information related to this account.

Account health at risk

Send the account team an update when an account's health moves to "At Risk."

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Entry conditions	AND Customer Success Manager is present Contract Signed Date is within 7 days
Subject	🚨Warning: Account: Name is at risk
Body	Hi Account Team, Account: account name (Account: contract value) has just been moved to an at-risk health score: Account: Numeric Health Score. Please fill out an at-risk note in Catalyst and set up time with your account team (CC'd) to work through a save plan.

Goal achieved

Send your account team a note when the customer has just achieved a journey milestone or goal.

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Entry conditions	AND Journey Stage is any of Implementation Stage Goal is all goals met
Subject	Internal Update: Account: Name is crushing implementation! 🔥
Body	Hi Account Team, Account: Nameis crushing implementation and has just achieved all their goals: [Goal copy should be updated to reflect the goals set in your own journey.] -Activated key integrations: Account: Integrations -Officially live as of Account: Launch Date -Activated more than 90% of their user licenses: Account: Seat Utilization Let's all give Account:Implementation Managera round of applause!

Closed Won opportunity celebration

Send your account team when a new opportunity is closed-won.

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Entry conditions	AND Is Won is True Closed Date is within 7 days Amount is greater than 0
Subject	Opportunity: Opp Owner just closed a Opportunity: Amount Opportunity: Type
Body	Let's hear it for Opportunity: Opp Owner! You can find more information on this deal by searching Opportunity: Name in Catalyst.

Executive Sponsor Intervention

Send your CSM an automated when they are assigned to a new account

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Entry conditions	AND Executive Sponsorship is present Account Type is Customer Department Help is Executive Team
Subject	You've just been assigned as the executive sponsor for Account: Name
Body	Hi Recipient: First Name, You have just been assigned as the executive sponsor for Account: Name. Account: Customer Success Manager (CC'd) will respond in this thread to let you know why you have been assigned and the role they need you to play with this account.