Setting up playbooks just got a whole lot easier. Instead of configuring each automation by hand, describe what you want to automate and Olli proposes a ready-to-use set of playbooks tailored to your org's stages, frameworks, and workflows.
What's new
Describe, don't configure.
Tell Olli what you want to automate in plain language or pick from suggested prompts like "Help me set up playbooks for my sales process" or "Create playbooks for post-meeting follow-ups." Olli generates 2–4 playbook proposals based on your org's actual pipeline stages, frameworks, and workflows.Editable proposal cards.
Each proposal shows the trigger, actions, and notification settings with a rationale for why it helps. Before creating anything, you can swap stages, frameworks, or workflows via inline drop downs, toggle living documents, adjust notification channels, and rename titles — all without leaving the card.Create one at a time.
Nothing goes live without you clicking "Create Playbook" on a specific card. Skip what doesn't fit, edit what's close, or type follow-up feedback and Olli will regenerate proposals incorporating your changes.Getting Started
You must be a Fluint admin to use the wizard when configuring playbooks for your org.
- Go to Playbooks in the sidebar
- Click "What playbooks can I help you create?" (or the wizard icon in the header if you already have playbooks)
- Describe what you want to automate, or pick a suggested prompt
- Review the proposal cards — edit triggers, actions, and notifications inline
- Click Create Playbook on each card you want to activate
- Send follow-up feedback to refine and Olli will update the proposals
