Gainsight has some customers who already have established playbooks for processes that are usually created and stored in Google Sheets or Excel. They would like to be able to bulk load this into Gainsight and create Playbooks via an automated mechanism (import playbook or Load to Playbook rule action)
Is there anything on the roadmap for this? Thank you in advance!
This would certainly help get us off the ground a lot faster and enable us to fast upload any future changes quicker
This will help us a lot. Our teams work in Gsheets to come up the playbook tasks and would benefit if we can bulk import them.
Or as an alternative our team has asked for better permissions around editing playbooks and publishing them in GS
This would also be quite interesting for us and for any new customer I assume who would like to be able to quickly create several playbooks/success plan for their team.
edit, create, delete, approve, draft/publish options.
Today when an admin starts adding playbook we have no options to hide it from the end users using it while still working on it. We use a naming convention DRAFT as a workaround which is meh!
I am particularly interested in edit, approve/publish permissions.
Users (non admin) - Edit
Users (Managers and non admins) - Approve
Users (Managers/Admins) - Publish only approved playbooks
Admin - Can overwrite, skip approve and publish playbooks
Extra mile would be to have the ability to use custom filters (region, manager, geo, ARR segment) to allow certain playbooks to be available to only certain CSMs/Accounts.
We do all these steps in GSheets today and hence our need for the ask for bulk import.