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Automatically attach file to CTAs

Related products:CS Cockpit & Playbooks
sarah_couch
trevor_shand
jam
jonathan_mann
  • sarah_couch
    sarah_couch
  • trevor_shand
    trevor_shand
  • jam
    jam
  • jonathan_mann
    jonathan_mann

trevor_shand
How can I automatically attach a file to a CTA? That is, every time a specific CTA fires, the files needed to help with the process are there. For example, we have a CTA for their quarterly EBR. To support this, the CSMs have created an EBR template to fill out. Right now they need to know there is a template and where to find it. I'd like to have it so every time the EBR CTA fired, the file would simply be attached.

10 replies

lila_meyer
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  • Gainsight Employee ⭐️⭐️⭐️
  • 1447 replies
  • January 30, 2017
Hi Trevor, I think what you're describing is a feature enhancement -- the ability to attach a file to a Playbook and then trigger a CTA with that Playbook from the Rules Engine. I'm going to switch this post from a Question to an Idea, so the product manager will see it too. Thanks for your input!

trevor_shand
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  • Author
  • Helper ⭐️
  • 42 replies
  • January 30, 2017
Ahh, I thought I'd read somewhere that this was already possible. Thank you for moving it.

lila_meyer
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  • Gainsight Employee ⭐️⭐️⭐️
  • 1447 replies
  • January 30, 2017
Users can manually attach files to CTAs, but I don't think it's possible via Playbooks and Rules.



https://support.gainsight.com/hc/en-us/articles/229988467-Configure-CTA-File-Attachments

trevor_shand
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  • Author
  • Helper ⭐️
  • 42 replies
  • January 30, 2017
I saw that, which may have been what gave me the idea we could automate it.

tzundelgainsightcom
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This is a great idea, Trevor! I could see many use cases for it, from a CSM perspective. I'm hoping tis is on our roadmap.



If you haven't already, be sure to register for our Roadmap webinar tomorrow!

dan_ahrens
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  • Expert ⭐️⭐️⭐️
  • 1984 replies
  • January 30, 2017
Hi Trevor,

One idea I've seen used is to put the template online like in a shared Google Drive, Box or Dropbox folder and then paste the link to the doc in the description text of the CTA.

sundar
  • Expert ⭐️
  • 534 replies
  • January 31, 2017
Trevor - Is the file same for all the CTA's? if yes then Dan's Idea would be best suited. You can add the file link in CTA comments section.

bill_davis
  • Contributor ⭐️⭐️⭐️
  • 22 replies
  • March 27, 2018
Has this ever been enabled?



I would like to add a Document that must be completed during onboarding and used to create a Collaborative Success Plan, and the ability to supply the document for the CSM on the CTA is perfect.

lila_meyer
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  • Gainsight Employee ⭐️⭐️⭐️
  • 1447 replies
  • March 27, 2018
Hi Bill,



I think your request is similar to the discussion on this thread. Please take a look and let us know if you're trying to do something a little different. The original request in this post was not implemented in the product. 

bill_davis
  • Contributor ⭐️⭐️⭐️
  • 22 replies
  • March 28, 2018
Thanks Lila,



Yes I knew about that feature and we use that for our customers already, my request was internal, as in the Attachment resided on the CTA task and the CSM saw it.

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