@Katie Baker Hi!! Thanks for sharing this information. I'd love to learn more about the automated playbook for accounts who have had a drop in usage. Do you also have anyhting on accounts who don't have a CSM assigned? I'm trying to create a workflow for customers who are completely inactive. We're just starting our Digital strategy.
Hi Dickey!I just started at Aqua Security and we are leveraging PlanHat as our CRM. We are in the process of building out Playbooks within the CRM and having those playbook trigger based on certain criteria (low/no adoption after a period of time, low health score, at-risk account, etc.)