Defining Playbooks

Correlated allows you to define product usage triggers that you care about to prioritize customer outreach. Your team can create flexible Playbooks using data from multiple data sources without writing a line of code. This means that your entire revenue team can work together to design Playbooks based on existing domain knowledge.

They can identify either Accounts or Users that exhibit certain behaviors. Correlated then tracks your customer base as they trigger (or stop triggering) Playbooks, and automates downstream notifications and actions accordingly.


Correlated builds a proprietary account-based and user-based view of your customers

Correlated automatically joins data that describes product usage with the associated accounts and users. As such, all analyses can be run for either an account or a user. Please read our documentation on data models to better understand how these different data types work.

To get started on building your own Playbooks, it's helpful to classify them to measure the customer lifecycles you care about.

  1. Positive Customer Lifecycle Signals
  2. Negative Customer Lifecycle Signals

If you know what Playbooks you want to build, you can move on directly to our Building a Playbook section!


Need some Playbook inspiration?

Check out our Sample Playbook Library to see how experts in the PLG space are using Correlated.