Robot Overview

Robots are powerful tools that help Playbooks users, managers, and administrators automate common administrative tasks in your Playbooks and CRM.

Watch the video below for an introduction to the anatomy of a Robot and learn how a robot interacts with your CRM.


Where can you create and manage Robots?

Robots can only be accessed from the Playbooks Manager App. Therefore, anyone wishing to create Robots will first need to have access to the Playbooks Manager App.


Who can create Robots?

The ability to create and manage Robots is dependent on the permission to “Manage Robots.” Users granted this permission will be able to create new Robots but also modify and delete Robots created by other users.

As you will learn in this course, Robots are very powerful tools. Which is why we recommend the permission to Manage Robots be given to a select few and STRONGLY recommend those users be CRM Administrators or individuals with expert knowledge of your CRM and Sales Process.


Viewing all Robots

When you browse to the Robots Tab of the Playbooks Manager, you will find the list of all Robots. Looking at this view you can see a few things:

  1. Priority. How Robots are ordered is important because that is the order in which they will be evaluated. This course will go into detail about how best to order your Robots.
  2. Created and Modified Dates and Names. This information is helpful for tracking and troubleshooting purposes. Change logs are NOT currently available; we recommend that you record and log changes to Robots via your internal tools and processes noting what changes were made, the anticipated impact, and/or what prompted the change.
  3. Last Run Date and Time. When Robots find a record that meet the criteria, it will complete the action and the “Last Run” date and time are generated. Keeping an eye on this will help to alert of potential breakdowns in your sales or automation process.
  4. On/Off switch. While this is self-explanatory, think of its application towards clean-up or maintenance of Robots that would only be run once per month or quarter during non-working hours.