Automate repetitive account management workflows with AI

No, you don’t need any coding skills to use quick start playbooks. These templates are designed to be fully customizable through a visual interface, allowing you to adjust each step of the workflow to match your tools and processes. You can start with a pre-built template and modify it using simple dropdowns and input fields—no technical background required. Bardeen makes automation accessible without code.

With quick start playbooks, you can automate a wide range of account management workflows. These include renewal outreach and follow-ups, proactive monitoring for churn signals, and relationship management tasks like personalized outreach and meeting follow-ups. You can also automate the AE to CSM handoff process, ensuring smooth transitions with complete context. Other workflows include logging meetings, summarizing customer interactions, updating CRMs, and tracking account activity across tools like LinkedIn, email, and Zoom.

Yes, you can hand off accounts to customer success using Bardeen’s quick start playbooks. The "AE to CSM Handoff" template is designed specifically for this purpose. It automates the transfer of key account information, including meeting notes, call transcripts, CRM data, and customer expectations. You can customize the workflow to match your internal process and tool stack, ensuring a smooth and consistent transition between teams.

Setting up a quick start playbook takes just a few minutes. You begin by selecting a pre-built template that matches your workflow, such as renewal management or relationship tracking. From there, you can customize each step to fit your tools and process—no coding required. Most users can go from template to working automation in under 10 minutes. Bardeen makes setup fast and simple.

To customize an account management quick start playbook, begin by selecting a template that closely matches your workflow, such as Renewal Management or Relationship Management. Once selected, you can modify each step of the playbook using Bardeen’s workflow builder. This includes changing data sources (like switching from HubSpot to a spreadsheet), adjusting triggers, and editing actions such as CRM updates, meeting summaries, or outreach messages. You can also skip steps to better align with your internal processes and tool stack. Customizing is done without code, using Bardeen’s visual interface.

Yes, you can create complex account management automations using quick start playbooks. These playbooks are built to be fully customizable, allowing you to configure each step based on your existing tools and workflows. You can automate tasks like account monitoring, meeting documentation, CRM updates, personalized outreach, and even AE to CSM handoffs. The playbooks support multiple data sources, including CRMs like Salesforce and HubSpot, spreadsheets, and external platforms like LinkedIn. You can also integrate with tools for meetings, email, and messaging to build multi-step, cross-platform workflows.

You can use a wide range of data sources for your account management quick start playbooks. These include CRMs like HubSpot, Salesforce, Pipedrive, Affinity, and Zoho, spreadsheets, internal databases, and external platforms such as LinkedIn. You can also pull data from emails, meeting notes, and call transcripts using tools like Zoom, Gong, and Fireflies. This allows you to track account activity, log meetings, and generate summaries using the tools you already use.

To measure the performance of your quick start playbooks, track key metrics tied to your workflow goals. For account management, this could include renewal rates, churn reduction, time saved on data entry, or number of automated outreach actions completed. You can also monitor CRM updates, meeting logs, and customer summaries generated by the playbook to assess consistency and coverage. If your playbook includes notifications or follow-ups, check delivery and response rates to gauge effectiveness. Bardeen helps track workflow impact through automation.