Automate repetitive customer success 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 Bardeen’s quick start playbooks, you can automate a wide range of customer success workflows including AE to CSM handoffs, meeting preparation, customer follow-ups, onboarding tracking, and churn risk detection. Bardeen helps you collect data, generate reports, and keep your CRM and team updated automatically.

Yes, you can hand off accounts between AE and CSM using Bardeen’s quick start playbooks. The "AE to CSM Handoff" template is built for this. It gathers key account details, summarizes negotiation history, and creates a structured report to ensure a smooth transition from sales to customer success.

Start by selecting a template that matches your use case—such as "Customer Success Meeting Follow-Up". Then connect your tools, and customize the steps to match your workflow. Most quick start playbooks can be set up in under 10 minutes. No technical setup is needed.

Start by choosing a template that fits your workflow, like meeting prep or follow-up. Then, adjust each step—select your data sources, define triggers, and choose where to send reports or updates. All customization is done through a visual interface.

Yes, Bardeen supports complex workflows. You can automate multi-step processes like onboarding, meeting prep, and follow-ups. Each step can pull from or push to your preferred tools, and AI can help with summaries, risk detection, and more. 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 customer success management quick start playbooks. You can use CRMs like Salesforce and HubSpot, product usage tools, spreadsheets, meeting platforms like Zoom or Gong, and communication tools like Slack and email. Bardeen integrates with over 100 apps.

To measure the performance of your customer success management quick start playbooks, track metrics like time saved on meeting prep, number of follow-ups sent, and churn risks flagged. You can also monitor CRM updates, report generation, and team notifications to evaluate workflow impact.