In Pt. 1 we created the structure of our playbook. You might have realized that a playbook is essentially a “blueprint” that outlines the steps that should happen every time [a new client signs up], over and over again. This is a key difference with a regular task list for one-off projects.
Every “instance” of a playbook is called a run. For our playbook, every new client will have a run associated with it.
Runs can be started in one of two ways:
In this tutorial, we will be setting up a Google Sheets trigger which will automatically trigger new runs of our playbook when a new row is added to a specific spreadsheet that we’ll point to. The spreadsheet in turn will be populated by Google Forms when a new client signs up via a newly created form.
In the following sections we’ll set this up together.
Relay offers many different triggers
Before we can set up the Google Sheets trigger in Relay, we’ll need to do some preparations. In particular, we’ll need to create a Google Form for client signups and link its responses to a spreadsheet
<aside> 👷 Do it yourself: Create a new Google Form like in the screenshots below, and link it to a spreadsheet.
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<aside> 💡 Here are links to the example form & linked spreadsheet as used in the screenshots
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Google Form to create/replicate yourself
Click ‘Link to Sheets’ in the ‘Responses’ tab to create a linked spreadsheet