Next, we’re going to set up all the tasks and automations to do their thing.

Step 1: CS Lead to fill in a form to assign a CSM for the client

The very first step is for the CS Lead to assign a CSM to onboard the new client that just submitted their entry in the signup Google Form that triggered the run.

We’ll do this by adding a Form to the very first task (assigned to the CS Lead).

<aside> 👷 Do it yourself:  Click the ‘Add a form’ icon on the first step (’Assign a CSM’). Then select the CSM from the variable and role picker. This means that the CS Lead will be asked to assign that role (which is needed for the run to continue, as all the next tasks are assigned to the CSM)

</aside>

Add a form to a task by clicking the ‘Add a form’ icon on the step.

The Form configuration dialog lets you select variables and roles from the playbook. The assignee of the task (in this case the CS Lead) will be asked to fill out the form whenever a run is triggered

Add a Form to a task by clicking the ‘Add a form’ icon on the step. Then select all variables and roles that you want the assignee of the task to provide

<aside> 💡 You can create new playbook variables straight from the Form dialog in case they weren’t previously added (e.g. via the Data tab)

</aside>

Step 2: CSM to fill in a form with new client vitals (industry & size)

Next up, the CSM will be asked to do some basic research on the new client vitals. Specifically, we want to know about the new client’s company size and the industry they’re operating in. We already created Size and Industry variables to capture these.

Creating a form to gather the Industry and Size inputs

<aside> 👷 Do it yourself:  Very similar to the previous step – click the ‘Add a form’ icon on the second step (’Research company vitals’). Then select the Industry and Size variables from the picker.

</aside>

Select the Industry and Size variables from the picker in the Form configuration dialog

Select the Industry and Size variables from the picker in the Form configuration dialog