AI Playbook Studio (APS)
Guided, Governed, Measurable Insight-to-Action Loops
A guided "insight to action" product that turns AI attributes into measurable RevOps playbooks with curated templates, policy controls, and built-in measurement.
Target Segments
- Primary: Startup + SMB (1-250 seats)Fastest time-to-value and "RevOps without the overhead"—teams that want AI that works without dedicated ops resources
- Stretch: Mid-market (251-1,000 seats)Where forecasting + governance become differentiators and playbooks can show measurable ROI
Why Now
- • Attio's AI attributes are a unique "AI-as-structured-fields" asset—stronger foundation than chat-only AI
- • Competitive analysis calls out opportunity for insight-to-action loops as the moat path
- • Buyers switch due to forecast miss, manual ops overhead, and push for embedded AI productivity
- • AI playbooks can be measured and proven, differentiating from "AI features" that are hard to quantify
Objectives
Ship Measurable Insight-to-Action Loops in Under 1 Week
Teams can enable a playbook and see value quickly without RevOps projects
Improve Pipeline Hygiene and Forecast Reliability
Playbooks measurably improve deal states and forecast inputs
Reduce RevOps Admin Burden
Less manual routing, hygiene tickets, and process enforcement work
User Personas
RevOps
Wants fewer bespoke processes; needs governance + measurement to justify AI investment
VP Sales
Wants improved forecast reliability and faster time-to-value from CRM
Sales Manager
Wants consistent deal hygiene and risk visibility without manual review
AE (Sales Rep)
Wants "next best action" surfaced in daily flow (tasks, sequences) with clear reasoning
Admin
Needs AI permissions, auditability, and controls over who can run what
Functional Requirements
Core capabilities required to deliver on the stated objectives.
Playbook Library (4 Starter Playbooks)
Admin can enable a playbook in < 30 minutes. Start with: Stalled Deal Risk, ICP Fit, Close Date Confidence, Next Best Action.
Playbook Builder
User maps inputs (AI attributes), thresholds, actions, and approvals. UI + API representation.
Explainability Panel
Show which fields/activities contributed + confidence. No free-form hallucinated claims—structured explanations only.
Policy & Approvals Engine
High-impact actions (forecast/stage changes) require approval by role. Configurable thresholds.
Action Connectors
Tasks, assignment, sequence enroll, notifications, field updates. Actions execute with audit trail. External comms are opt-in.
Playbook Analytics + Holdouts
Treatment vs holdout outcomes shown. Use simple attribution first.
Quality Monitoring
Alerts when unknown rate spikes, drift flags. Integrates with ACP.
Programmable Playbooks via API/JSON
Create/update playbooks via API for "CRM-as-code" posture.
Custom Playbook Step Types
Allow custom code step ("function step") for advanced workflows.
Success Metrics
| Metric | Baseline | Target | Change |
|---|---|---|---|
| Time to First Playbook Live (P50/P90) | N/A (new) | P50 <= 7 days; P90 <= 14 days | |
| Playbook Coverage | N/A | 40% (beta) to 60% (GA) | |
| Stale Deals (>14 days no activity) | TBD | -20% | |
| Close-Date Slip Rate | TBD | -10% | |
| RevOps Routing/Hygiene Tickets | TBD | -25% |
Rollout Plan
Alpha (Design Partners)
Same cohort as ACP pilots. Focus on Stalled Deal Risk playbook. Validate explainability and approvals.
Beta (Cohort Expansion)
Expand to Cohorts A (startups) and B (SMB). Add ICP Fit and Close Date Confidence playbooks. Implement holdouts.
GA
Broad availability for A/B segments. Refined onboarding + measurement + governance defaults.
Want the full artifact?
Email me to request a PDF of this complete PRD with all requirements and specifications.