The Automation Playbook

Documentation Index

Fetch the complete documentation index at: https://knowledge.deeto.com/llms.txt

Use this file to discover all available pages before exploring further.

Deeto’s automation engine collects and generates authentic customer voice continuously, without manual intervention after setup. Every automation includes full screening and supervision layers so your team can review, approve, and control all generated content — ensuring transparency, compliance, and brand integrity. Core principle: Set it and forget it. These automations run in the background, triggered by CRM fields, customer lifecycle stages, and behavioral signals to capture the right voice at the right moment.

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Customer Marketing Automations

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1. Customer Journey Timeline Suite

A lifecycle automation that captures customer voice at critical journey milestones.

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1.1 Closed Won Analysis (Day 0–7)

Trigger: Opportunity status = Closed Won in CRM Value delivered:

• Captures decision drivers while fresh
• Identifies winning differentiators
• Generates immediate social proof for similar deals in the pipeline
• Feeds competitive intelligence back to Product Marketing

Questions focus: What clinched the decision? Which competitors were evaluated? What specific capability stands out? Cross-persona benefits:

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1.2 Closed Lost Intelligence (Day 0–7)

Trigger: Opportunity status = Closed Lost in CRM Value delivered:

• Identifies recoverable deals for re-engagement
• Surfaces competitive weaknesses
• Informs product roadmap priorities
• Provides strategic recommendations for continuous improvement

Cross-persona benefits:

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1.3 Onboarding Excellence Capture (Day 30–90)

Trigger: Customer reaches milestone markers — first value, full deployment, or training completion Automation features: Progressive questionnaires based on maturity, dynamic routing based on satisfaction scores, and automatic escalation for low scores to the CS team.

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1.4 Value Realization Proof Points (Day 180–270)

Trigger: Usage metrics hit predetermined thresholds, or time-based at 6–9 months Smart automation: AI-generated questions based on usage patterns, automatic case study draft creation, and cross-reference with product telemetry.

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1.5 Renewal Intelligence & Expansion Discovery (Day 365+)

Trigger: Immediately to 7 days post-renewal Advanced features: Predictive churn analysis based on response patterns, automated success story compilation for renewal conversations.

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1.6 Churn Intelligence (Day 345–365+)

Trigger: Within 0–7 days after confirmed churn or verbal intent to churn Advanced features: Predictive churn modeling from pre-exit signals, competitive takeover pattern detection, auto-extraction of salvageable success stories, and churn persona tagging for sales enablement.

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2. Multi-Touchpoint NPS & Health Score Enhancement

Trigger: NPS score >= 8 at any touchpoint Automation flow:

1. High NPS detected -> Deeto invitation sent
2. Personalized ask based on score and comments
3. Graduated engagement: review -> quote -> Q&A -> case study

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3. Milestone-Based Advocacy Activation

Triggers: Achievement unlocked, success metric reached, or anniversary dates Automation: Contextual campaigns that celebrate success while capturing proof.

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Product Marketing Automations

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1. Feature Launch Validation Engine

Trigger: New feature release or beta access granted Automation sequence:

• Pre-launch (T-30 days): Collect expectations and use case hypotheses
• Launch (Day 7–14): Initial impressions and setup experience
• Post-launch (Day 30–60): Value validation and adoption patterns

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2. In-Product Feedback Loops

Contextual feature feedback: Slide-in micro-surveys triggered by feature usage frequency or first use. Beta testing automation: Automatic opt-in -> structured feedback collection -> reward distribution.

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3. Competitive Intelligence Harvesting

Trigger: Customer switches from a competitor or evaluates multiple solutions Automated campaigns: Switcher Stories, Evaluator Insights, Win-Back Intelligence.

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4. Persona-Specific Proof Generation

AI analyzes customer profiles and generates targeted question sets for each persona and industry.

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Customer Success Automations

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1. Health Score-Triggered Engagement

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2. Adoption Milestone Campaign

Triggers: First value achieved, full deployment, advanced feature adopted, integration completed.

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3. Risk Mitigation Automation

Trigger: Usage decline, login frequency drop, or support ticket patterns Automation: Voice-of-customer surveys, friction capture, intervention recommendations, CS team alerts.

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4. Success Story Harvesting

Trigger: Support ticket resolved with high satisfaction

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5. Renewal Preparation Automation

Trigger: 90 days before renewal Sequence: Value realization survey -> ROI documentation -> stakeholder satisfaction check -> expansion interest gauge.

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6. Expansion Opportunity Discovery

Trigger: Usage approaching limits or new use case detected

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Demand Generation Automations

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1. Event-Triggered Content Creation

Trigger: Industry event, conference, or webinar participation

• Pre-event: Collect predictions, generate event-specific proof points
• Post-event: Capture implementation plans, document lessons learned

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2. Seasonal Campaign Automation

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3. Competitor Displacement Campaigns

Trigger: Competitor news, issues, or market changes

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Content Marketing Automations

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1. SEO-Optimized Story Collection

Trigger: Keyword opportunity identified

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2. Thought Leadership Generation

Trigger: Customer achieves a notable milestone or innovation

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3. Industry-Specific Content Engine

Trigger: Industry vertical concentration reached

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Product Management Automations

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1. Feature Request Validation Loop

Trigger: Feature request threshold reached (e.g., 10 similar requests)

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2. Usage Pattern Intelligence

Trigger: Unusual usage pattern detected

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3. Competitive Feature Analysis

Trigger: Customer evaluates or mentions a competitor feature

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4. Release Readiness Validation

Trigger: 30 days before a major release

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5. Innovation Discovery Engine

Trigger: Customer achieves an unexpected outcome or uses the product in a unique way

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The Flywheel Effect

Every automation feeds multiple personas simultaneously. All campaigns feed a unified intelligence layer that identifies patterns, predicts behavior, recommends next best actions, and continuously optimizes timing.

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Implementation Framework

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Success Metrics

Volume: Campaigns triggered per month, response rates, content assets generated per quarter Quality: Relevance scores by persona, proof-to-pipeline attribution, customer effort score Business impact: Pipeline influenced, sales cycle reduction, win rate improvement, retention correlation

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Quick Wins to Implement First

1. Closed Won Automation — Immediate value, easy setup, feeds all teams
2. High NPS to Advocacy — Leverage existing program, quick conversion
3. Post-Discovery Microsites — Sales impact, measurable pipeline influence
4. Onboarding Milestone Capture — CS value, retention impact
5. Feature Launch Validation — Product Marketing win, competitive advantage

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Support

Contact your Deeto Customer Success Manager or email support@deeto.ai.