Playbook Update Agent

Turn a pattern from your latest win-loss analysis into a drafted playbook change, supported by the deals behind it and ready for enablement to approve.

Trigger: monthly or quarterly, after a win-loss analysis flags a pattern
AI steps: draft the playbook change and cite three supporting deals
Output: the drafted update sent to enablement for approval

See Agent Template

Copied

Playbook Update Agent: monthly or quarterly, after a win-loss analysis flags a pattern; draft the playbook change and cite three supporting deals; the drafted update sent to enablement for approval

How it works

Agent breakdown

A blueprint to adapt, not a fixed recipe. Set the trigger, thresholds, and methodology that fit your team, and each step builds on the last, using the conversation and CRM context you already capture.

Run after a win-loss analysis flags a pattern

Trigger

Schedule-Triggered · Runs monthly or quarterly

Pull the deals behind the pattern

Action

Get/Lookup · Opportunity · Scope: the deals in the pattern

Draft the playbook change

Action

AI Step · Output: a drafted change

Send the draft to enablement

Output

Send Internal Email · Recipients: enablement

TriggerStep 1 of 6

Run after a win-loss analysis flags a pattern

When a win-loss analysis flags a new pattern, the agent runs on the monthly or quarterly schedule. This ties playbook changes to evidence from recent deals rather than updating guidance without a clear pattern behind it.

Schedule: Monthly or quarterly
Condition: The win-loss analysis has flagged a pattern

ActionStep 2 of 6

Pull the deals behind the pattern

Next, the agent pulls the opportunities that make up the pattern, including their stage, outcome, and competitor. This gives the draft real deals to cite instead of describing the pattern in the abstract.

Fields: Stage, outcome, and competitor
Window: The last two quarters

ActionStep 3 of 6

Draft the playbook change

Using the win-loss pattern and the deals behind it, the agent drafts the playbook change the evidence supports. It identifies the existing section being replaced, quotes three deals that show the pattern, and names the new guidance whenever it proposes removing something.

Prompt

Draft the playbook change implied by the win-loss pattern.

Input: the pattern flagged by the win-loss analysis and the stage, outcome, and competitor for the deals behind it from the last two quarters.

Explain the playbook change the pattern supports.
Quote three deals that show the pattern, using the available deal details.
Identify the existing playbook section being replaced.
If any guidance should be removed, name the guidance that will replace it.

Rules: base the draft only on the pattern and the deals provided. Do not remove guidance without naming what replaces it. Write this as a proposed change for enablement to review, not as an approved update.

Return the drafted playbook change, the existing section being replaced, what replaces any removed guidance, and three quoted deals that support the change.

Copy

OutputStep 4 of 6

Send the draft to enablement

Once the draft is ready, the agent emails the proposed playbook update to enablement. A person can review the evidence and approve the change before anything in the playbook is updated.

Recipients: Enablement
Includes: Proposed and drafted playbook updates
Changes the playbook automatically: Never

Output

A drafted playbook update with deal evidence sent to enablement

Get a proposed playbook change that explains the new win-loss pattern, cites three deals behind it, and identifies the section it would replace. The draft lands with enablement, so a person can review the evidence and approve the update before the playbook changes.