Process Guides: Conditional Sections as a Replacement for Playbooks

Status: Not Currently Planned

Status history

Hi everyone,

I’m excited to share that Process Guides officially went into private beta on Friday! :tada:

I put together a short Loom walkthrough to show you what to expect and highlight some of the new functionality. I’ve also included a quick GIF below for a sneak peek.

:backhand_index_pointing_right: Watch the full Loom here

:backhand_index_pointing_right:Sneak peek gif here:

processguidesshoft.gif

You can see sections, property inputs, conditional logic, and rich text at work! More details on flexible actions and the builder experience in the loom. :smiley:

We ungated our first batch of customers on Friday and this afternoon. We’ll continue to ungate throughout the week, but if you’re super eager feel free to reach out via DM with your portal ID and a quick example of what you’re trying to build and I can prioritize you in the next batch.

cc: @FiestyBrit, send me your portal ID and happy to get you in the next round of ungating.

Best,

Winnie