What Are Playbooks?
Playbooks are automated workflows within BonData designed to simplify, streamline, and automate your data management processes across multiple systems.
Using Playbooks means you can effortlessly keep your data accurate and synchronized, reducing manual effort and freeing your teams for more strategic tasks.
Why Use Playbooks?
Playbooks help your organization in several critical ways:
Automate repetitive tasks: Replace manual, repetitive data actions with automated processes.
Maintain high data quality: Quickly identify, correct, and continuously monitor data inconsistencies.
Migrate data effortlessly: Simplify moving large volumes of data between systems without complex integration efforts, and without the data being stored in BonData.
Single control point: Manage data across all connected systems from one easy-to-use interface, ensuring consistency and accuracy.
Proactive notifications: Automatically alert teams about critical data changes or necessary actions.
🎨 Explore the Templates Gallery
Not sure where to start? BonData provides a Templates Gallery to inspire and help you quickly get started with Playbooks.
Accessible in the Playbooks menu: Simply navigate to your "Playbooks" tab and select the Templates Gallery to explore various predefined Playbooks.
Easy customization: Use these templates as-is, or tailor them to match your specific requirements.
New ideas and best practices: Gain inspiration for automation, migration, and data quality use cases.
The Templates Gallery continuously expands with valuable Playbooks contributed by our community and BonData experts, helping you unlock new ideas and efficiencies.
🚦 Types of Playbooks
BonData Playbooks cover several powerful use cases to meet your diverse business needs:
1. Automation Playbooks
Automate critical business processes by monitoring real-time data changes and triggering actions.
Examples:
Notify accounting when invoices become overdue.
Automatically prioritize tickets from accounts with low NPS.
Escalate critical support tickets exceeding their SLA.
2. Migration Playbooks
Quickly and seamlessly move large amounts of data from one system to another.
Examples:
Migrate closed deals from HubSpot to Salesforce opportunities.
Import new Salesforce accounts directly from a CSV file upload.
Regularly transfer data updates between CRM and your Data Warehouse.
3. Data Quality Playbooks
Efficiently identify, resolve, and monitor data inconsistencies to maintain clean, reliable datasets.
Examples:
Find contacts missing email addresses and notify their owners to complete records.
Detect and correct misaligned customer records across CRM systems.
Continuously track and report on data completeness and quality thresholds.
🚀 Next Steps: Creating Your First Playbook
Ready to start automating and optimizing your data workflows?
Navigate to the Playbooks tab from your BonData dashboard.
Choose a template from the Templates Gallery, or create a new Playbook from scratch.
Clearly define your conditions (criteria to trigger actions).
Select the actions you want BonData to perform.
Activate your Playbook, and let BonData handle the rest!
Have questions or need support creating your first Playbook?
Contact us—we’re here to help!