How to Install a Playbook Automation

Playbook automations are pre-built and designed with actions setup, ready to go. They not only help get you marketing and communicating on loan process quickly, but can also help your team focus on clients and loans, rather than account setup.

Before beginning, it's important to understand that these are a multiple groups of pre-build Automations. Each playbook segment contains many options and are categorized by use type. Not only can these playbook automations get your team communicating effectively and quickly, but they are also a great way to begin or advance learning on how automations themselves work.

The best part about playbook automations is that they are ready to go, but are also editable and able to be adjusted based on you and your teams structure and way of doing business.

To begin, we'll make sure we're logged into Aidium and are in the Team we want to add a playbook automation to.

Access and Navigate to Playbook Automations

  1. To access playbook automations, we first start on the Automations page by clicking 'Automations' in the left-side menu group.

  2. On the Automations page, at the far top-right and to the left of the  '+ Create Automation' button is a folder icon 📂, click that.

  3. Next, the Playbook Automations page will load. This is where all the playbook automations will be accessible for preview and installation into a team. We'll review each numbered section shown in the image below.


    1 - Playbook Categories - This consolidates each type into an easy-to-navigate sections
    2 - Sort - This drop-down provides options for the order playbook automations are displayed
    3 - Automation Preview - Hovering over each will display a brief description, allow a 'click' to view more about it, and also, a check-box at the top-left for selecting one of more automations.

  4. To view a more detailed preview of each playbook automation, simply click the 'See Details' button on any automation to preview it. We'll demonstrate in the below animated GIF.


👍  This concludes accessing and navigating playbook automations

Understanding the structure of Playbook Automations

The structure of playbook automations is important to understand. They not only organize the automations, but also segregate Contact from Transaction based automations, as well as education and nurture from holiday and birthday greetings.

On the left-side, there are 6 automation types to choose from:


  1. Lead Conversion (Contact based automations) - These are designed to nurture leads based on who they are and what their situation is. The goal of each is to help move them from their current situation to 'ready to do business' with you.

    There are options for new leads, pre-qualified, credit repair, new real estate agents and more!


  2. In Process (Transaction based automations) - These are designed to inform the borrower, co-borrower and agents linked to a transaction. The goal of each is to give notification and more information on where a file is in a team's loan process.


  3. Holidays (Contact based automations) - Time, date or holiday greeting. Helps communicate appreciation and friendship on a team's behalf.

  4. Special Events (Contact based automations) - These are generally based on anniversary dates for contacts. These automate congratulations, appreciation and 'head-up' to related contacts. These will help automate the mundane and help take relationships to the next level.


  5. Miscellaneous (Contact or Transaction based automations) - Not everything fits neatly into a category. Think of this as the overflow. There are some handy automations, with more being added.


  6. Simple Nexus (Contact based automations) - If a Team has their Simple Nexus account integrated, this is a must for setting up some great check-in automations based on events.


👍  This concludes a walk-through of understanding the structure

Add a new Playbook Automation

The best part of playbook automations is that after finding the automation, copying it down to a team is incredibly easy.

First, using the information previous in this article, we should know how to find the playbook automation that we want to add to the team. We'll be adding two different automations from the playbook. One Contact based automation and one Transaction based automation (in-process)

Contact based playbook automation

For this, we'll look in the Lead Conversion type and choose 'Lost Leads' to copy. There are two ways to add the automation and we'll demonstrate both.

  1. From Playbook automations main window - Simply hover over the automation to use, click the checkbox to select. Then, look for the 'Copy Selected Playbook Automations' button at the bottom to initiate the copy.

  2. From Playbook automation full preview window - This is usually the best option when choosing only one automation at a time to copy.

    Hover over, then click the 'See Details' button to enter the automation preview window. Then simply click the, 'Copy Selected Playbook Automations' button at the top-right to initiate the copy.

    The distinct advantage of this method is that after copying is complete (just a few seconds), it will automatically move directly into the newly created automation - which can save time and ease the organization of new automations.


👍  This concludes individually copying a playbook automation

Enable a Copied Playbook Automation

Automations must be enabled before a contact can be enrolled, either manually or automatically.

It's important that if we are using Entry Conditions, they are setup as intended before we enable the automation - this will help avoid unintended side-effects.

We can enable an automation in a few ways:

  1. Enable from within the automation - since we are already in the automation, we can simply click the On/Off toggle at the top-right.

  2. Select and enable from the Automations page. For this, we'll demonstrate using an animated GIF.


👍  This concludes enabling the newly copied playbook automation

⚙️  Learn how to Install Entire Set of Playbook Automations
⚙️  Learn how to Edit a Playbook Automation after copying