Set the playbook. The system runs it.
Trigger-based workflows for relationship-led work. Multi-step sequences with wait timers, conditional branches, and signal detection. 20+ pre-built Playbooks cover the patterns that compound revenue: lost-deal recapture, renewal reactivation, referral nurture, dormant-network revival, signal-driven outreach. Plus a builder for the custom ones.
Activity targets set, behaviour tracked, recommended actions surfaced. The system handles the follow-up bookkeeping so your week runs on commitments, not memory.
Trigger. Condition. Action. Done.
Every Automation follows the same shape: something happens, the system checks a condition, and an action runs (or queues for your review). The shape is simple. The leverage compounds because Nynch is reading dozens of signal types, job changes, engagement spikes, deal stalls, missed commitments, that you couldn’t monitor manually.
12+ signal types
Job changes, engagement spikes or drops, deal stage transitions, missed commitments, anniversary milestones, news mentions, mutual-connection events, methodology checkpoint changes, and more. The trigger menu maps directly to the signals Nynch is already detecting via Relationship Intelligence.
Multi-conditional logic
If contact is in a Strategic group, AND it’s been more than 30 days since contact, AND the contact’s engagement trend is down, only then run the action. The conditional layer keeps Automations from firing inappropriately.
Draft, queue, or send
Most actions involve drafting an email or LinkedIn DM and queuing it in your morning briefing for one-click approval. Internal-only actions (logging events, creating reminders, updating fields) run silently. You choose per-Automation what runs autonomously vs. what awaits review.
20+ Playbooks ready to install.
Most relationship-led firms run the same handful of patterns. Pre-built Playbooks make those one-click installable, then customisable.
Lost-deal recapture
Triggers 90 days after a deal closes-lost. Checks whether the original blocker (timing, budget, scope) might have changed. Drafts a context-aware reconnect note for review.
Renewal reactivation
Triggers 120 days before a contract end-date. Surfaces the Client Cockpit for the account, drafts the renewal-conversation opener, and queues the meeting request.
Referral nurture
Triggers 30 days after a successful engagement. Drafts a referral ask to the project champion, calibrated to the relationship strength and the specific work that just succeeded.
Dormant-network revival
Quarterly trigger. Identifies the 30 highest-value contacts in your Sleeping Network and queues a personalised reconnect campaign via Personalised Communication.
Signal-driven outreach
Triggers when one of 12 signal types fires on any contact (job change, funding, hiring, role expansion, content engagement spike). Drafts a context-specific note referencing the actual signal.
Industry & motion-specific
Whale-Hunting follow-up sequence. Multi-stakeholder mapping completion. Champion-departure response. New-buyer-introduction protocol. Quarterly business review prep. Each one targeted at a recognisable pattern.
For relationship-led businesses.
The patterns you keep meaning to systematise
You know you should follow up 90 days after a closed-lost deal. You don’t. You know you should ask for referrals after a successful project. You forget. Automations turn the patterns you intend to run into ones the system runs for you.
One playbook stack per portfolio
Your fractional CRO motion has different patterns than your fractional CFO motion. Each portfolio gets its own enabled Playbook stack. Switching between contexts means the right Automations are active automatically.
Firm-wide playbook standardisation
The renewal protocol that works for one account lead becomes a Playbook the whole agency runs. Onboarding new account leads becomes “here are the eight Playbooks every account runs”, not a 47-page playbook PDF.
See Playbooks running on real data.
Book a 30-minute walkthrough. We’ll install three Playbooks on a sample of your network and show you what the morning briefing looks like a week from now.