The tools these workflows run on
Every tool in the library, by category — and every workflow that uses it. Tools are interchangeable within a category; the signal stays the same.
Accoil
Accoil sits on top of the product data you already collect (Segment, PostHog, Amplitude, Mixpanel or direct events) and turns it into 0–100 engagement scores for every account and user. It flags churn risk, activation progress and expansion signals, and pushes them into the tools teams already work in — CRM, Slack, Intercom — so success, sales and account teams know exactly which accounts need attention and why.
CS Platforms3
Product Analytics4
Deep product analytics — funnels, retention, and behavioural cohorts.
Session replay and behavioural analytics — see what users actually did.
CDP & Data6
Install, evaluation and license data for Atlassian app vendors.
Data enrichment and orchestration across 120+ providers, GTM's favourite workbench.
Community and product signals unified into customer intelligence.
The warehouse-native CDP — open-source roots, engineering-friendly.
Customer data platform that routes product events to your whole stack.
Tracks job changes for the buyers and champions that matter to you.
CRM3
CRM with marketing, sales and service hubs used across the funnel.
The system of record for revenue — accounts, opportunities, renewals.
Support6
Customer messaging and support with in-app messages and AI agents.
Atlassian's service desk — where engineering meets the customer.
Beautiful documentation that developers and customers actually read.
Support ticketing at scale — and a goldmine of account-health context.
Lifecycle Messaging4
In-app Onboarding3
Collaboration3
Team messaging — and the alerting surface most CS teams actually watch.
Billing2
Data Warehouse1
AI Agents2
GPT models and APIs for drafting, summarising and automating CS work.
Every playbook, one download
All 31 workflows as print-ready playbooks — diagrams included. Plus every new workflow as we publish it.