{
  "spec_version": 1,
  "playbooks": [
    {
      "id": "auto.service-reminders",
      "title": "Service reminders for garages and workshops",
      "sector": "auto",
      "summary": "Staff log each finished job in a short form. The customer gets a thank-you and a review ask the next day, a reminder a week before their next service is due and on the day, and the service desk gets a task to call customers who are past due and haven't been back.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your workshop?",
        "Which number should customers call or message to book?",
        "What jobs do you want to pick from on the form?",
        "Is there a link where customers can book? (leave empty to give your phone number only)",
        "Should the messages go by WhatsApp instead of SMS?"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 15,
      "channels": [
        "sms",
        "whatsapp"
      ],
      "data_in": [
        "staff_form",
        "sheet_sync"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/auto/service-reminders.yaml",
      "page_url": "https://developer.origamy.io/playbooks/auto/service-reminders/"
    },
    {
      "id": "base.birthday-anniversary",
      "title": "Birthday or anniversary",
      "sector": "base",
      "summary": "Sends a birthday (or joining-anniversary) message on the day, every year, in your time zone. Optionally gives a team a short list of today's birthdays to call.",
      "source": {
        "kind": "engagement",
        "date": "2026-10-22"
      },
      "questions": [
        "What should messages call your organisation?",
        "Is this for birthdays or for an anniversary (like the date someone joined)?",
        "Which trait holds the date? Year-less dates (month and day) work too.",
        "What time of day should it go out?",
        "Send an SMS as well as the email?",
        "Should a team get a task to call each person? Which team? (leave empty for no calls)"
      ],
      "object_kinds": [
        "team",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 5,
      "channels": [
        "email",
        "sms"
      ],
      "data_in": [
        "public_form",
        "sheet_sync"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/base/birthday-anniversary.yaml",
      "page_url": "https://developer.origamy.io/playbooks/base/birthday-anniversary/"
    },
    {
      "id": "base.feedback-follow-up",
      "title": "Feedback form with follow-up",
      "sector": "base",
      "summary": "Asks people how it went with a short rating form. Low scores give your team a task to call and put things right, and everyone gets a thank-you with a link to leave a review.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your organisation?",
        "What are you asking about? (as the form will say it, e.g. \"your visit\")",
        "Which team calls people who gave a low score?",
        "Where should people leave a review? (leave empty to just say thank you)",
        "Which scores count as unhappy? (out of 5)"
      ],
      "object_kinds": [
        "team",
        "form",
        "template",
        "workflow"
      ],
      "objects": 5,
      "channels": [
        "email"
      ],
      "data_in": [
        "public_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/base/feedback-follow-up.yaml",
      "page_url": "https://developer.origamy.io/playbooks/base/feedback-follow-up/"
    },
    {
      "id": "base.first-contact-follow-up",
      "title": "First-contact follow-up with call tasks",
      "sector": "base",
      "summary": "Every new contact gets a welcome message and a person from your team calls them. The call is a task with a due time, reminders and an escalation if nobody does it, and the outcome and note are saved on the contact's profile.",
      "source": {
        "kind": "engagement",
        "date": "2026-10-31"
      },
      "questions": [
        "What should messages call your organisation?",
        "Which team calls new contacts? (you add the people later)",
        "Who should hear if a call isn't made in time?",
        "How many hours does the team have to make the call?",
        "Should new contacts also get a welcome SMS?",
        "Which address should emails come from?"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 9,
      "channels": [
        "email",
        "sms"
      ],
      "data_in": [
        "public_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/base/first-contact-follow-up.yaml",
      "page_url": "https://developer.origamy.io/playbooks/base/first-contact-follow-up/"
    },
    {
      "id": "base.payment-reminder",
      "title": "Renewal or payment reminder",
      "sector": "base",
      "summary": "Reminds people before a renewal or payment is due, on the day, and after it's missed, and gives your team a call task when it's overdue. Runs once a day over a due-date your system keeps on each profile.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your organisation?",
        "What are you reminding people about? (in a few words, as messages will say it)",
        "Which trait holds the next due date?",
        "Where do people pay or renew?",
        "Which team calls when a payment is overdue?"
      ],
      "object_kinds": [
        "team",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 10,
      "channels": [
        "email",
        "sms"
      ],
      "data_in": [
        "sheet_sync",
        "app_events"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/base/payment-reminder.yaml",
      "page_url": "https://developer.origamy.io/playbooks/base/payment-reminder/"
    },
    {
      "id": "base.weekly-team-report",
      "title": "Weekly report to a team",
      "sector": "base",
      "summary": "A team gets an email every week with the new people, a list of who they are, where everyone stands, and how the follow-up tasks are going. An optional monthly summary compares with the month before.",
      "source": {
        "kind": "engagement",
        "date": "2026-10-31"
      },
      "questions": [
        "Which team gets the weekly report?",
        "Which event counts as a new person for this report? (a form submission, a sign-up…)",
        "Which details should the weekly list show? (event properties, not phone numbers)",
        "When should it arrive?",
        "Should leaders also get a monthly summary? Who?"
      ],
      "object_kinds": [
        "team",
        "saved_question",
        "report"
      ],
      "objects": 7,
      "channels": [
        "email"
      ],
      "data_in": [
        "public_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/base/weekly-team-report.yaml",
      "page_url": "https://developer.origamy.io/playbooks/base/weekly-team-report/"
    },
    {
      "id": "base.welcome-onboarding",
      "title": "Welcome and onboarding",
      "sector": "base",
      "summary": "Welcomes every new sign-up, then nudges people who haven't finished getting started, and stops nudging the moment they do.",
      "source": {
        "kind": "engagement",
        "date": "2026-10-31"
      },
      "questions": [
        "What should messages call your organisation?",
        "Which event means someone just joined? (sign-up, first payment…)",
        "Which event means they've finished getting started?",
        "Where do they go to finish? (a link into your app)",
        "Which address should emails come from?"
      ],
      "object_kinds": [
        "segment",
        "template",
        "workflow"
      ],
      "objects": 6,
      "channels": [
        "email",
        "sms"
      ],
      "data_in": [
        "app_events"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/base/welcome-onboarding.yaml",
      "page_url": "https://developer.origamy.io/playbooks/base/welcome-onboarding/"
    },
    {
      "id": "base.win-back",
      "title": "Win-back",
      "sector": "base",
      "summary": "Reaches people who used to be active and have gone quiet: a \"we miss you\" email, a second message a few days later, and an optional call from your team. Anyone who comes back leaves the sequence straight away.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your organisation?",
        "Which event means someone is active? (order, login, visit…)",
        "After how long without it is someone \"gone quiet\"?",
        "Where should the \"come back\" button go?",
        "Should your team also call people who don't respond?"
      ],
      "object_kinds": [
        "team",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 5,
      "channels": [
        "email"
      ],
      "data_in": [
        "app_events",
        "csv_import"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/base/win-back.yaml",
      "page_url": "https://developer.origamy.io/playbooks/base/win-back/"
    },
    {
      "id": "beauty.booking-reminders",
      "title": "Booking reminders for salons and studios",
      "sector": "beauty",
      "summary": "Clients book through an Origamy booking form. Each booking gets a confirmation, a reminder the day before with your address and phone number, and a short reminder a couple of hours before. A cancellation clears the reminders and sends a kind message with your booking link.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your salon or studio?",
        "Which number should clients call or message to change a booking?",
        "What address or directions should the day-before reminder include?",
        "What can clients book? Give each a short id and the name clients see.",
        "Should reminders go by WhatsApp instead of SMS?"
      ],
      "object_kinds": [
        "form",
        "template",
        "workflow",
        "segment"
      ],
      "objects": 15,
      "channels": [
        "sms",
        "whatsapp"
      ],
      "data_in": [
        "booking_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/beauty/booking-reminders.yaml",
      "page_url": "https://developer.origamy.io/playbooks/beauty/booking-reminders/"
    },
    {
      "id": "beauty.rebooking-and-reviews",
      "title": "Thank-yous, rebooking nudges and win-back for salons",
      "sector": "beauty",
      "summary": "Your staff log each visit on a short form. Three hours later the client gets a thank-you with your review link. When they are due back, they get a friendly nudge to rebook, and clients who haven't been for four months get a personal call from you. A monthly summary shows visits and who is slipping away.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your salon or studio?",
        "Which services should staff pick from when they log a visit?",
        "Where should happy clients leave a review? (your Google or Instagram link; leave empty to just say thank you)",
        "Where do clients book? (a booking link; leave empty to ask them to reply or call)",
        "How many days after a visit should clients get the rebooking nudge?",
        "Should these messages go by WhatsApp instead of SMS?"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "workflow",
        "saved_question",
        "report"
      ],
      "objects": 13,
      "channels": [
        "sms",
        "whatsapp",
        "email"
      ],
      "data_in": [
        "staff_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/beauty/rebooking-and-reviews.yaml",
      "page_url": "https://developer.origamy.io/playbooks/beauty/rebooking-and-reviews/"
    },
    {
      "id": "church.first-timer-to-member",
      "title": "First-timer to member",
      "sector": "church",
      "summary": "Turns the first-timer card into a journey: a welcome email and SMS, a call task for the follow-up team with a reminder and escalation, a confirmation step for people who want to join, a membership class form that makes them members, and weekly and monthly reports to the church office and leaders.",
      "source": {
        "kind": "engagement",
        "date": "2026-10-31"
      },
      "questions": [
        "What should messages call your church?",
        "Who calls first-timers? (a team; you add the people later)",
        "Who should hear if a call isn't made in time?",
        "Who talks to people who want to join, and confirms them?",
        "Who enters paper cards and gets the reports?",
        "Which address should emails come from?",
        "Do you also run a baptismal class people register for?"
      ],
      "object_kinds": [
        "settings",
        "team",
        "form",
        "segment",
        "template",
        "saved_question",
        "saved_funnel",
        "dashboard",
        "report",
        "workflow"
      ],
      "objects": 41,
      "channels": [
        "email",
        "sms"
      ],
      "data_in": [
        "public_form",
        "staff_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/church/first-timer-to-member.yaml",
      "page_url": "https://developer.origamy.io/playbooks/church/first-timer-to-member/"
    },
    {
      "id": "church.giving-thank-you",
      "title": "Giving thank-you",
      "sector": "church",
      "summary": "Thanks every giver the morning after they give, never mentioning the amount, and lets a pastor personally thank first-time givers. A monthly report to the finance team counts givers, not money.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your church?",
        "What is the giving event called in your data? (one per gift)",
        "Who should personally thank first-time givers?",
        "Who gets the monthly giving summary?",
        "Which address should thank-you emails come from?"
      ],
      "object_kinds": [
        "team",
        "template",
        "saved_question",
        "report",
        "workflow"
      ],
      "objects": 8,
      "channels": [
        "email"
      ],
      "data_in": [
        "webhook",
        "sheet_sync"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/church/giving-thank-you.yaml",
      "page_url": "https://developer.origamy.io/playbooks/church/giving-thank-you/"
    },
    {
      "id": "church.house-fellowship-routing",
      "title": "House fellowship routing",
      "sector": "church",
      "summary": "First-timers and new members choose the area they live in from a short list. Each area belongs to a house fellowship, and that fellowship's leaders get a task to invite the person. People outside the listed areas go to the follow-up team to place by hand.",
      "source": {
        "kind": "engagement",
        "date": "2026-10-31"
      },
      "questions": [
        "What are your house fellowships, and which area does each cover?",
        "Which forms should ask for the area? (usually the first-timer card and the membership class form)",
        "Who places people who live outside the listed areas?",
        "How many hours do fellowship leaders have to reach out?"
      ],
      "object_kinds": [
        "team",
        "group",
        "form_fields",
        "workflow"
      ],
      "objects": 6,
      "channels": [],
      "data_in": [
        "public_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/church/house-fellowship-routing.yaml",
      "page_url": "https://developer.origamy.io/playbooks/church/house-fellowship-routing/"
    },
    {
      "id": "communities.dues-renewals",
      "title": "Membership dues renewals",
      "sector": "communities",
      "summary": "Keeps membership dues renewed without the treasurer chasing by hand. Members get a friendly email a month before their dues run out and an SMS (or WhatsApp) a week before. If dues have lapsed, they get a kind message and the treasurer gets a task to call. The executive gets a monthly count of members who are paid, due and lapsed, and you always have a list of members in good standing.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your association or group?",
        "How should members pay their dues? (the sentence members will read, without account numbers)",
        "Which team calls members whose dues have lapsed? (usually the treasurer, one person is fine)",
        "Who gets the monthly report?",
        "Should the week-before and lapsed messages go by WhatsApp instead of SMS?"
      ],
      "object_kinds": [
        "team",
        "segment",
        "template",
        "report",
        "workflow"
      ],
      "objects": 15,
      "channels": [
        "email",
        "sms",
        "whatsapp"
      ],
      "data_in": [
        "sheet_sync",
        "csv_import"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/communities/dues-renewals.yaml",
      "page_url": "https://developer.origamy.io/playbooks/communities/dues-renewals/"
    },
    {
      "id": "communities.new-member-welcome",
      "title": "New member welcome",
      "sector": "communities",
      "summary": "Gives every new member a proper welcome. A join form collects their details and chapter, and the member gets a welcome email and SMS with your code of conduct and group chat link. Your membership secretary gets a task to say hello within three days. A week later the member gets a \"meet the community\" note, and after a month a short check-in form. The executive gets a weekly count of new members for each chapter.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your association or group?",
        "What chapters or branches can members join? (one per line)",
        "Which team says hello to new members? (usually the membership secretary, one person is fine)",
        "What is the invite link to your WhatsApp or Telegram group?",
        "Where is your code of conduct? (a link to the page or document)"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "saved_question",
        "report",
        "workflow"
      ],
      "objects": 20,
      "channels": [
        "email",
        "sms"
      ],
      "data_in": [
        "public_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/communities/new-member-welcome.yaml",
      "page_url": "https://developer.origamy.io/playbooks/communities/new-member-welcome/"
    },
    {
      "id": "edtech.admissions-funnel",
      "title": "Admissions funnel",
      "sector": "edtech",
      "summary": "Follows applicants from sign-up to paid: a nudge for people who signed up but never applied, reminders and then a call from admissions for people who applied but haven't paid, a next-steps email once they pay, a funnel on a dashboard and a weekly admissions report.",
      "source": {
        "kind": "engagement",
        "date": "2026-10-25"
      },
      "questions": [
        "What should messages call your school?",
        "Where do applicants apply or pay? (a link to your portal)",
        "Which team calls applicants who haven't paid?",
        "Who should hear if admissions doesn't call in time?",
        "Which address should emails come from?"
      ],
      "object_kinds": [
        "team",
        "segment",
        "template",
        "saved_question",
        "saved_funnel",
        "dashboard",
        "report",
        "workflow"
      ],
      "objects": 18,
      "channels": [
        "email",
        "sms"
      ],
      "data_in": [
        "app_events"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/edtech/admissions-funnel.yaml",
      "page_url": "https://developer.origamy.io/playbooks/edtech/admissions-funnel/"
    },
    {
      "id": "edtech.cohort-onboarding",
      "title": "Cohort onboarding",
      "sector": "edtech",
      "summary": "New learners get a welcome with the community link and a link to book an orientation session. Bookings are confirmed and reminded. The day before the cohort starts they get one more reminder, and a few days into the first week your success team gets a task to check in on anyone who hasn't done a lesson yet. A weekly report goes to the programme manager.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your school or academy?",
        "How do learners get enrolled? Choose form if your team fills in a form, or app_events if your app sends an event.",
        "Where do learners join your community? (a WhatsApp, Telegram or Slack invite link)",
        "Which team checks in on learners who haven't started? (one person is fine)",
        "What is the cohort's first day of class? (year-month-day)",
        "When should the reminder go out? (the day before the first class, as year-month-dayThh:mm)",
        "When should the first-week check-in run? (about five days after the first class, as year-month-dayThh:mm)"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "saved_question",
        "report",
        "workflow"
      ],
      "objects": 25,
      "channels": [
        "sms",
        "email"
      ],
      "data_in": [
        "staff_form",
        "app_events",
        "booking_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/edtech/cohort-onboarding.yaml",
      "page_url": "https://developer.origamy.io/playbooks/edtech/cohort-onboarding/"
    },
    {
      "id": "edtech.course-completion",
      "title": "Keep learners going and celebrate completion",
      "sector": "edtech",
      "summary": "Learners who stop doing lessons get a nudge to pick up where they left off, and a call from a mentor if they stay away. When someone completes a course they get a congratulations with their certificate link, then a review and referral ask two days later. A weekly report shows active learners, learners at risk and completions.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your school or platform?",
        "Where do learners go to continue a course? (your app or course page)",
        "Which team calls learners who have gone quiet? (mentors, tutors or one person)",
        "Which event means a learner completed a lesson?",
        "Which event means a learner completed a whole course? (it can carry a certificate_url property)"
      ],
      "object_kinds": [
        "team",
        "segment",
        "template",
        "saved_question",
        "report",
        "workflow"
      ],
      "objects": 14,
      "channels": [
        "email",
        "sms"
      ],
      "data_in": [
        "app_events",
        "csv_import"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/edtech/course-completion.yaml",
      "page_url": "https://developer.origamy.io/playbooks/edtech/course-completion/"
    },
    {
      "id": "estates.resident-requests",
      "title": "New residents and maintenance requests",
      "sector": "estates",
      "summary": "Welcomes every new resident with a pack by email and SMS: the estate rules, emergency numbers, how to pay the service charge and how to report a problem. Residents report problems on a maintenance request form, with a photo if they like. Urgent requests give your facility team a task due in two hours that escalates to the estate manager, normal requests a task due in two days. When the team closes a request as fixed, the resident gets an SMS. The estate manager gets a weekly report of requests by category and open tasks.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your estate?",
        "Where are your estate rules? (a link to the page or document)",
        "What emergency numbers should new residents have? (for example security, fire and the estate office)",
        "Which team handles maintenance requests? (your facility team, one person is fine)",
        "Who should hear if an urgent request isn't handled in time, and gets the weekly report? (the estate manager)"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "saved_question",
        "report",
        "workflow"
      ],
      "objects": 17,
      "channels": [
        "email",
        "sms"
      ],
      "data_in": [
        "public_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/estates/resident-requests.yaml",
      "page_url": "https://developer.origamy.io/playbooks/estates/resident-requests/"
    },
    {
      "id": "estates.service-charge-reminders",
      "title": "Service charge reminders",
      "sector": "estates",
      "summary": "Reminds residents before their service charge is due, on the day and when it is overdue, in plain factual words. If it is still unpaid after a grace period, your facility manager gets a task to call. The estate executive gets a monthly count of residents who are paid, due and overdue. Works for monthly, quarterly and yearly service charges.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your estate or residents' association?",
        "How do residents pay? (a few words, without account numbers)",
        "Which team calls residents whose service charge is overdue? (the facility manager, one person is fine)",
        "Who gets the monthly report? (for example the estate executive)",
        "Should the reminders go by WhatsApp instead of SMS?"
      ],
      "object_kinds": [
        "team",
        "segment",
        "template",
        "report",
        "workflow"
      ],
      "objects": 16,
      "channels": [
        "sms",
        "whatsapp",
        "email"
      ],
      "data_in": [
        "sheet_sync",
        "csv_import"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/estates/service-charge-reminders.yaml",
      "page_url": "https://developer.origamy.io/playbooks/estates/service-charge-reminders/"
    },
    {
      "id": "events.registration-and-reminders",
      "title": "Event registration and reminders",
      "sector": "events",
      "summary": "Registers guests with a form, confirms each by SMS and email, reminds them a week and a day before, and checks them in at the door by phone number. The day after, guests who came get a thank-you and a feedback form, and guests who didn't get a kind message. Organisers get a weekly count.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What is your event called?",
        "When is it? (as messages should say it)",
        "Where is it?",
        "What ticket or guest types are there?",
        "When should the one-week reminder go out?",
        "When should the day-before reminder go out?",
        "When should the thank-you and \"sorry we missed you\" messages go out?"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "saved_question",
        "report",
        "workflow"
      ],
      "objects": 23,
      "channels": [
        "sms",
        "email"
      ],
      "data_in": [
        "public_form",
        "staff_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/events/registration-and-reminders.yaml",
      "page_url": "https://developer.origamy.io/playbooks/events/registration-and-reminders/"
    },
    {
      "id": "fintech.activation",
      "title": "First transaction activation",
      "sector": "fintech",
      "summary": "Customers who passed verification but haven't made a first transaction get a tip the next day, a how-to email three days after that, and, if they are high-value, a call from your support team. It all stops as soon as they transact. A weekly report shows how many signed up, verified and transacted.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your company?",
        "Where should messages send people? (your app or a deep link)",
        "Which team calls high-value customers who haven't transacted?",
        "Which value of your customer tier marks the high-value customers who should get a call?",
        "Which event means a customer made their first transaction?"
      ],
      "object_kinds": [
        "team",
        "segment",
        "template",
        "saved_question",
        "saved_funnel",
        "dashboard",
        "report",
        "workflow"
      ],
      "objects": 13,
      "channels": [
        "sms",
        "push",
        "email"
      ],
      "data_in": [
        "app_events",
        "csv_import"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/fintech/activation.yaml",
      "page_url": "https://developer.origamy.io/playbooks/fintech/activation/"
    },
    {
      "id": "fintech.failed-transaction-support",
      "title": "Failed transaction support",
      "sector": "fintech",
      "summary": "When a transaction fails, the customer gets a short message that fits the reason: try again, check the app, or how to raise a limit. A suspected-fraud failure sends only a call-us line and gives your fraud team a task due within the hour. Two failures in one day give your support team a task. No message shows an amount or an account number.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your company?",
        "Which number should customers call for help? (the number printed on your card or shown in the app)",
        "Where should messages send people to try again? (your app or a deep link)",
        "Which team handles suspected fraud?",
        "Which team helps customers whose transactions keep failing?"
      ],
      "object_kinds": [
        "team",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 13,
      "channels": [
        "sms"
      ],
      "data_in": [
        "app_events",
        "webhook"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/fintech/failed-transaction-support.yaml",
      "page_url": "https://developer.origamy.io/playbooks/fintech/failed-transaction-support/"
    },
    {
      "id": "fitness.membership-renewals",
      "title": "Membership renewal reminders",
      "sector": "fitness",
      "summary": "Reminds members a week before their membership ends and on the day, and texts members who lapsed in the last two weeks. If they still haven't renewed two days later, the front desk gets a task to call. A monthly summary shows renewals due and members lost.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your gym or studio?",
        "Which team calls members who haven't renewed? (can be one person)",
        "Where can members renew online? (a payment or booking link; leave empty to ask them to call or visit)",
        "Should reminders go by WhatsApp instead of SMS?",
        "How long before the membership ends should the first reminder go?"
      ],
      "object_kinds": [
        "team",
        "segment",
        "template",
        "workflow",
        "report"
      ],
      "objects": 17,
      "channels": [
        "sms",
        "whatsapp"
      ],
      "data_in": [
        "sheet_sync",
        "staff_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/fitness/membership-renewals.yaml",
      "page_url": "https://developer.origamy.io/playbooks/fitness/membership-renewals/"
    },
    {
      "id": "fitness.trial-to-member",
      "title": "Trial class to member",
      "sector": "fitness",
      "summary": "People book a free trial through a booking form and get a confirmation that says what to bring and a reminder a couple of hours before. The day after the trial, a coach gets a task to call and ask how it went. When someone joins, staff record it on a short form and the new member gets a welcome. A weekly summary shows trials booked and new members.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your gym or studio?",
        "What address or directions should the confirmation include?",
        "Which team calls people after their trial? (can be one coach)",
        "Which trial classes can people book? Give each a short id and the name people see.",
        "What should people bring to their trial?"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "workflow",
        "saved_question",
        "report"
      ],
      "objects": 19,
      "channels": [
        "sms",
        "email"
      ],
      "data_in": [
        "booking_form",
        "staff_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/fitness/trial-to-member.yaml",
      "page_url": "https://developer.origamy.io/playbooks/fitness/trial-to-member/"
    },
    {
      "id": "government.application-status-updates",
      "title": "Application status updates",
      "sector": "government",
      "summary": "Keeps applicants informed from the day they apply to the day they collect. Each application gets an acknowledgement with its reference number and how long it usually takes. When your staff record a status (documents needed, approved, not approved or ready for collection) the applicant gets the right message, and anyone asked for documents gets an upload link and a reminder. Applications that wait too long without an update appear on a supervisor's task list every day. After a decision, applicants are asked how it went, and supervisors get a monthly summary.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your office or agency?",
        "What services can people apply for? (one per line)",
        "Which team reviews uploaded documents? (your case officers, one person is fine)",
        "Which team hears about applications that have gone quiet, and gets the monthly report? (a supervisor)",
        "How many working days does an application usually take?",
        "Where do people collect a finished application, and when? (a few words)"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "saved_question",
        "report",
        "workflow"
      ],
      "objects": 30,
      "channels": [
        "sms",
        "email"
      ],
      "data_in": [
        "public_form",
        "staff_form",
        "sheet_sync"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/government/application-status-updates.yaml",
      "page_url": "https://developer.origamy.io/playbooks/government/application-status-updates/"
    },
    {
      "id": "government.renewal-deadline-reminders",
      "title": "Renewal deadline reminders",
      "sector": "government",
      "summary": "Reminds licence, permit and registration holders before their renewal deadline, on the day it falls and again two weeks after, with how and where to renew. Holders marked as renewed get nothing. The licensing office gets a monthly count of renewals due next month, renewed and lapsed. Messages are short, plain and never mention fines.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your office or agency?",
        "Where and when can people renew in person? (a few words)",
        "Is there a link to renew online? (leave empty if there is not)",
        "Where is your official page or notice about renewal, requirements and fees? (a link)",
        "Who gets the monthly report? (for example the licensing office head)"
      ],
      "object_kinds": [
        "team",
        "segment",
        "template",
        "report",
        "workflow"
      ],
      "objects": 17,
      "channels": [
        "sms",
        "email"
      ],
      "data_in": [
        "sheet_sync",
        "csv_import"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/government/renewal-deadline-reminders.yaml",
      "page_url": "https://developer.origamy.io/playbooks/government/renewal-deadline-reminders/"
    },
    {
      "id": "hospitality.post-stay-review-and-return",
      "title": "Post-stay review and come-back message",
      "sector": "hospitality",
      "summary": "The day after a guest checks out, thanks them and shares your review link and a short rating form. A low rating gives your manager a task to call and put things right. About two months later, invites them to book direct next time.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your property?",
        "Where should guests leave a review? (your Google, Booking.com or Airbnb review link)",
        "Where can past guests book direct with you?",
        "Is there a small offer for guests who book direct? (leave empty for none)",
        "Which team calls guests who rated their stay low? (one person is fine)"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 9,
      "channels": [
        "sms"
      ],
      "data_in": [
        "sheet_sync",
        "public_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/hospitality/post-stay-review-and-return.yaml",
      "page_url": "https://developer.origamy.io/playbooks/hospitality/post-stay-review-and-return/"
    },
    {
      "id": "hospitality.pre-arrival",
      "title": "Pre-arrival messages for guests",
      "sector": "hospitality",
      "summary": "The day before a guest arrives, sends them directions, the check-in time and your number. On the morning of arrival, a short \"we're ready for you\". Optionally gives your front desk or host a task to prepare the room. Never includes door codes or Wi-Fi passwords.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your property?",
        "When does check-in start? (as guests should read it)",
        "Which number should guests call or message on arrival day?",
        "What link gives directions to the property? (a map link or a page with a short guide)",
        "Should these messages go by WhatsApp instead of SMS?"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 10,
      "channels": [
        "sms",
        "whatsapp"
      ],
      "data_in": [
        "sheet_sync",
        "staff_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/hospitality/pre-arrival.yaml",
      "page_url": "https://developer.origamy.io/playbooks/hospitality/pre-arrival/"
    },
    {
      "id": "insurance.policy-renewals",
      "title": "Policy renewal reminders",
      "sector": "insurance",
      "summary": "Reminds clients to renew their policy by email a month before, by SMS two weeks before, and gives your renewals desk a call task a week before if they still haven't renewed. Anyone who lets a policy lapse gets a kind SMS and a call. The principal gets a monthly summary.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your agency or brokerage?",
        "Which number should clients call to renew or ask questions?",
        "Which team calls clients who haven't renewed? (one person is fine)",
        "Who should hear if a renewal call isn't made, and get the monthly summary?",
        "Is there a link where clients can renew or request a quote? (leave empty to give your phone number only)"
      ],
      "object_kinds": [
        "team",
        "segment",
        "report",
        "template",
        "workflow"
      ],
      "objects": 15,
      "channels": [
        "email",
        "sms"
      ],
      "data_in": [
        "sheet_sync",
        "csv_import"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/insurance/policy-renewals.yaml",
      "page_url": "https://developer.origamy.io/playbooks/insurance/policy-renewals/"
    },
    {
      "id": "insurtech.claims-updates",
      "title": "Claims status updates",
      "sector": "insurtech",
      "summary": "Keeps every claimant informed. A new claim gets an acknowledgement that says what happens next, and each status change (documents needed, under review, approved, paid or declined) sends the right message. When documents are needed, the claimant gets a secure upload link and a reminder three days later if the status hasn't moved. A claim that sits under review for a week gives a claims officer a task.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your company?",
        "How do claim updates reach Origamy? Choose form (no code: a claim form and a staff update form) or app (your claims system sends events).",
        "Which team handles claims and the calls this playbook creates? (claims officers, one person is fine)",
        "Which number should claimants call about their claim?",
        "After how many days under review with no update should a claims officer be asked to look?"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 27,
      "channels": [
        "sms"
      ],
      "data_in": [
        "public_form",
        "staff_form",
        "app_events"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/insurtech/claims-updates.yaml",
      "page_url": "https://developer.origamy.io/playbooks/insurtech/claims-updates/"
    },
    {
      "id": "insurtech.quote-to-policy",
      "title": "Quote to policy",
      "sector": "insurtech",
      "summary": "Follows up every quote until it becomes a policy. A reminder email goes out two hours after the quote, an SMS the next day and, if the customer still hasn't bought after two days, an advisor gets a task to call. It all stops when they buy, and a welcome message explains how to claim and where to find the policy document. The manager gets a weekly count of quotes and purchases.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your company?",
        "How do quotes and sales reach Origamy? Choose form (no code: a quote form and a staff sold form) or app (your app sends events).",
        "Which team calls customers who haven't bought after two days? (one person is fine)",
        "Which number should customers call to make a claim or ask a question?",
        "Where can customers finish buying their quote? (a link; leave empty to give your phone number only)"
      ],
      "object_kinds": [
        "team",
        "form",
        "saved_question",
        "report",
        "template",
        "workflow"
      ],
      "objects": 17,
      "channels": [
        "email",
        "sms"
      ],
      "data_in": [
        "public_form",
        "staff_form",
        "app_events"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/insurtech/quote-to-policy.yaml",
      "page_url": "https://developer.origamy.io/playbooks/insurtech/quote-to-policy/"
    },
    {
      "id": "lending.cooperative-contributions",
      "title": "Cooperative contributions",
      "sector": "lending",
      "summary": "Keeps contributions on time without anyone chasing by hand. Members get a friendly reminder a couple of days before their contribution is due and another on the day. If it's missed, they get a kind message and the treasurer gets a task to call. The executive gets a monthly report of how many members are due, paid and missed.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your cooperative or group?",
        "How should members pay? (the sentence members will read in every reminder)",
        "Which team calls members who miss a contribution? (can be one person, the treasurer)",
        "Who gets the monthly report? (for example the executive committee)",
        "Should reminders go by WhatsApp instead of SMS? (needs a connected WhatsApp Business number)"
      ],
      "object_kinds": [
        "team",
        "segment",
        "template",
        "report",
        "workflow"
      ],
      "objects": 16,
      "channels": [
        "sms",
        "whatsapp",
        "email"
      ],
      "data_in": [
        "sheet_sync",
        "csv_import"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/lending/cooperative-contributions.yaml",
      "page_url": "https://developer.origamy.io/playbooks/lending/cooperative-contributions/"
    },
    {
      "id": "lending.kyc-nudge",
      "title": "KYC nudge",
      "sector": "lending",
      "summary": "New sign-ups who haven't finished identity verification (KYC) get a reminder the next day, another three days later, and then a call from your onboarding team. Everything stops once they're verified.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your company?",
        "Which event means someone signed up?",
        "Which event means their verification was approved?",
        "Where do they finish verification? (your app or a deep link)",
        "Which team calls people who still haven't verified?"
      ],
      "object_kinds": [
        "team",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 5,
      "channels": [
        "sms",
        "email"
      ],
      "data_in": [
        "app_events"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/lending/kyc-nudge.yaml",
      "page_url": "https://developer.origamy.io/playbooks/lending/kyc-nudge/"
    },
    {
      "id": "lending.loan-application-follow-up",
      "title": "Loan application follow-up",
      "sector": "lending",
      "summary": "Takes a loan application from the form to a decision. Each application gets an acknowledgement and a call task for a loan officer, escalated to the branch manager if nobody calls. When your staff record a decision (approved, declined or needs more information), the applicant gets the right message. If documents are still missing three days later, an officer is asked to call.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your company?",
        "Which team calls applicants and reviews applications? (can be one person)",
        "Who should hear if an application call isn't made in time? (for example the branch manager)",
        "What loan amount ranges should the application form offer? (write each with your currency)",
        "Which number should applicants call about their application?"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 17,
      "channels": [
        "sms"
      ],
      "data_in": [
        "public_form",
        "staff_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/lending/loan-application-follow-up.yaml",
      "page_url": "https://developer.origamy.io/playbooks/lending/loan-application-follow-up/"
    },
    {
      "id": "lending.repayment-reminders",
      "title": "Repayment reminders",
      "sector": "lending",
      "summary": "Reminds borrowers three days before a repayment, on the day, and the day after a missed one, then gives your collections team a call task that escalates to a supervisor if nobody calls. Reminders stop when the repayment is recorded.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your company?",
        "Which trait holds the next repayment date?",
        "Which event means a repayment was received?",
        "Which team calls when a repayment is late?",
        "Who should hear if a late-repayment call isn't made in time?",
        "Where do borrowers repay? (your app or a payment page)"
      ],
      "object_kinds": [
        "team",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 12,
      "channels": [
        "sms",
        "email"
      ],
      "data_in": [
        "sheet_sync",
        "app_events"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/lending/repayment-reminders.yaml",
      "page_url": "https://developer.origamy.io/playbooks/lending/repayment-reminders/"
    },
    {
      "id": "logistics.delivery-updates",
      "title": "Delivery updates and failed-delivery recovery",
      "sector": "logistics",
      "summary": "Customers get an SMS when their parcel is out for delivery, with a time window and a number to call. A failed delivery sends a link to pick a new day and gives your dispatcher a task, and a reschedule request gives the dispatcher another. Delivered parcels get a short rating form an hour later, and a low rating gives your operations team a task. A weekly report shows how deliveries went.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your delivery company?",
        "How do you record delivery status? Choose form if your dispatcher fills in a form, or app_events if your dispatch app sends events.",
        "Which team handles failed deliveries and reschedule requests? (your dispatchers, or one person)",
        "Which team follows up on unhappy customers and gets the weekly report?",
        "Which number should customers call about a delivery?"
      ],
      "object_kinds": [
        "team",
        "form",
        "template",
        "saved_question",
        "report",
        "workflow"
      ],
      "objects": 23,
      "channels": [
        "sms"
      ],
      "data_in": [
        "staff_form",
        "app_events",
        "public_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/logistics/delivery-updates.yaml",
      "page_url": "https://developer.origamy.io/playbooks/logistics/delivery-updates/"
    },
    {
      "id": "logistics.merchant-onboarding",
      "title": "Merchant onboarding and first shipment",
      "sector": "logistics",
      "summary": "A new merchant gets a welcome and a call task for an account manager due within a day. If they haven't created a shipment three days later they get a nudge. A merchant who has shipped before but not for 30 days gets an account manager check-in. A monthly report goes to sales.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your logistics company?",
        "How do merchants sign up? Choose form if they use the sign-up form, or app_events if your platform sends a sign-up event.",
        "Which team calls new merchants and quiet ones? (account managers, or one person)",
        "Where do merchants create shipments? (your app or merchant portal)",
        "Which event means a merchant created a shipment?"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "saved_question",
        "report",
        "workflow"
      ],
      "objects": 16,
      "channels": [
        "sms",
        "email"
      ],
      "data_in": [
        "public_form",
        "app_events"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/logistics/merchant-onboarding.yaml",
      "page_url": "https://developer.origamy.io/playbooks/logistics/merchant-onboarding/"
    },
    {
      "id": "nonprofits.donor-thank-you",
      "title": "Donor thank-you and yearly follow-up",
      "sector": "nonprofits",
      "summary": "Your team records each gift on a short form. The donor gets a warm thank-you by SMS and email within a day, never mentioning the amount, and first-time donors get a personal call. About a year after their last gift they hear what their support did and are invited to give again. A monthly report counts donors and first-time donors.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your organisation?",
        "Finish this sentence in your own words: \"Your gift helps us ...\"",
        "Which campaigns or funds can a gift be recorded against?",
        "Which team thanks first-time donors personally? (it can be just you)",
        "Where can people give again? (a payment link or your donate page, or leave empty)"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "saved_question",
        "report",
        "workflow"
      ],
      "objects": 20,
      "channels": [
        "sms",
        "email"
      ],
      "data_in": [
        "staff_form",
        "csv_import"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/nonprofits/donor-thank-you.yaml",
      "page_url": "https://developer.origamy.io/playbooks/nonprofits/donor-thank-you/"
    },
    {
      "id": "nonprofits.volunteer-onboarding",
      "title": "Volunteer onboarding",
      "sector": "nonprofits",
      "summary": "Welcomes every new volunteer the moment they sign up, with a link to book an orientation, and gives your coordinator a call task. Orientations are confirmed and reminded the day before. Volunteers who haven't booked after two weeks get one nudge, and when you mark orientation done they are welcomed to the team. The coordinator gets a weekly summary.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your organisation?",
        "Who looks after new volunteers? (it can be just you)",
        "What skills or kinds of help do you need?",
        "Which areas do volunteers live in or serve?",
        "Where is the orientation, and what should volunteers bring?"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "saved_question",
        "report",
        "workflow"
      ],
      "objects": 26,
      "channels": [
        "sms",
        "email"
      ],
      "data_in": [
        "public_form",
        "booking_form",
        "staff_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/nonprofits/volunteer-onboarding.yaml",
      "page_url": "https://developer.origamy.io/playbooks/nonprofits/volunteer-onboarding/"
    },
    {
      "id": "professional-services.document-collection",
      "title": "Document collection before a deadline",
      "sector": "professional-services",
      "summary": "Asks every client for their documents each week until a deadline, with a link where they upload photos or PDFs. Anyone who hasn't uploaded when the final week starts goes on a call list for your team. Your team marks a client's documents complete once reviewed.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your firm?",
        "Which documents do you need? (one upload question each on the form)",
        "What is the deadline? (as you'd say it in a message)",
        "When should the first weekly reminder go out?",
        "When should the call list be created for clients who still haven't uploaded? (the start of the final week)",
        "Which team calls clients who are still missing documents? (it can be just you)"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 8,
      "channels": [
        "email",
        "sms"
      ],
      "data_in": [
        "csv_import",
        "sheet_sync",
        "public_form",
        "staff_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/professional-services/document-collection.yaml",
      "page_url": "https://developer.origamy.io/playbooks/professional-services/document-collection/"
    },
    {
      "id": "professional-services.enquiry-to-consultation",
      "title": "Enquiry to consultation",
      "sector": "professional-services",
      "summary": "Gives every enquiry a fast call from your intake team, with a link to book a consultation. Confirms and reminds each consultation, asks a partner to send the proposal the day after, and chases once if the client hasn't signed after five days.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your firm?",
        "What services do you offer? (people pick one on the enquiry form)",
        "Which team calls new enquiries? (it can be just you)",
        "Which team sends proposals and hears about calls nobody made in time? (it can be just you)",
        "What should clients bring or prepare for the consultation?"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 18,
      "channels": [
        "sms",
        "email"
      ],
      "data_in": [
        "public_form",
        "booking_form",
        "staff_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/professional-services/enquiry-to-consultation.yaml",
      "page_url": "https://developer.origamy.io/playbooks/professional-services/enquiry-to-consultation/"
    },
    {
      "id": "real-estate.enquiry-to-viewing",
      "title": "Property enquiry to viewing",
      "sector": "real-estate",
      "summary": "Every property enquiry gets an SMS with a link to book a viewing, and an agent task due within the hour that goes to a manager if nobody picks it up. Viewings are confirmed and reminded, and the agent is asked to follow up the day after.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your agency?",
        "Which team calls new enquiries and follows up after viewings? (one person is fine)",
        "Who should hear if an enquiry isn't called in time?",
        "Which number should leads call to change a viewing?",
        "How many hours do agents have to call a new enquiry?"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "saved_question",
        "report",
        "template",
        "workflow"
      ],
      "objects": 18,
      "channels": [
        "sms"
      ],
      "data_in": [
        "public_form",
        "booking_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/real-estate/enquiry-to-viewing.yaml",
      "page_url": "https://developer.origamy.io/playbooks/real-estate/enquiry-to-viewing/"
    },
    {
      "id": "real-estate.rent-and-lease-reminders",
      "title": "Rent and lease reminders",
      "sector": "real-estate",
      "summary": "Reminds tenants before rent is due, on the day and when it is late, and gives your property manager a call task when rent is overdue. Also reminds tenants and your team when a lease is about to end, so renewals get talked about early. Runs once a day over the dates in your tenant sheet.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call you? (your company or the building)",
        "How do tenants pay? (a few words, without account numbers)",
        "Which team calls tenants whose rent is late and talks about renewals? (one person is fine)",
        "Which number should tenants call with questions?",
        "Should the rent reminders go by WhatsApp instead of SMS?"
      ],
      "object_kinds": [
        "team",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 16,
      "channels": [
        "sms",
        "whatsapp",
        "email"
      ],
      "data_in": [
        "sheet_sync",
        "csv_import"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/real-estate/rent-and-lease-reminders.yaml",
      "page_url": "https://developer.origamy.io/playbooks/real-estate/rent-and-lease-reminders/"
    },
    {
      "id": "restaurants.catering-enquiries",
      "title": "Catering and event enquiries",
      "sector": "restaurants",
      "summary": "Catering and event enquiries come through a form and reach your events team as a call task due within two hours, with an escalation to the owner. A quote that has not turned into a booking after three days gets a chase call. Booked events get a reminder and a final-details call, and a thank-you afterwards.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your restaurant or catering business?",
        "Which team calls catering enquiries? (can be just you)",
        "Who should hear if an enquiry isn't called back in time?",
        "Where should customers leave a review after their event? (leave empty to just say thank you)",
        "What budget ranges should the form offer? Write them in your own currency."
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 12,
      "channels": [
        "sms"
      ],
      "data_in": [
        "public_form",
        "staff_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/restaurants/catering-enquiries.yaml",
      "page_url": "https://developer.origamy.io/playbooks/restaurants/catering-enquiries/"
    },
    {
      "id": "restaurants.table-feedback-and-return",
      "title": "Table feedback and bring-them-back texts",
      "sector": "restaurants",
      "summary": "A QR code on each table opens a short feedback form. A low score gives your manager a task to call within two hours, every guest gets a thank-you with your review link, and guests who said yes to offers get an invitation back if they haven't visited in a month.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your restaurant?",
        "Which team calls guests who gave a low score? (can be just the manager on shift)",
        "Where should guests leave a review? (your Google link; leave empty to just say thank you)",
        "What should the invitation tell guests about this week?",
        "Which scores count as unhappy? (out of 5)"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 8,
      "channels": [
        "sms"
      ],
      "data_in": [
        "public_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/restaurants/table-feedback-and-return.yaml",
      "page_url": "https://developer.origamy.io/playbooks/restaurants/table-feedback-and-return/"
    },
    {
      "id": "retail.abandoned-cart",
      "title": "Abandoned cart",
      "sector": "retail",
      "summary": "When a shopper starts checkout and doesn't finish, they get an email an hour later showing what they left, and an SMS the next day. The moment they order, the reminders stop.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What's your shop called?",
        "Which event means checkout started? Its properties should include the cart link and items.",
        "Which event means the order went through?",
        "Send an SMS the next day as well?",
        "How long after checkout starts should the email go?"
      ],
      "object_kinds": [
        "template",
        "workflow"
      ],
      "objects": 3,
      "channels": [
        "email",
        "sms"
      ],
      "data_in": [
        "app_events"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/retail/abandoned-cart.yaml",
      "page_url": "https://developer.origamy.io/playbooks/retail/abandoned-cart/"
    },
    {
      "id": "retail.after-the-sale",
      "title": "After the sale",
      "sector": "retail",
      "summary": "After you record a sale, delivery customers get a \"did it arrive OK?\" message two days later, and every customer gets a review or Instagram-tag request after five days. Regulars who haven't bought for a month get a \"time to restock?\" message with your catalogue link. You get a monthly summary. Works over WhatsApp or SMS.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your shop or brand?",
        "What do you sell? (the categories you pick from when recording a sale)",
        "After how many days do regular customers usually need to restock?",
        "Where should happy customers leave a review or tag you? (your Instagram page, a Google review link)",
        "Which link should restock messages point to? (your WhatsApp catalogue or online shop)",
        "Send these messages on WhatsApp instead of SMS?"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "saved_question",
        "report",
        "workflow"
      ],
      "objects": 17,
      "channels": [
        "whatsapp",
        "sms"
      ],
      "data_in": [
        "staff_form",
        "csv_import"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/retail/after-the-sale.yaml",
      "page_url": "https://developer.origamy.io/playbooks/retail/after-the-sale/"
    },
    {
      "id": "retail.back-in-stock",
      "title": "Back in stock",
      "sector": "retail",
      "summary": "Shoppers ask to be told when a sold-out item is back, through a small form or your store's own button. When it's restocked, each of them gets an email (and an SMS if they gave a number) with a link straight to the product.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What's your shop called?",
        "What will your store call the event it sends to each waiting shopper on restock?",
        "Do you want an Origamy form for \"tell me when it's back\", or does your store have its own button?",
        "Send an SMS as well, when the shopper gave a number?",
        "Which address should emails come from?"
      ],
      "object_kinds": [
        "form",
        "template",
        "workflow"
      ],
      "objects": 4,
      "channels": [
        "email",
        "sms"
      ],
      "data_in": [
        "public_form",
        "app_events"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/retail/back-in-stock.yaml",
      "page_url": "https://developer.origamy.io/playbooks/retail/back-in-stock/"
    },
    {
      "id": "saas.trial-to-paid",
      "title": "Trial to paid",
      "sector": "saas",
      "summary": "Moves trial users toward the one action that shows the product's value, reminds them before the trial ends, and gives sales a task to call engaged trials. It all stops the moment they subscribe.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What's your product called?",
        "How long is the trial, in days?",
        "Which event is the \"aha\" action that predicts people will pay?",
        "Which team calls engaged trials before they end?",
        "Where should buttons send people? (your app or upgrade page)"
      ],
      "object_kinds": [
        "team",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 6,
      "channels": [
        "email"
      ],
      "data_in": [
        "app_events"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/saas/trial-to-paid.yaml",
      "page_url": "https://developer.origamy.io/playbooks/saas/trial-to-paid/"
    },
    {
      "id": "schools.fee-reminders",
      "title": "Fee reminders",
      "sector": "schools",
      "summary": "Reminds students (or their guardians) before school fees or an instalment are due, on the day, and when they're late, and gives the bursary team a call task for late fees.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your school?",
        "Which trait holds the next fee due date?",
        "Where do families pay fees?",
        "Which team calls when fees are late?",
        "How long before the due date should the first reminder go?"
      ],
      "object_kinds": [
        "team",
        "segment",
        "template",
        "workflow"
      ],
      "objects": 10,
      "channels": [
        "email",
        "sms"
      ],
      "data_in": [
        "sheet_sync"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/schools/fee-reminders.yaml",
      "page_url": "https://developer.origamy.io/playbooks/schools/fee-reminders/"
    },
    {
      "id": "schools.school-tour-to-enrolment",
      "title": "School tour to enrolment",
      "sector": "schools",
      "summary": "Takes a family from first enquiry to a place at your school. Enquiries get a thank-you with the tour booking link and a call from admissions. Tours get a confirmation and a reminder the day before, then a follow-up the day after with your application link. When your staff record a decision, the parent gets the right message, and the head teacher gets a weekly summary.",
      "source": {
        "kind": "synthesized",
        "date": null
      },
      "questions": [
        "What should messages call your school?",
        "Which team calls new enquiries and follows up after tours? (can be one person)",
        "Who should hear if admissions is slow, and get the weekly report? (for example the head teacher)",
        "Where should parents go when they arrive for a tour?",
        "Which number should parents call to change a tour or ask a question?"
      ],
      "object_kinds": [
        "team",
        "form",
        "segment",
        "template",
        "report",
        "workflow"
      ],
      "objects": 30,
      "channels": [
        "sms",
        "email"
      ],
      "data_in": [
        "public_form",
        "booking_form",
        "staff_form"
      ],
      "spec_url": "https://developer.origamy.io/playbooks/schools/school-tour-to-enrolment.yaml",
      "page_url": "https://developer.origamy.io/playbooks/schools/school-tour-to-enrolment/"
    }
  ]
}