I am looking into if Gainsight has the ability to attach a document to a CTA. I saw https://support.gainsight.com/Cockpit_and_Playbooks/Admin_Guides/01_Configure_CTA_File_Attachments but it looks like that is for the CSM to add an attachment after the fact. That is not our use cause.
Example: Executive Business Review is sent to the CSM - Can we attach a sample EBR agenda that the CSM can review?
Potential workaround could be to have the sample agenda be a task within a playbook but wanted to see if anyone else has done something similar.
Best answer by dstokowskiView original