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
1) If they would send the agenda via email, you could use Email Assist to have that as part of the playbook and ready to send to the customer.
2) You can leverage Success Snapshots to help them quickly build not only the agenda but deck for the EBR
3) Link in comments as Faust recommended