It would be helpful to be able to manually add an email task to a CTA and playbook already in action.
Today email assist tasks can only be added through a playbook. The only option is to "replace" when you are editing a CTA/playbook already created and assigned.
Ability to add email tasks to already active playbooks
None
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When an Email Template is Updated, you can use the refresh Icon in Playbook Task,
Also we are looking at giving an easier option to Mass Update email templates to all the playbook task its been applied to.
Quick Question: Will there be an situation where a email template is modified but you don't want to update that in Email Assist?
Regards,
Hitesh
Ability to manually add email task is in our future roadmap.
Is the Use-case to add manual email task and select from existing template or would you want to compose and send adhoc email?
Regards,
Hitesh
Original use case was the first you mentioned.
For example I'm working on a manually created risk/oppty/et, and would love to grab "Key Sponsor communication on low usage" email template I know exists in another playbook I've used and add it to the strategic playbook I've already built out in this CTA.
I had not thought much about the second use case you mention. However, it sounds helpful mostly due to the tracking Gainsight has built into emails.
Thanks,
Devin