playbooks
(8)
SmartKarrot
The Dallas software company wants customer success teams to stop firefighting churn - and start engineering growth from the accounts they already have.
Skalin
Skalin brings together all your customer data, makes sense of it with AI, and gives your team the clarity to protect revenue and grow accounts.
Custify
Leading CS teams aren't working harder. They have AI agents doing the heavy lifting.
Vitally
Vitally is a New York-based customer success platform for B2B SaaS companies. It unifies product usage, billing, CRM and support data into a single workspace so customer success managers can score account health, automate playbooks, collaborate with customers and cut churn. Its AI Copilot layers summaries, meeting notes and natural-language insights on top of that data. Founded in 2017 by Jamie Davidson and Patrick Vatterott out of Techstars NYC, Vitally has raised roughly $40 million and counts Zapier, Productboard, Mixpanel and Gorgias among its customers.
LegalOn Technologies
LegalOn Technologies is a legal AI company that builds contract-review and legal-workflow software for in-house legal teams. Founded in Tokyo in 2017 by former corporate lawyers Nozomu Tsunoda and Masataka Ogasawara, it pairs large language models with attorney-authored playbooks so its flagship product, Review, flags risks and suggests edits inside Microsoft Word. Used by more than 7,000 organizations across Japan, the U.S. and the U.K. - including roughly a quarter of Japan's public companies - LegalOn raised a $50M Series E led by Goldman Sachs in July 2025 and struck a technology partnership with OpenAI to build legal AI agents.
Ivo
Ivo is a San Francisco AI company that helps in-house legal teams review, redline, negotiate and search contracts. Its tools live inside Microsoft Word and a searchable contract repository, flagging risks and suggesting edits against a team's own playbook. Founded in 2022 by former lawyer Min-Kyu Jung and ex-Xero engineer Jacob Duligall, Ivo counts Uber, Shopify, Canva, Atlassian, Reddit, Pinterest and IBM among its customers, and raised a $55M Series B in January 2026.
Mattermost
Mattermost is an open-source, self-hostable collaboration platform built for organizations that cannot put their conversations in someone else's cloud. Started as a game studio's internal chat tool and open-sourced in 2015, it grew into the leading self-hosted alternative to Slack and Microsoft Teams, combining channel messaging, voice and screen sharing, incident-response Playbooks, and integrated AI agents. Its customers skew toward defense, government, financial services, and technology organizations - from the U.S. Air Force to Uber - that need data sovereignty, air-gapped deployment, and government-grade security.
Cytactic
Cytactic is a Tel Aviv-based cybersecurity company building an AI-powered Cyber Incident Response Management (CIRM) platform that helps enterprises, boards and governments prepare for, simulate, manage and recover from cyber crises. Founded in 2022 by Dr. Nimrod Kozlovski and Menny Barzilay, it distills lessons from hundreds of real-world incidents into playbooks, decision-support tools, simulations and out-of-band communication for the moment an organization gets breached.