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Automations and playbooks

Software startup: how the operations fit together

Small product teams building and selling an app.

The jobs software does

Most companies like this use one tool for each job. The ones listed are common choices, in no ranked order.

  1. Plan and build

    Issues linked to code keep the roadmap honest.

  2. Ship and host

    Automatic deploys from the main branch, with previews for changes.

  3. Catch problems

    Error tracking and uptime checks tell you before customers do.

  4. Understand usage

    Know which features matter and where people get stuck.

  5. Talk to customers

    Track trials and customers, and send onboarding emails.

Automations that join it up

Each one moves information between two jobs so nobody has to copy it.

Engineering · Easy · Built-in integration

Follow code changes in a team channel

Pull requests waiting for review slow everyone down. Posting them where the team talks gets reviews done sooner and keeps others aware of what's shipping.

SlackGitHub

Engineering · Easy · Built-in integration

Move issues along when code is merged

Updating issue status by hand after every pull request is easy to forget, so boards drift from reality. Linking them keeps status accurate.

LinearGitHub

Engineering · Some setup · Built-in integration

Turn app errors into issues the team will fix

Errors seen only in a monitoring tool are easy to ignore. Creating an issue from the error puts it into the normal planning flow, with the stack trace attached.

SentryLinear

Engineering · Easy · Built-in integration

Tell the team the moment your site goes down

Finding out about downtime from customers is the worst way. An alert in the channel the team already watches gets someone looking within minutes.

Better StackSlack

Product · Some setup · Built-in integration

See revenue next to product usage

Knowing which features paying customers use helps you decide what to build. Bringing payment data into product analytics answers that without spreadsheets.

StripePostHog

Product · Some setup · Built-in integration

Give sales a view of how customers use the product

Sales and success teams work better when they know who is active, who is stuck and who has stopped. Sending usage groups to the CRM puts that on each contact.

MixpanelHubSpot CRM

Advice

  • Start on free plans where they exist, and upgrade when a limit actually gets in the way.
  • Set alert thresholds early so the team doesn't learn to ignore them.