Tasks in Twine help you extract value from customer conversations and distribute this intelligence to the right people at the right time. Tasks allow you to automate the collection, analysis, and distribution of learnings, helping teams make more informed decisions without manual effort.
The basics
Tasks are automated processes in Twine that you can can set once and Twine will do work in the background on your behalf. There are two main types of Tasks: Feeds and Reports.
Feeds
Feeds are personalized streams of customer intelligence that automatically deliver relevant insights to specific individuals. They help you stay connected to customer feedback without having to manually search through call recordings or reports. Feeds are useful because:
Continuous delivery: Feeds provide near real-time intelligence as it's captured
Custom focus: They can be filtered by intel type, customer attributes, or specific subject areas of your product
Personal: Unlimited team members can configure feeds based on their specific responsibilities and areas of interest
Set and forget: Intelligence comes to you automatically, rather than requiring manual searching
Common use cases for Feeds include:
Monitoring feature feedback
Competitive positioning
Deal blockers
Segment-specific insights
Customer love highlights
Reports
Reports are recurring thematic summaries of customer feedback across multiple conversations to identify trends, patterns, and priorities. Unlike Feeds which deliver individual pieces of intelligence in real-time, Reports aggregate data over time to provide a more comprehensive view. This are useful because:
Periodic delivery: Reports are generated and delivered on a schedule (weekly, monthly, etc.)
Custom timeframes: Analyze rolling 30, 90, 180, etc. windows of data to see if themes rise or fall over time
Trend analysis: They identify patterns and themes across all conversations
Business impact prioritization: Themes include revenue impact, customer segment skews, and total counts
Cross-functional relevance: Reports can be tailored to serve multiple stakeholders across different teams
Common use cases for Reports include:
Product voice of customer
Feature impact reports
Deal blockers ranked by ARR
Competitive intelligence summaries
Customer segment analysis
Churn risk analysis
Benefits of Tasks
Using Tasks in Twine helps organizations:
Eliminate manual feedback collection and processing
Ensure critical customer intelligence reaches decision-makers
Break down silos between product and go-to-market teams
Make more confident decisions based on objective customer evidence
Save time by automating knowledge workflows
Tasks are designed to integrate with your existing tools and workflows, ensuring that customer intelligence becomes part of your team's daily operations without adding administrative burden.
Getting started with Tasks
To begin using Tasks, you'll want to:
Create a Feed to start receiving personalized intelligence
Create a Report to generate regular summaries of customer feedback