Streamline your Playbook creation by cloning actions and branches to easily duplicate the steps in an automation without rebuilding it from scratch.

Clone an entire Playbook branch — including all actions and nested sub-branches — directly from the Rule slideout. Branch cloning is smart about references: any connections within the cloned branch (e.g., jumps, wait conditions, Conversation replies) are automatically updated to point to the newly cloned actions and branches. If actions inside the cloned branch reference items outside of it, those connections are intentionally left unchanged to preserve your overall workflow structure.

This pairs with the new ability to clone individual Playbook actions as well: clone any action from the action slideout, then click an edge (+) on the canvas to place it where you need it.

Never lose your work in progress with new autosaved Drafts for Notes, Tasks, Conversations, and Custom Objects. Vitally will now automatically save your progress for these objects, so you can navigate away and revisit them later in the Drafts tab in the Table View for that object, or in a new tab when editing said object.

You can now bulk send Conversations to a group of Users by clicking the checkbox in the top-left corner of a User Table View to “select all” and then choose to Start a Conversation. This makes it much easier to communicate with large groups of users at scale. (Note: This feature is only available to Admins)

You can now create Playbooks that are triggered by a Meeting object. This unlocks the ability to:

AI Summaries now incorporate key account Properties — including churn status, health score, NPS data, MRR/ARR, renewal dates, and more — for richer, more contextual insights at a glance. The full list of Properties Vitally AI will take into consideration includes:

Search and filter states on the Playbooks main table now persist in your browser. Whether you hard-refresh, navigate away and come back, or jump into a Playbook only to realize it wasn't the one you were looking for — your search and filters will be right where you left them. We've also added Clear Search and Clear Filters options for when you want to start fresh.

Editable cells in Table Views are now more visible so it’s clear what can and can’t be edited. When you hover over a cell:

The slash (/), mention (@), and variable ({}) commands in Vitally's rich text editor (Docs, Notes, Tasks, and more) now behave more intuitively:

You can now filter Users by whether they have permanently bounced via Vitally Email. Permanently bounced users are automatically excluded from future sends to help maintain list quality and improve deliverability. This makes it easier to identify and manage contacts with invalid or unreachable email addresses.

We've extended support for sorting, filtering, and grouping by a trait's Last Updated at value across several record types:

You can now add Participant Emails as a column in Meetings Table Views to quickly view all participant email addresses in a single, comma-separated list. The field supports filtering, CSV export, formulas (including Account and Organization rollups), and Widget group-by for more flexible reporting.

Vitally now detects bounces for outbound messages sent via Outlook. Previously, there was no visibility into whether Outlook emails had bounced — this update brings Outlook in line with existing bounce detection for other email providers.

The Analytics API can now ingest Custom Object instances via a new endpoint. This allows ingestion to be buffered via Kafka rather than handled synchronously, which is more reliable at scale.