> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bigdelta.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your first moment

> Create automated playbooks that respond to customer behavior.

[Moments](/guide/features/moments) are automated playbooks that respond to customer behavior. Once you have data flowing from your payment processor and product, you can create moments to act on it automatically.

### What you need to provide

* A **trigger** — the activity that starts the moment (e.g., Trial Ending Soon, Payment Failed, Product Usage Dropped)
* **End conditions** — what counts as success or failure (e.g., success = customer upgrades, failure = trial expires)
* **Action steps** — what happens automatically (send an email, post to Slack, create a CRM task)

### Good first moments to try

| Moment                         | Trigger               | Success end                  | Actions                                        |
| ------------------------------ | --------------------- | ---------------------------- | ---------------------------------------------- |
| **Trial conversion**           | Trial Ending Soon     | New Business (customer pays) | Send email reminder, notify team on Slack      |
| **Failed payment recovery**    | Payment Failed        | Payment Recovered            | Send email to customer, alert CS team on Slack |
| **Re-engage dormant accounts** | Entered Dormant Stage | Entered Engaged Stage        | Send re-engagement email sequence              |

### How to create

1. Click **Moments** in the top navigation
2. Click **New Moment**
3. Name it, choose a goal (Activate, Convert, Grow, or Recover)
4. Configure your start rule, end rules, and action steps

### What you unlock

* Automated outreach that runs 24/7 without manual effort
* Measurable success/failure rates per moment so you can optimize over time
* A clear view of how many accounts are in each playbook at any time

<Note>
  Moments require at least one data source to be connected. Payment data powers revenue-based moments (trials, payments, churn). Product data powers usage-based moments (engagement drops, feature adoption). Connect both for the full range of triggers.
</Note>