Playbooks

Playbooks are reusable prompt templates that let you save and share common automation workflows. Instead of typing the same instructions each time, create a playbook and run it with one click.

Creating a Playbook

  1. Navigate to the Playbooks section in the sidebar
  2. Click New Playbook
  3. Give it a descriptive name (e.g., "Weekly Report Generator")
  4. Write the prompt template — this is the instruction the AI will follow
  5. Save the playbook

Using a Playbook

Once created, playbooks are available in the Chat tab. Select a playbook to pre-fill the chat with its template, then send it to execute.

Playbook Tips

  • Be specific: Include platform names, app names, and field names in your template
  • Use variables: Leave placeholders for values that change each time (e.g., "Update status to [STATUS]")
  • Chain steps: Playbooks can describe multi-step workflows — the AI will execute them in order

Tip: Playbooks are scoped to your organization. All team members can use playbooks created by anyone on the team.