Creating a New Playbook
Step 1: Navigate to the Playbooks section on the left-hand nav bar
Step 2: Select the Create Playbook button on the top right
Step 3: Once selected, you'll have three options to choose from:
Templates
Existing Playbooks
Blank
Create with AI
Pro tip: Upload existing collateral or training materials to create a first draft playbook with AI.
Review Playbook Details
Step 1: Name your playbook
Step 2: Assign it a tag— these are pulled from the library (learn more here) and are used to help organize the playbook for your team.
Step 3: Edit ownership, if needed. Who will help you edit/own this playbook?
Finally, click Create Playbook!
Editing Playbooks
Editing playbooks is really similar to editing workspaces. Ask AI to make edits or use the built in editor.




