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Creating Playbooks

How to create a playbook

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.

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