Playbooks Guide
Access the Playbooks screen (
/playbooks) from the sidebar.
Playbooks capture successful executions of complex tasks so you can re-run them without re-typing prompts.
Create a Playbook
Rather than building workflows in a blank form wizard, create playbooks directly from successful conversations:
- In Chat, complete your multi-step task until you achieve the desired outcome.
- Ask the agent to save the session:
"Create a playbook from this session." - The new playbook appears automatically on the Playbooks page in the sidebar.
The empty state screen offers the same recommendation: run a task with an agent, request a playbook, and click Start to re-run it anytime.
Run a Playbook
- Locate the playbook in Playbooks (use search, sort, or bookmarks).
- Click Start on the playbook card.
- A new session launches with the assigned assistant, automatically executing the recorded steps and goals.
You can also reference playbooks in chat using the @playbook: mention prefix (auto-complete suggestions work in both chat and Scheduled Task triggers).
Manage Playbooks
- Bookmark: Pin frequently used playbooks to the top of your list.
- Delete: Remove obsolete playbooks permanently (deleted playbooks cannot be recovered).
- Sort: Order playbooks by creation date, assistant name, or bookmarked status.
Comparison: Playbook vs. Skill
| Aspect | Playbook | Skill (@skill:) |
|---|---|---|
| What it is | A replay of a successful execution history | A SKILL.md procedural specification |
| How to create | Request the agent to save a finished chat | Author via skill-creator and deploy |
| How to use | Click Start or mention @playbook:name | Mention @skill:name in chat |
Use both capabilities together: choose Playbooks for one-click workflow replays, and choose Skills for consistent procedural rules and reasoning steps.
Related Documentation
- Assistants Guide — Profiles linked to playbooks
- Skills Guide — Procedural instructions
- Automation & Scheduled Tasks Guide — Automate recurring playbooks
- Sessions Guide — Manage execution sessions