Run a playbook
Professional plan
Bundle guides into a sequence like New hire or Month-end close.
What playbooks are for
A playbook is an ordered set of guides for a moment that repeats - onboarding, month-end, incident response, and similar.
- Open Playbooks.
- Create a playbook and add the guides in order.
- Start a run for a person or team when the moment begins.
- Track progress through the sequence until every guide is complete.
Use playbooks when a single task is not enough and the whole journey needs to finish.