Playbooks

Playbooks save a workflow for work you do often. Open Playbooks to browse your library, create a playbook, or start a saved workflow. Creating, copying, and editing require Growth or a higher eligible plan; you can edit playbooks you own.

Create or edit a playbook

1. Choose New playbook, or open a saved playbook with Open workflow.
2. Give it a name. In Workflow, add, title, and order stages using the up/down controls. You can choose clarification, research, drafting, voice refinement, quality checks, claim verification, and output review. A workflow needs between one and twelve stages.
3. In Inputs, write reusable instructions and define text, long-text, or choice fields. Choose which fields are required. Give each choice a distinct value, one per line.
4. Choose Create playbook or Save changes. Save any edits before choosing Run playbook. Runs & performance shows saved run history.

Built-in and other read-only playbooks have Make a copy. This opens an editable local copy; the source stays unchanged. Replace or remove any stages marked unsupported, then choose Create copy to save it to your library.

Saving updates the settings used by future runs. It does not publish an immutable version, and there is no private test run in this editor.

Start a task

Choose Run playbook, complete the required fields marked with an asterisk, and select any connected sources you want the task to read. Existing connection permissions still apply. Starting creates a real task, uses your workspace allowance, and opens the task conversation.

For authored playbooks, each input is limited to 1,200 characters. Instructions, field labels, and entered values together must fit within 4,000 characters. If validation rejects the start, correct the inputs and try again.

Recover when a response is missing

Saving and starting stop waiting after 30 seconds. You can also choose Stop waiting. This stops waiting for the response; the save or task may still have completed.

If Save outcome unknown appears, keep the editor open to retain your edits. Use Check library or Reload saved version, which opens a separate tab. After checking, confirm I checked the library or saved version, then choose Keep edits and enable saving. You can continue editing and deliberately save again. Another create or copy attempt may produce a duplicate if the earlier save completed.

If a task start is unresolved, Check same task retries the original request. Inputs and source selections stay locked to that request, including when you close and reopen the dialog without reloading the page. Start another task releases it so you can enter a new request; this may create an additional task and use more of your allowance. Use it only when you intend to start another task.