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Playbooks

Playbooks are pre-configured agent bundles — a complete agent setup packaged as a single installable template. Instead of manually configuring an agent from scratch, a playbook deploys a fully configured agent with the right skills, permissions, scheduled tasks, knowledge collection templates, and integrations — all in one click.

What's in a Playbook

A playbook captures everything about an agent's configuration:

| Component | What It Includes | |-----------|-----------------| | Agent template | Name suggestion, type, personality (tone, verbosity, model), objective, instructions, background | | Skills | Pre-selected skills from the skill library | | Permissions | Configured permission toggles with unlock levels | | Scheduled tasks | Recurring tasks (heartbeat checks, digests, monitoring) with cron expressions | | Knowledge templates | Pre-defined knowledge collection structures | | Required integrations | Which OAuth connections the playbook needs (Gmail, Notion, etc.) | | Required APIs | External API access the agent needs (Brave Search, Firecrawl, etc.) | | Setup steps | Guided onboarding steps after installation |

Using Playbooks

Browsing Playbooks

Navigate to the Playbooks page to browse available playbooks. You can filter by:

  • Public — Community-shared playbooks available to everyone
  • Organization — Playbooks shared within your organization
  • My playbooks — Playbooks you've created

Installing a Playbook

  1. Browse the playbook gallery and find one that fits your use case
  2. Click Install to preview what it includes
  3. The platform creates a new agent with all the playbook's configuration pre-loaded
  4. Follow any setup steps (like connecting required integrations)
  5. Your agent is ready to go — fully configured

After Installation

Once installed, the agent is yours to customize further. You can:

  • Add more training data specific to your needs
  • Adjust the personality or model
  • Install additional skills
  • Modify permissions
  • Change heartbeat schedules

The playbook is a starting point — you own the agent completely after installation.

Creating Playbooks

From an Existing Agent

The easiest way to create a playbook is to export a well-configured agent:

  1. Go to your agent's profile page
  2. Click Export as Playbook
  3. The platform captures the agent's configuration, skills, permissions, scheduled tasks, and knowledge access setup
  4. Choose whether to make it public, organization-only, or private
  5. Your playbook is ready for others to install

What gets exported:

  • Agent type, personality settings, and instructions
  • All installed skills
  • Permission configuration
  • Scheduled tasks
  • Knowledge collection metadata (structure, not content)
  • Required integration and API information

What doesn't get exported (for privacy):

  • Your personal training data content
  • Knowledge base entries
  • Conversation history
  • OAuth tokens or credentials
  • Personal information

From Scratch

You can also create a playbook from a raw configuration:

  • Define the agent template manually
  • Select skills, permissions, and scheduled tasks
  • Specify required integrations
  • Add setup steps to guide new users

Playbook Ideas

Here are some playbook concepts for common use cases:

Executive Assistant

  • Type: Custom
  • Skills: Email Triage, Schedule Management, Meeting Prep, Daily Digest
  • Integrations: Gmail, Google Calendar
  • Scheduled tasks: Morning briefing (daily), inbox scan (hourly)
  • Instructions: Prioritize communication from leadership, prepare meeting briefs 30 minutes before each meeting

Development Lead

  • Type: Code
  • Skills: Code Review, Debugging, PR Summary, CI Monitoring
  • Integrations: GitHub
  • Scheduled tasks: PR status check (every 4 hours)
  • Instructions: Review PRs focusing on security and performance, summarize open PRs daily

Content Researcher

  • Type: Research
  • Skills: Web Search, Article Summary, Trend Tracking, Competitor Monitoring
  • Scheduled tasks: Daily industry digest, weekly competitive analysis
  • Instructions: Track specified topics and competitors, compile weekly report

Inbox Zero

  • Type: Email
  • Skills: Email Triage, Draft Replies, Smart Labels, Newsletter Digest
  • Integrations: Gmail
  • Scheduled tasks: Inbox scan (every 30 minutes)
  • Instructions: Aggressively categorize and archive, only surface truly important emails

Next Steps