Help & Learning Centre
Playbooks
Create and apply reusable operational processes to standardize how you run trips.
Apply a Playbook to a Trip
Applying a playbook to a trip pre-populates the Execution page with the playbook's components. You preview what will be added before confirming.
Create a Playbook
Create a Playbook from a completed trip to capture what worked, or start from scratch to build a process from the ground up.
Playbooks Overview
A Playbook is a reusable set of operational steps built from a completed trip. Apply a playbook to a new trip to pre-populate the Execution page with the steps that worked before.