Create a Playbook

Two ways to create a Playbook

From a completed trip (recommended)

Creating a playbook from a completed trip is the fastest way to capture a proven process.

1. Go to Playbooks in the sidebar.
2. Click + New Playbook.
3. In the Select Source Trip dropdown, choose a completed trip.
4. Click Load Trip.
5. The system extracts components from the trip — tasks, checklist items, documents, meetings, stops, and action items — and organizes them by phase.
6. Review the extracted components. Deselect any items you do not want to include.
7. Set the Playbook Name (pre-filled from the trip title — edit as needed).
8. Add an optional description.
9. Set Visibility: Personal, Team, or Organization.
10. Review any Known Risks extracted from the trip and deselect any that are not reusable.
11. Click Save Draft Playbook.

The playbook is saved as a Draft. Review it on the Playbook detail page and activate it when ready.

From scratch

1. Go to Playbooks and click + New Playbook.
2. Leave the source trip dropdown set to — Start from scratch —.
3. Enter a Playbook Name (required).
4. Add an optional description.
5. Select a Workspace Type — this determines which trip types the playbook is most relevant for.
6. Set Visibility.
7. Click Create Draft Playbook.

A blank draft playbook is created. Open it and add components manually using the Edit page.

Reviewing the candidate components

When creating from a trip, the system shows a list of candidate components grouped by phase. Each component shows:

• Title and description
• Component type (Task, Checklist Item, Document, Meeting, and so on)
• Whether it is marked as Required
• The source entity type it came from

Deselect components that were specific to that one trip and would not apply to future trips.

After saving

The playbook is saved as a Draft. To use it on a trip, you must first activate it:

1. Open the playbook from the Playbooks page.
2. Click Edit.
3. Change the status to Active and save.

Once active, the playbook appears in the Apply Playbook flow for any trip.

Tips

• Only completed trips appear in the source trip dropdown. A trip must be marked as completed before it can be used as a source.
• The playbook name and description are shown when selecting a playbook to apply — make them descriptive enough to identify the right one quickly.
• Start with a Personal playbook. Promote it to Team or Organization visibility once you have used it successfully on a few trips.