Playbooks
Playbooks are saved analysis recipes — a name, description, list of datablocks, and instructions for the AI. SMAQ runs them on demand in chat.
A playbook is the answer to "I keep asking the same kind of question — can SMAQ just remember how I want it answered?"
A playbook bundles:
A clear name and description.
A curated set of datablocks the AI should consult.
Free-text guidelines that shape tone, length, focus.
Once saved, the playbook appears at the top of chat suggestions whenever a related question is asked. One click and SMAQ runs your standard analysis your way.
[Screenshot needed] Playbook detail page showing the name, description, three attached datablocks, and the guidelines field.
When playbooks pay off
You ask the same question every week ("Weekly performance review").
Your client expects a specific format ("Q2 spend efficiency report").
You want the AI to write in a specific voice ("Casual tone, 200 words max, end with a recommendation").
Multiple team members need to ask the same question consistently.
Creating a playbook
See Build your first playbook (tutorial) for the step-by-step. The short version:
Playbooks → Create new playbook.
Name and describe.
Add datablocks (search → +).
Add guidelines.
Save.
[Screen video needed] Creating a playbook from scratch — name, description, add three datablocks, add guidelines, save, then execute from chat. ~2 minutes.
Where the guidelines go
The guidelines field is free text. Examples that work well:
Tone: "Write casually, like a Slack message between teammates."
Length: "Keep responses under 200 words."
Format: "Always end with three numbered next-step recommendations."
Language: "Reply in 繁體中文."
Focus: "Lead with what changed week-over-week, ignore overall averages."
Audience: "Audience is a CMO, not an operator — skip platform-specific tactics."
Constraints: "Never recommend pausing the Brand campaign."
The AI honors guidelines on every playbook run.
Sharing playbooks
Org-wide sharing
Toggle Org-wide sharing on the playbook detail page. The playbook becomes available in Organization Gallery for every project in your org.
[Screenshot needed] Playbook with Org-wide sharing toggle on, plus the Organization Gallery showing it listed.
Copy a shared playbook
From any project:
Playbooks → Organization Gallery tab.
Find the shared playbook.
Click Copy to project.
A copy lands in My Playbooks in that project. You can edit it without affecting the shared original.
Executing a playbook
From chat suggestions
When you open chat in a project that has playbooks, the chat suggestions strip surfaces them. Click to execute.
By asking related questions
If you ask a question that matches a playbook's description, SMAQ surfaces the playbook at the top of the response with a "Run this playbook?" prompt. Click yes.
[Screenshot needed] Chat with the AI suggesting a playbook at the top of its response — "I think the Weekly Performance Review playbook fits this — run it?"
Tips
Start with one playbook. Refine it over a week of use. Then add more.
Narrow > broad. "Weekly Meta review" produces sharper output than "Full marketing review."
Embed your house style. Reusing the same opener and closer across reports? Put it in the guidelines.
Keep datablocks tight. 3–5 datablocks usually outperforms 10. The AI handles narrower contexts better.
Tier availability
All tiers — Playbooks are included starting at Starter.
Related
What SMAQ AI can do — see the Execute Playbook Agent in context.
Knowledge Base — playbooks reference KB context automatically.
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