Build your first playbook
Master the art of creating playbooks to automate your data analysis workflows.
Overview
This guide teaches you how to build reusable playbooks that combine multiple datablocks and define guidance for consistent analysis. Learn to organize related datablocks into logical sequences, configure playbook descriptions and instructions, and use playbooks to streamline repetitive analysis tasks. Whether you're analyzing marketing campaigns or tracking business KPIs, playbooks help you standardize and scale your analytics processes.
Why a playbook?
We know that you have your secret sauce when it comes to analyzeing certina topics, such as "Why did my ROAS increased?", "How did my impression plummeted?, "What should be my next campaign talk about?". As much as we want to create universal playbooks that can be applied to every industries and brands, we know that no one knows your company or client better than you. Hence, we let you build your own playbook. It ensure our AI can learn what you need to investigate / study before arriving at a conclusion or recommendation. Now, let's see how do we create a playbook from scratch and apply it in the SMAQ AI!
What is in a playbook?
Name - The name of the playbook that can help you quickly identify it's purpose
Description - Brief description of the playbook about what it does and when will it be useful
Datablocks - The actual actions or data analysis that SMAQ should execute in this playbook
Addition guidlines - Further instructions on how SMAQ should understand the data, e.g. where should it focus on, what kind of insights should it look for, what kind of response should it return. Consider your are giving a direction to the AI agents to what they should provide in the answer
Step 1: Create a new playbook
Click "Playbooks" on the side menu and go to the playbook page. Click "Create New Playbook"
Give your playbook a name and a description. A specific description can help SMAQ AI to find your playbook more easily.
Step 2: Add datablocks
Now, we only have an empty playbook. To make it work, we need to add datablocks to it. You can search for the suitable datablocks and click the "+" button to add it to the middle section.
Of couse, you can also click "-" to remove datablocks from the playbook. When you are done, click "Save"
(Optional) Add additional instruction
Notice that we can add additional guidance to a playbook to instruct SMAQ to look for specific insights or summarise its finding in certain style, e.g. response length, language, focus, etc. Feel free to modify this to your preference. You will immediately see the effect in the next step!
Step 4: Execute it in SMAQ AI
Now when you ask for a web traffic analysis from SMAQ AI, you will see you playbook on the top! Click on it to execute.
Congratulation! You have created and executed your first playbook!
Next step: Share your playbook with your team
To share the playbook within your organization, you can turn it on in "Org-wide sharing" inside the playbook. Now, the playbook will be visible to other project editors!
Copy existing playbook to your project
To add the playbook to your project. SImply head to the "Organization Gallery" in playbooks page and click "Copy to project". In a few seconds, you will see it in "My Playbooks".
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