Examples

Playbook Examples #

Learn from real-world automation scenarios. These examples show you how to structure effective playbooks and demonstrate common patterns you can adapt for your own workflows.

Example Categories #

Quick Start Examples #

Perfect for getting started with your first playbooks:

  • Daily Customer Call Summary: Extract insights from customer calls and share with your team
  • Daily News Summary: Curate relevant industry news with personalized briefings

Simple examples that demonstrate core playbook concepts and get you up and running quickly.

Communication Examples #

Automate team communication and status updates:

  • Team Standup Automation: Collect work updates and format standup summaries
  • Customer Support Summary: Monitor support tickets and highlight urgent issues
  • Meeting Notes Distribution: Process and distribute meeting notes with action items

Great for teams looking to streamline regular communication workflows.

Advanced Examples #

More sophisticated automation while staying practical:

  • Weekly GitHub Activity Summary: Simple development activity reports
  • Daily Support Ticket Monitor: Monitor tickets with conditional alerting
  • Content Curation Digest: Aggregate industry content from multiple sources

These examples show how to combine data sources and handle more complex patterns without requiring advanced AI capabilities.

Patterns & Best Practices #

Learn the fundamental patterns and techniques for building effective playbooks:

  • Common playbook patterns (Reporter, Monitor, Collector)
  • Best practices for output formatting and edge case handling
  • Tips for creating your own automation workflows

What Makes a Great Playbook? #

The best playbooks share these characteristics:

Focused Purpose #

Each playbook solves one specific problem well:

  • Daily customer call insights (not comprehensive CRM management)
  • Weekly GitHub activity (not complex velocity analysis)
  • Support ticket monitoring (not advanced analytics)

Simple Data Sources #

Use tools and information you already have:

  • Google Drive for documents and recordings
  • GitHub for development activity
  • Linear/Jira for project management
  • Slack for communication
  • News sites and RSS feeds for content

Clear Output Templates #

Define exact formats with emoji, structured headings, and scannable bullet points:

📞 Customer calls - [date]

**Key themes:**
• [2-3 bullet points of patterns across calls]

**Action items:**  
• [specific follow-ups with owner and date]

Edge Case Handling #

Consider what happens when things don’t go as expected:

  • “If no data found, skip the update”
  • “On Monday, look back at Friday’s data”
  • “Pick alternatives if sites aren’t accessible”

Appropriate Timing #

Be specific about when and where results go:

  • Weekday schedules vs. weekends
  • Before meetings vs. end of day
  • Team channels vs. direct messages

Getting Started #

  1. Start Simple: Pick a manual task you do repeatedly
  2. Choose Your Data: Identify where the information lives
  3. Plan Your Output: Decide who needs it and in what format
  4. Handle Edge Cases: Think about what could go wrong
  5. Iterate: Refine based on real-world usage

Ready to build your first playbook? Check out our Quick Start Examples or jump straight into the Getting Started guide.