Playbooks Guide

Playbooks are reusable prompts you can run in one click from chat.

Anatomy of a strong playbook

• Objective: what outcome you want
• Inputs: symbols, universe, timeframe, constraints
• Process: ordered steps and checks
• Output format: decision memo, checklist, or table

Best practices

• One workflow per playbook
• Use clear thresholds and risk limits
• Keep output format explicit

Use copy-paste templates on Playbook Examples.