Browse Playbooks
A Playbook is a set of reusable instructions the Agent follows. Pick one from the library or write your own once, and anyone on your team can run the same process with a single command: the weekly marketing report, the competitor teardown, the brand voice check. Playbooks can also run on a schedule, so the report is waiting for you on Monday morning.
Browse the library
Playbooks isn't in the side menu. Open the library from Home → Playbooks → View all, or from + → Playbooks in the composer. The library shows every Playbook as a card with its category, a New or Updated label when something changed, and an on/off switch. Only switched-on Playbooks appear in your / menu, so your team curates a working set rather than scrolling everything.
Filter by category (Strategy, Social Media, Sales Operations, Email, Research and more), by status, or by source: MorningAI's maintained catalog of 100+ Playbooks, Team for ones shared by teammates, and Yours.
Every Playbook has its own page with a Use in chat button that opens Agents with that Playbook attached, and a Try it section with example prompts. Click one and the prompt lands in the composer, ready to run. At the bottom, Related playbooks lists the steps that come before or after this one and Playbooks that cover similar work, so you can see what to run next.
Run a Playbook
There are three ways in:
- Type / in the composer and pick a Playbook by name.
- Click + in the composer, then Playbooks.
- Click Use in chat on a Playbook page, or Start playbook on a card on Home.
Playbooks carry their own instructions, so you often don't need to type a question at all. Attach the Playbook, add any context it asks for, and send.
How a run works
Playbooks run as multi-step procedures. If the Playbook tells the Agent to stop and check something with you, it asks the question in chat and waits. When you reply, it continues from that point instead of starting over. An attached Playbook stays with the conversation, so follow-up questions keep using it. Long Playbooks are used in full, including instructions near the end.
Schedule a Playbook
Any Playbook, including MorningAI-built ones, can run on its own:
- Open the Playbook and choose Schedule, or open the Scheduled page from the library.
- Pick daily, weekly or monthly, the time and your time zone.
- Provide the information the Playbook needs before it runs, and pick the model for this schedule.
- Save. Upcoming and completed runs appear on the Calendar, and you can open any run in Agents to see what happened and continue the work.
The Weekly Marketing Report is the common first schedule: it pulls last week's numbers from your social channels, Google Analytics, Search Console and Klaviyo and builds the review as an Excel workbook, a Word report, or an HTML or PDF version with the charts built in.
Create your own
Click New playbook and pick how to start:
- Describe it. Type the goal and MorningAI writes a draft for you to edit.
- Upload a file. Bring a .md or .txt you already keep.
- Start blank. Write the instructions yourself.
Then give it a name, a category and a description, and set two controls: Where should this work, this brand only or all your brands, and Who can see it, only you, specific people, or everyone on the team.
Only the owner edits the original. Teammates who receive a shared Playbook can duplicate it to make their own editable copy, so the canonical version stays stable.
Playbooks worth switching on first
- Weekly Marketing Report. Scheduled every Monday, with the output format you prefer.
- Social Performance Review. Keep, change and stop calls for the month, with next month's tests written.
- Competitive Battlecard or Competitor Strategy Decoder. A structured read on any challenger brand, filled in by web research.
- Brand Review. Score a draft against your brand before it ships.
The full catalog, with what each Playbook delivers, is on the Playbooks page in MorningAI.
Frequently Asked Questions
Do Playbooks work across brands?
Yes, per Playbook. Scope it to one brand or all your brands with the Where should this work setting.
Can a Playbook produce files, not just text?
Yes. The instructions shape everything the Agent makes in that turn, including documents, spreadsheets and images.
Can I schedule a MorningAI-built Playbook?
Yes. Scheduling works for MorningAI-built and custom Playbooks alike.
What happens if a teammate edits a Playbook I shared?
They can't edit yours. They duplicate it and edit their copy.
Next Steps
Switch on two or three Playbooks that match your week, schedule the Weekly Marketing Report, then create one of your own with Describe it. Questions about runs and schedules are in Playbooks: Common Questions.