Playbooks are saved AI instruction sets that live inside MorningAI. Instead of typing out the same set of instructions every time you want to run a competitive teardown, a brand audit, or a weekly review, you write the instructions once — give them a name — and run them on demand with a single slash command.
What Playbooks Are
A Playbook is a named set of instructions that tells the AI agent what to do and how to approach a task. Think of it as a saved prompt template, but with full formatting support and context-awareness for the active brand.
Playbooks are stored per brand. When you switch brands in MorningAI, the Playbooks panel automatically loads the saved playbooks for that brand — so you always have the right workflows available without manual setup.
Creating a Playbook
- Open the Playbooks section from the left navigation.
- Click New Playbook.
- Give your playbook a clear, descriptive title (e.g. “Weekly Competitive Teardown” or “Brand Voice Audit”).
- Write your instructions in the editor. Be specific — the more context you provide, the more consistent the results. You can include:
- The task objective
- The format you want the output in
- Any specific data sources or inputs to reference
- Instructions on tone, length, or structure
- Click Save.
Your playbook is now saved to the active brand and available for immediate use.
Running a Playbook
In the AI agent, type / to open the slash-command menu. Your saved playbooks appear as selectable options. Click the playbook you want to run, and the instructions are applied to the current conversation instantly.
You can run any playbook against any context — attach products, reference images, or uploaded documents alongside the playbook instructions to give the AI the inputs it needs.
Editing and Updating Playbooks
To update a playbook, return to the Playbooks directory, click the playbook you want to edit, make your changes in the editor, and save. The updated version is available immediately via the slash-command menu.
Managing Playbooks Across Brands
Each brand has its own Playbooks library. Playbooks do not automatically copy from one brand to another — if you want the same workflow available for multiple brands, create the playbook separately for each brand.
When you switch the active brand, the slash-command menu updates automatically to show only the playbooks for the current brand.
Use Cases
Competitive intelligence. Write a structured competitor teardown framework once and run it on any challenger brand without rebuilding the prompt.
Creative audits. A saved instruction set that evaluates a campaign’s brand alignment, visual consistency, and messaging clarity — applied to any piece of creative in seconds.
Weekly performance reviews. A templated review that walks through the week’s top content, engagement patterns, and recommended adjustments.
Brand voice checks. An instruction set that evaluates whether a piece of copy sounds like your brand — useful for reviewing drafts before publishing.
Pro Tips
- Name playbooks by task, not description. “Competitor Teardown” is better than “Analyze competition in detail.”
- Keep instructions concrete. Specify what you want in the output format, not just what you want analyzed.
- Use placeholders. Write playbooks that expect inputs like
[BRAND NAME]or[PRODUCT]so you can fill them in at run time for flexibility.
Open Playbooks →