A playbook is a set of reusable instructions the agent follows. Write (or pick) one once, and anyone on your team can run the same process with a single slash command: the weekly recap, the competitor teardown, the brand voice check.
Playbooks turn one person's best process into the whole team's default. Instead of everyone prompting differently and getting different results, the process is named, saved, shared, and consistent.
Browse the Playbook Library
Open Playbooks from the navigation to see the library as cards. You can search, filter by source - MorningAI (a maintained catalog of ready-made playbooks), Team (shared by teammates), and Yours - and filter by nine categories: Blog, Strategy, Social Media, Public Relations, Advertising, Sales Enablers, Research, Email, and Organic Search.
Every card has an on/off switch - only switched-on playbooks appear in your slash menu, so your team curates a working set rather than scrolling everything.
Create a Playbook: Three Doors
Click New playbook and pick how you want to start:
- Describe it "Say what it should do in a sentence — we'll write the instructions." Type the goal, click Write it for me, and a draft playbook is written for you to edit.
- Upload a file — "Bring a .md or .txt you already have." Great for prompts your team already keeps in a doc.
- Start blank — "Write the instructions yourself."
The form then asks for a name, a category, a description ("What it does and when to use it"), and the instructions themselves — plus two controls that matter:
- Where should this work? — this brand only, or all your brands. A process like "weekly recap" can follow you across every brand you manage.
- Who can see it — Only me, Specific people (by email), or Everyone on the team.
Sharing and Ownership
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 while variations are cheap.
Run a Playbook
- Type
/in the composer - on Chat or Home - and pick from your enabled playbooks. - Or use the + menu → Playbooks.
- Or click Run in chat on a playbook card on Home — the Home playbooks section shows up to four enabled cards for quick access.
A playbook applies to that message — including any files or images the agent generates in that turn. It's per-message by design: if you want the same instructions later in the conversation, include the playbook again. That keeps each run explicit; a playbook never silently steers a whole thread.
What Playbooks Don't Do (Yet)
- No scheduling. Playbooks run when a person runs them. For content that runs autonomously on a cadence, that's Done For You — a separate engine.
Playbooks Your Team Will Actually Reuse
Weekly performance recap. "Summarize weekly traffic, top pages, and top search queries; flag anything unusual; end with three actions." With analytics connected, the data arrives live every time someone runs it.
Competitive teardown. A structured framework you run against any challenger brand — the agent's web research fills it in.
Brand voice check. Evaluate whether a draft sounds like your brand before it ships — attach the draft, run the playbook.
Creative audit. Score a campaign's brand alignment, visual consistency, and messaging clarity — applied to any attached creative in seconds.
Pro Tips
- Name playbooks by task — "Competitor Teardown" beats "Analyze competition in detail." The name is what teammates see in the slash menu.
- Specify the output format in the instructions. You can have the outputs be text, images, HTML, Slides, Docs and Spreadsheets.
- Switch on only what you use. The slash menu shows enabled playbooks, so a curated set keeps it fast.
Frequently Asked Questions
Do playbooks work across brands? Yes. You can set this per playbook: scope it to one brand or to all your brands with the "Where should this work?" setting.
Can a playbook produce files, not just text? Yes - the playbook's instructions shape everything the agent makes in that turn, including generated documents and images.
What happens if a teammate edits a playbook I shared? They can't edit yours - they duplicate it and edit their copy. Your original stays intact.
Next Steps
Browse the MorningAI catalog and switch on two or three playbooks that match your week, then create one of your own with Describe it. For a worked example, see the weekly recap recipe in the use-case gallery.