Playbooks

Playbooks: Common Questions

Running, scheduling and sharing Playbooks: what happens when a Playbook pauses, where runs show up, and why a Playbook is missing from the / menu.

Browse Playbooks

Short answers about running, scheduling and writing Playbooks. The full guide is How to Create and Use Playbooks.

Do I need to type a question when I attach a Playbook?

Usually not. Playbooks carry their own instructions. Attach it, add any context it asks for, and send.

The Playbook stopped and asked me something.

That is how multi-step Playbooks work. Answer in the chat and it continues from that point.

Does the Playbook stay attached for follow-ups?

Yes. An attached Playbook stays with the conversation, so later questions in the same thread keep using it.

Can I schedule a MorningAI-built Playbook?

Yes. Scheduling works for MorningAI-built and custom Playbooks alike: daily, weekly or monthly, in your time zone, with a model chosen per schedule.

Where do scheduled runs show up?

Upcoming and completed runs appear on the Calendar. Open a run to see what happened in Agents and continue the work from there.

My Playbook needs information before it runs. Where do I give it?

When you set up the schedule, you provide the information the Playbook needs before each run.

Why don't I see a Playbook in the / menu?

Only switched-on Playbooks appear there. Open the library and turn it on.

Why does the website say a Playbook delivers something different from the app?

The library in the app is the source of truth. Open the Playbook's page there for what it does today and the example prompts.

Can I use a Playbook across all my brands?

Yes, if it is scoped to all brands with the Where should this work setting. MorningAI-built Playbooks work everywhere.

Where do I see what a Playbook produced?

In Files, under the conversation that ran it, and on the file card in the chat. Scheduled runs are listed on the Calendar.

Where is the Playbooks library?

Playbooks isn't in the side menu. Open it from Home → Playbooks → View all, from + → Playbooks in the composer, or type / to pick one by name.

What should I run after this Playbook?

Scroll to Related playbooks at the bottom of its page. It lists the steps that come before or after it and Playbooks that cover similar work.

Why can't I switch a Playbook on?

Turning library Playbooks on or off for a brand needs the MorningAI playbooks permission on your brand role. Your own Playbooks need nothing. See Team Access Control.

Customer Success Team
Customer Success Team

Writers

The MorningAI Customer Success team is here to help you win. Whether you're stuck, scaling, or just getting started, we move fast, solve problems, and make sure nothing slows you down.

Was this article helpful?

See it live on your brand

Docs are a start — book a demo and we'll show you MorningAI running on your own products.

Related Articles