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utilities

playbook-runner

Create and execute vault Playbooks.

Create new Playbooks or execute existing ones. Three modes: build interviews the user about a process and generates an SOP, a Playbook, or both; create builds a new playbook recipe file with sequence diagram; run loads a playbook, creates a tracking TaskNote, and executes steps in sequence.

Difficulty
beginner
Input
conversation
Output
document
Needs
none
Used by
Operations Manager

What it needs

  • source (Build Playbook) — Process name or description to document
  • source (Create Playbook) — Playbook specification or process steps
  • source (Run Playbook) — Playbook name or path to execute

What you get

  • playbook (markdown)
  • playbook-deliverables (markdown)
  • tracking-tasknote (markdown)

Ask it like this

  • I have a client onboarding process I want to document — help me build a playbook from it
  • Create a playbook that chains prospect-audit, then sales-pipeline-report, then proposal generation
  • Run the quarterly-review playbook for client Bobbolt
  • Resume the marketing-launch playbook — I think it was waiting on my approval at step 4