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Use a playbook in a chat

Learn how to use a playbook so the AI assistant follows proven instructions for a recurring task.

Written by Yuliya Chakhovich

A playbook is a saved set of instructions, so the AI Assistant follows proven steps for a recurring task. In Playbooks, you find your own playbooks, the ones colleagues shared with you, and Loctax playbooks, built by experts and available to every organization.

Steps

  1. Open Playbooks and select View instructions to see what a playbook asks the assistant to do.

  2. Select Use in chat. The playbook is attached to your message.

  3. Add the facts, for example: Dividends paid in 2026 by a Belgian company to its Dutch parent, which holds all its shares.

  4. Send the message. The assistant follows the playbook and returns its answer with sources.

In any chat, you can also select Playbook in the message box and pick one from the list.

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