Steps
Open Playbooks and select New playbook.
Give it a clear title and a description, so colleagues know when to use it.
Write the instructions the assistant should follow.
Select Create playbook. It now appears under Mine, ready for any chat.
To share it, select Share and add colleagues or a role, as viewers or editors, so the whole team asks the same well-tuned question.
Example instructions
A playbook that turns any tax news item into an action plan: Summarize the change in three bullets. List which of our entities are affected. Explain the impact and the date it takes effect. Propose next steps, each with an owner and a deadline. Cite your sources.
Reuse a prompt from a chat
Wrote a great prompt in a chat already? Below your message, select Save as playbook to reuse it.