What are Playbooks and how do they work?

Quick Answer

Playbooks in Jylo (formerly called Products) are reusable workflow templates that define how AI analyses your documents. They contain prompts for the AI to action and conditional logic that creates dynamic workflows. You can access Playbooks through the Marketplace to streamline your document analysis.

Detailed Explanation

Playbooks are at the heart of Jylos document analysis capabilities. Here's what you need to know:

1. What Playbooks Do Playbooks act as expert-designed templates that guide AI models through document analysis. They help extract specific information, categorise content, and generate insights based on predefined questions and logic.
2. Key Components of Playbooks
   • Prompts and Sub-prompts: Questions that extract specific information from documents. Both have identical functionalities—the only difference is their position in the prompt tree. Sub-prompts appear beneath parents, creating a visual hierarchy.
   • Conditional Logic: Rules that trigger specific analyses based on document content. While a parent filter cannot be conditioned on its own sub-filter's output, conditions can otherwise be applied multi-directionally across any prompts regardless of hierarchy.
   • Answer Types: Different response formats (Yes/No, List of values, Range of values, Text, Generative)
3. Using Playbooks in Flows When you create a Flow, you'll select a Playbook to apply to your documents. The Playbook determines what questions the AI will answer and how the results will be presented and verified.
4. Finding Playbooks Access Playbooks through the Marketplace section in the left sidebar. Here you can browse available Playbooks and import new ones.

Common Questions

How are Playbooks different from Products in Jylo 1.0?

Playbooks in Jylo offer significantly enhanced capabilities compared to Products in Jylo 1.0, including the new hash-linking system for connecting analysis steps and powerful conditional logic for dynamic workflows. The hierarchical filter structure also allows for more sophisticated analysis chains.

Can I modify existing Playbooks?

Yes, but only if you have "Builder" permission for that Playbook. With Builder access, you can edit prompts and conditions. If you only have "Consumer" permission, you can use the Playbook but not modify it.

What is hash-linking in Playbooks?

Hash-linking is a powerful new feature in Jylo that allows you to connect analysis steps using the # symbol to reference outputs from other prompts. This enables sophisticated multi-stage analysis chains where findings from one step inform another.

If You're Still Stuck...

If you're having trouble understanding or using Playbooks, try these steps:

1. Browse the Marketplace for example Playbooks to see how they're structured
2. Start with a simple Playbook that has just a few prompts
3. Experiment with different filter types to see how they work in practice
4. Try improving your prompts in Assistant

Still need help? Contact us via Zendesk.

Related Articles

• How to create a Playbook for effective Flows
• Getting started with Flows in Jylo
• Understanding filter types and their applications
• Exporting and sharing Flow results