Getting Started with Playbooks

A Guide for Jylo Users

What Are Playbooks?

Playbooks are reusable workflow templates that define how AI analysis is applied to documents within Jylo. They contain specific prompts and logic that determine what information to extract, how to process it, and how to present the results.

Benefits of Using Playbooks        

• Consistency: Apply the same analytical approach across all documents
• Efficiency: Save time by reusing established analysis workflows
• Customisation: Configure complex analyses with conditional logic
• Quality Control: Build verification directly into the workflow
• Collaboration: Share expertise through standardised processes

Working with Playbooks

Playbooks, Flows and Assemblies

It's important to understand how Playbooks fit into the Jylo workflow:

• Playbooks define the analysis pattern (what questions to ask, what logic to apply)
• Flows are where you apply these Playbooks to documents and carry out your human review of the AI process
• Assemblies are how you bring together the AI output and use them outside of Jylo

You'll select which Playbook to use when you create a new Flow within a Project. This is when you'll decide which analytical approach is right for your specific documents.

The Playbook Marketplace

The Marketplace serves as a central repository where you can browse, access, and (with appropriate permissions) manage Playbooks.

To access the Marketplace:

• Navigate to Marketplace in the left sidebar
• Select Playbooks from the submenu

Each Playbook appears as a card displaying basic information. Clicking on a card shows you the overview with prompt labels and descriptions.

Playbook Access Control

Playbooks have specific access controls that determine who can use and modify them:

• Builder permission: Enables a user to clone, edit and modify the Playbook after publication
• Consumer permission: Makes the Playbook visible to users who can deploy it in Flows

Your access to specific Playbooks depends on the permissions assigned to you by the Playbook creator.

Creating Playbooks

You can create custom Playbooks from the Marketplace by following these steps:

1. Access the Marketplace
   Navigate to Marketplace > Playbooks and click the blue plus button in the top-right corner
2. Metadata
   Enter the Playbook Name and Description
3. Prompts
   Set the Label, Description, Question, Answer Type, and Model
   Upload test and source documents using the right panel
4. Assembly
   Use flow assembly to consolidate results from across the dataset
   Use document assembly to create a report for individual documents
5. Testing
   Create a test Flow with the blue plus button
6. Access Control
   Assign Builder or Consumer permissions to specific users
7. Summary
   Review your Playbook overview

Next Steps

Maybe now you you’d like to have a shot at building your own Playbook. For full guides on Playbook building visit our Playbook Prompting and Assembly Building guides.

Jylo | Getting Started with Playbooks Guide | Version 2.0
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