Playbook Prompting Tutorial Playbook Prompting Tutorial

Playbook Prompting Tutorial

Aaron Kirk Aaron Kirk

Master building Playbooks with this video demo. Playbooks are the engine behind Jylo's document analysis — and knowing how to configure prompts, conditions, and references is key to building powerful, reusable workflows.

What You'll Gain:

  • How to create a new Playbook and configure its metadata
  • Understanding the different prompt types: Yes/No, List of Values, Range of Values, Date, Text Output, and Generative Output
  • How to use filtering prompts to narrow your document set
  • How to set up conditional logic to trigger prompts based on previous responses
  • How to use hash-referencing to pass context between prompts
  • How to attach source documents using the @ symbol

What This Demo Covers: This demo walks you through the process of building a Playbook from scratch, covering each prompt type and when to use it, how to create sub-prompts with conditional logic that adapts analysis based on document content, how to reference previous prompt responses using the # symbol, and how to attach source documents for additional context. 

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