See Playbooks in action with this quick video demo. Playbooks are reusable workflow templates that define how AI analyses your documents — and this walkthrough shows you the full journey from browsing a Playbook through to exporting your results.
What You'll Gain:
- How to navigate to a Playbook and review its prompts and assembly template
- How to launch a Playbook in a Flow against your documents
- How to verify AI responses using the Flow interface
- How to export your results to a Word document
- Understanding the difference between Builder and Consumer access
What This Demo Covers: This demo walks you through the end-to-end process of using a Playbook, from reviewing the prompts and assembly configuration in the Marketplace, through to launching a Flow, verifying the AI-generated outputs, and exporting your final results. Note that Builder permissions are required to view and edit the internal configuration of a Playbook, whilst users with Consumer access can deploy Playbooks in Flows without needing to see the underlying prompts. This is essential viewing for anyone looking to run document analysis using Playbooks.
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