Playbook best practices and examples


Who can use this feature

  • Playbooks are available to all WRITER customers

What's in this article:


What are playbooks?

Playbooks are reusable plans that automate your most common and complex tasks in WRITER Agent. Instead of retyping detailed instructions every time, you can create a playbook once and trigger it whenever you need it. This is perfect for tasks like generating weekly reports, analyzing campaign performance, creating marketing assets, or conducting competitive research.


With playbooks, you can:

  • Save time on recurring tasks by eliminating repetitive typing
  • Ensure consistency across your team's outputs
  • Scale best practices by sharing proven workflows
  • Automate complex processes that require multiple steps

Learn more about creating and using playbooks with WRITER Agent here.


Using variables in playbooks

Variables are placeholders in your playbooks that let you customize each run without rewriting the entire prompt. They're wrapped in double curly braces, like {{company_name}}    or {{target_audience}}   .


Why use variables?

Variables make your playbooks flexible and reusable. Instead of creating separate playbooks for similar tasks, you can create one playbook with variables that adapt to different inputs each time you run it.


Benefits of using variables:

  • Flexibility: Adapt one playbook to many scenarios
  • Efficiency: Update key details without rewriting instructions
  • Scalability: Share playbooks across teams who can customize inputs
  • Consistency: Maintain the same workflow while changing only specific details

When to use variables

Use variables whenever you have information that changes between playbook runs:


Common use cases:

  • Company or client names: {{company_name}}   , {{client_name}}   
  • Date ranges: {{quarter}}   , {{month}}   , {{fiscal_year}}   
  • Target audiences: {{target_audience}}   , {{persona}}   
  • File references: {{webinar_transcript}}   , {{sales_data}}   , {{style_guide}}   
  • Specific topics: {{topic}}   , {{product_name}}   , {{campaign_name}}   
  • Custom parameters: {{competitors}}   , {{market_segment}}   , {{key_metrics}}   

How to use variables

Creating variables in your playbook:


  1. When writing your playbook instructions, identify information that will change each time
  2. Replace that information with a descriptive variable name wrapped in double curly braces
  3. Use clear, descriptive names that make it obvious what information is needed

Example:


Instead of writing:

Analyze the Q3 2024 sales data for Widget Corp and create a report for the executive team.

Write:

Analyze the {{time_period}} sales data for {{company_name}} and create a report for the {{target_audience}}.

Using variables when running a playbook:


When you run a playbook with variables, WRITER Agent will prompt you to fill in each variable before execution begins. Simply replace each variable placeholder with the appropriate information for that run.


Best practices:

  • Use descriptive variable names (e.g., {{style_guide}}    instead of {{file1}}   )
  • Group related variables together in your instructions
  • Include variable examples in comments to guide users
  • Keep variable names consistent across multiple playbooks


Using connectors in playbooks

Connectors integrate WRITER Agent with other tools in your tech stack, enabling your playbooks to read from, write to, and take actions across the systems where your work happens.


Why use connectors?

Connectors eliminate manual data transfer and enable true end-to-end automation. They allow WRITER Agent to:

  • Pull data from business systems automatically
  • Update records in real-time across platforms
  • Coordinate workflows across multiple tools
  • Maintain context from your existing systems

Benefits of using connectors:

  • Reduce manual copying and pasting between systems
  • Keep data synchronized across platforms
  • Trigger actions in external tools without leaving WRITER
  • Access real-time data for more accurate outputs

Available connectors

WRITER Agent supports connectors for popular business tools, including:


Collaboration & Communication:

  • Slack
  • Microsoft Teams
  • Google Workspace (Docs, Sheets, Drive)
  • Microsoft SharePoint

CRM & Sales:

  • Salesforce
  • HubSpot

Project Management:

  • Asana
  • Jira

Data & Analytics:

  • Snowflake
  • Databricks
  • FactSet
  • Pitchbook

To see all available connectors and manage your connections, select the + icon from the WRITER Agent input field, or navigate to Manage WRITER Agent > Connectors from the settings menu.


How to add connectors to playbooks

Step 1: Enable the connector


Before using a connector in a playbook, you need to connect it:


  1. Navigate to Manage WRITER Agent > Connectors
  2. Find the connector you want to use
  3. Select the three-dot menu and choose View details
  4. Review the permissions (Read, Write, Delete capabilities)
  5. Select Connect and complete the authentication process

Step 2: Add connectors to your playbook instructions


When writing your playbook, reference the connector's capabilities in your instructions:


Example with Slack:

After completing the analysis, use the Slack connector to create a canvas with the results and share it in the #marketing-insights channel.

Example with HubSpot:

Pull the campaign engagement data from HubSpot for {{campaign_name}}, analyze the results, and update the campaign notes with key findings.

Step 3: Specify connectors when running the playbook


When you run a playbook that uses connectors, WRITER Agent will automatically detect which connectors are needed. You can also manually specify which connectors to use by selecting them from the + menu in the input field.


Best practices:

  • Only enable connectors with the specific permissions you need
  • Test playbooks with connectors in a safe environment first
  • Document which connectors each playbook requires
  • Review connector activity regularly through the audit logs


Example playbooks by topic

Below are production-ready playbook templates organized by use case. Each playbook includes the full instructions and required inputs. Simply copy the instructions into your playbook creator and customize the variables for your needs.


Content Marketing

Webinar Derivative Content

Description: Transform a webinar transcript into a blog post and promotional social media content


Variables needed:

  • {{webinar_transcript}}    - Your webinar transcript file
  • {{style_guide}}    - Brand style guide document
  • {{messaging_guidelines}}    - Messaging guidelines document
  • {{target_audience}}    - Target audience description
  • {{primary_keywords}}    - SEO keywords list
  • {{call_to_action}}    - Desired CTA

Connectors: Google Docs, Slack (optional)


Playbook instructions:

You are a content marketer at WRITER. Your objective is to transform a webinar transcript into a suite of high-quality, on-brand derivative content.

## 1. Define Inputs and Strategy

Your primary inputs for this task are:
* Webinar Transcript: `{{webinar_transcript}}`
* Style Guide: `{{style_guide}}`
* Messaging Guidelines: `{{messaging_guidelines}}`
* Target Audience: `{{target_audience}}`
* Primary Keywords: `{{primary_keywords}}`
* Call to Action (CTA): `{{call_to_action}}`

Your first step is to prepare for content creation:

### Analyze Brand Guidelines
Execute a `read_file` command on the `{{messaging_guidelines}}` file. Internalize the rules for tone of voice, style, formatting, and any "do's and don'ts" to ensure all generated content is on-brand and aligns with WRITER's brand identity. Pay close attention to specific examples provided for tone and style within the `{{style_guide}}` and `{{messaging_guidelines}}`.

### Analyze Webinar Transcript
Carefully read the `{{webinar_transcript}}` to identify the 3-5 core themes discussed, the most compelling quotes or data points presented, and the key actionable advice provided. Extract these elements for use in the derivative content. Prioritize themes, quotes, and data points that are most relevant to the `{{target_audience}}`.

## 2. Generate Derivative Content

Based on your analysis, create the following four pieces of content, strictly adhering to the tone and style outlined in the `{{style_guide}}` and messaging outlined in `{{messaging_guidelines}}`.

### Blog Post (800-1200 words)
Write a comprehensive blog post that expands on the core themes identified from the webinar transcript.

* **SEO Optimization:** Naturally incorporate the `{{primary_keywords}}` throughout the content to optimize for search engines. Ensure keyword density feels organic and readable.

* **Structure:**
  * Compelling Title (H1)
  * Engaging Introduction that hooks the `{{target_audience}}`
  * Clear subheadings (H2, H3) for each core theme, with supporting points and examples
  * Concluding summary that reiterates key takeaways

* **Content Integration:** Weave in the compelling quotes and data points identified from the `{{webinar_transcript}}` to add authority and voice. Integrate them smoothly into the narrative.

* **Call to Action:** End the blog post with the provided `{{call_to_action}}`.

### LinkedIn Promotional Post
Craft a professional post to promote the newly created blog article to the `{{target_audience}}` on LinkedIn.

* **Hook:** Start with a strong hook, such as a thought-provoking question, a surprising statistic, or a direct benefit statement from the webinar.

* **Value Proposition:** Summarize the key value and benefits of reading the blog post, highlighting what the audience will learn and how it addresses their pain points.

* **Hashtags:** Include 3-5 relevant industry and topic-specific hashtags.

* **Link:** Include a placeholder for the blog link: `[Link to Blog Post]`

### X (formerly Twitter) Promotional Thread (3 Tweets)
Create a three-tweet thread to promote the blog post on X, designed to maximize engagement.

* **Tweet 1:** Write a powerful opening tweet with a strong hook to grab attention. Announce the new blog post and include the `[Link to Blog Post]`. Use an emoji if appropriate for the brand guidelines.

* **Tweet 2:** Pull out the single most impactful quote or data point from the webinar to create intrigue and encourage clicks. Frame it as a teaser.

* **Tweet 3:** Summarize a key takeaway from the blog post and pose a question to the audience to encourage engagement. Conclude with the `[Link to Blog Post]` again.

* **Hashtags:** Include 2-3 relevant hashtags across the thread, ensuring they are trending or highly relevant.

## 3. Deliver Final Output

Compile all generated content into a well-organized markdown file. Ensure each piece is clearly labeled and ready for review and publication.


Competitive Content Gap Analysis

Description: Identify strategic content opportunities through competitive gap analysis across blogs and social channels


Variables needed:

  • {{audience}}    - Your target audience description
  • {{competitors}}    - List of competitor companies

Connectors: Google Docs, Slack


Playbook instructions:

You are a B2B Enterprise AI Content Strategist at WRITER. Your objective is to perform a competitive content gap analysis to inform our content strategy for {{audience}}.

## 1. Define Scope

Your primary competitors for this analysis are: {{competitors}}.

## 2. Competitor Content Audit

For each competitor in your list, perform the following comprehensive content audit:

### Blog Content
* Perform a web_search to find the URL of their primary blog or resources section
* Execute a scrape_webpage command to extract and analyze the content from their main blog landing page, identifying the top 5-7 recurring content themes

### Social Media Content (LinkedIn and X)
* Perform web_search queries to find the official LinkedIn page and X (formerly Twitter) account for the competitor
* Analyze their posts from the last 30-60 days on both platforms to identify key messaging themes, popular content formats (e.g., videos, customer stories, polls), and their overall social media strategy

## 3. WRITER Content Audit

* Execute a scrape_webpage command on writer.com/blog and writer.com/engineering
* Analyze the scraped content to identify the top 5-7 primary content themes WRITER is currently focused on

## 4. Perform Gap Analysis

Compare the combined themes from the competitor audit (blog and social media) against the themes from WRITER's audit. Identify and create a specific list of strategic "Content Gaps" relevant to {{audience}}.

## 5. Generate Strategic Recommendations

Based on your gap analysis, generate a prioritized list of 5 new content recommendations for WRITER targeting {{audience}}. For each recommendation, provide:
* A compelling title or headline
* Strategic value explanation
* Recommended channel

## 6. Create and Deliver the Report in a Slack Canvas

First, synthesize all your findings into a single, comprehensive report formatted in Markdown.

Next, use the SLACK_MCP__SLACK_CREATE_CANVAS tool to create a new canvas:
* Set the title to: "Competitive Content Gap Analysis and Strategy Recommendations"
* Use the full Markdown report as the content
* Present the link to the final Slack Canvas to the user

**Formatting notes:** Don't use '&' -- write out 'and'.


Performance Marketing

Campaign Insights Analysis

Description: Analyze campaign performance to uncover engagement trends and translate findings into a targeted email nurture campaign


Variables needed:

  • {{month_of_campaigns}}    - Month to analyze (e.g., "October 2024")
  • {{style_guide}}    - Style guide document
  • {{latest_product_messaging_theme}}    - Current product messaging focus
  • {{Sender_Name}}    - Email sender name

Connectors: HubSpot, Asana, Microsoft SharePoint (optional)


Playbook instructions:

You are a product marketer tasked with generating campaign insights deliverables based on synthetic data.

### Objective
Generate synthetic HubSpot engagement data, analyze it, summarize engagement trends across three theoretical HubSpot campaigns in `{{month_of_campaigns}}`, and provide recommendations in a presentation for a leadership team. The presentation should adhere to `{{style_guide}}`. Additionally, draft a 3-email nurture sequence for re-engagement targeting the most important segment, incorporating the latest product messaging.

---

## Part 1: Synthetic Data Generation and Analysis

### 1. Generate Synthetic HubSpot Engagement Data

Create synthetic engagement data for three distinct, theoretical HubSpot campaigns for the month of `{{month_of_campaigns}}`.

**Campaign Examples:** "Q3 Product Launch Campaign," "Lead Nurturing Series - Feature A," "Webinar Promotion - Topic B." You may use these or create similar, distinct campaign names.

**Data Metrics to Include:**
* Emails sent
* Email open rate (%)
* Email click-through rate (CTR) (%)
* Website visits from campaign links
* Form submissions from campaign links
* Conversions (e.g., demo requests, content downloads)
* Unsubscribe rates (%)
* Bounce rates (%)

**Segment Data:** Ensure the data includes engagement metrics broken down by at least three distinct segments (e.g., "New Leads," "Existing Customers," "Stalled Opportunities").

**Trends and Differences:** The synthetic data must exhibit discernible trends and differences in performance across the three campaigns and within different segments. For example, one campaign might perform exceptionally well with "New Leads" but poorly with "Stalled Opportunities."

**Identify Most Important Segment:** Based on the generated synthetic data, clearly identify and justify one "most important segment" that requires re-engagement efforts. This segment should show potential for improvement or a significant opportunity if re-engaged.

### 2. Analyze Engagement Trends

Analyze the generated synthetic data to identify and articulate key engagement trends, successes, and areas for improvement across the three campaigns.

**Focus Areas:**
* Compare performance metrics (e.g., which campaign had the highest CTR, lowest unsubscribe rate)
* Identify high-performing content or channels within the campaigns
* Pinpoint segments with varying engagement levels and explain why their engagement might differ

The analysis should be detailed enough to support the findings and recommendations in the leadership report.

---

## Part 2: Presentation Deck for Leadership Team

Create a presentation deck that includes findings and recommendations. Adhere to the `{{style_guide}}`.

### Format
Each slide should be clearly delineated with a title and bullet points for content.

### Required Sections (Slides)

**Slide 1: Executive Summary**
* High-level overview of the most critical campaign findings
* Summarize the main recommendations
* Highlight the overall performance and key takeaways at a glance

**Slide 2: Campaign Overview**
* Briefly introduce the three theoretical campaigns, including their names and primary objectives
* Provide context for the analysis period (e.g., "Analysis of `{{month_of_campaigns}}` Campaign Performance")

**Slide 3: Key Engagement Trends**
* Detail the significant trends observed across all campaigns from the synthetic data
* Highlight overarching successes and areas needing attention
* Use specific data points (e.g., percentages, numbers) from the synthetic data to support claims
* Include visuals and charts where possible

**Slides 4-6: Campaign Performance Breakdown**
For each of the three campaigns, create a slide with:
* Summary of key performance metrics
* Highlight strengths and weaknesses
* Use data from the synthetic data to support findings

**Slide 7: Segment Performance Insights**
* Discuss how different segments engaged with the campaigns
* Provide specific examples of segment-specific performance
* Explain the implications of these segment differences
* Include visuals and charts where possible

**Slide 8: Recommendations**
* Provide 3-5 actionable and strategic recommendations for optimizing future campaigns
* Each recommendation should be directly supported by the analysis of the synthetic data
* Focus on improving performance, addressing weaknesses, and leveraging successes

**Slide 9: Next Steps**
* Outline 2-3 immediate, concrete actions to be taken based on the recommendations
* Assign ownership or a timeline where appropriate

---

## Part 3: 3-Email Nurture Sequence

Draft a 3-email nurture sequence targeting the "most important segment" identified in your data analysis.

### Product Messaging
Incorporate the latest product messaging. The latest product messaging focuses on `{{latest_product_messaging_theme}}`. Integrate this theme naturally and persuasively into the emails.

### Email Structure for each email

**Subject Line:** Engaging, relevant, and designed to encourage opens for the re-engagement target

**Sender Name:** `{{Sender_Name}}`

**Body:**
* Personalized greeting (e.g., "Hi `{{First_Name}}`,")
* Clear, concise messaging that directly addresses the re-engagement need for the specific segment
* Highlights value propositions relevant to this segment and incorporates the `{{latest_product_messaging_theme}}`
* Includes a clear and compelling call-to-action (CTA)
* Professional closing

**Call-to-Action (CTA):** Clearly specify the desired action for each email (e.g., "Learn More," "Watch a Demo," "Download Guide," "Schedule a Call"). Ensure the CTA is prominent.

### Sequence Flow
The three emails should build upon each other, creating a logical progression towards the desired re-engagement outcome. Each email should have a distinct purpose within the sequence (e.g., Email 1: Re-introduce value, Email 2: Address specific pain point/showcase feature, Email 3: Offer direct engagement/incentive).

Assume an appropriate delay between emails (e.g., "Sent 3 days after Email 1").


Financial Services

Investment Analysis

Description: Create an investor presentation for a target company, including forward outlook with investment considerations


Variables needed:

  • {{Company_name}}    - Target company name
  • {{style_guide}}    - Presentation style guide (optional)

Connectors: FactSet, Pitchbook, Snowflake, SharePoint


Playbook instructions:

You are an expert financial researcher and analyst tasked with creating an investor-ready presentation deck.

Your primary inputs for this task are:
* Company name: `{{Company_name}}`
* Style guide: `{{style_guide}}`

Your objective is to research `{{Company_name}}` and produce a concise, investor-ready deck that covers its business model, market position, funding history, and a forward outlook with investment considerations.

## Research Requirements

### Business Model
Explain how `{{Company_name}}` generates revenue, its core products/services, and its value proposition.

### Market Position
Analyze its target market, competitive landscape, and its unique selling propositions or competitive advantages.

### Funding History
Detail its past funding rounds, key investors involved, and total capital raised to date.

### Forward Outlook and Investment Considerations
Provide a strategic outlook for the company, including potential growth areas, market trends, and key factors investors should consider.

## Output Requirements

* The output should be a comprehensive, investor-ready presentation deck
* Maintain a concise and professional tone suitable for an investor audience
* Adhere strictly to the attached `{{style_guide}}` for formatting, branding, and visual presentation. Ensure consistency in fonts, colors, and layout as specified

## Deliverables

A complete presentation deck in a format suitable for investor review (e.g., a structured outline that can be easily converted into presentation slides).


Portfolio Monitoring

Description: Track holdings, analyze market and earnings events, and produce daily PM-ready updates with performance drivers, risks, and opportunities


Variables needed:

  • {{style_guidelines}}    - Report style guidelines
  • {{Time_Period_for_Metrics}}    - Period for portfolio metrics (e.g., "last quarter")
  • {{Market_Scan_Time_Period}}    - Market scanning period (e.g., "last 24 hours")
  • {{Report_Format}}    - Desired format (e.g., "morning briefing email" or "PM dashboard")
  • {{Performance_Heatmap_Time_Period}}    - Heatmap period (e.g., "last week")

Connectors: FactSet, Pitchbook, Snowflake, SharePoint, Databricks


Playbook instructions:

You are an autonomous equity portfolio strategist supporting a Fidelity Portfolio Manager (PM) who manages a diversified $3B fundamental active equity fund. Your goal is to provide a comprehensive, PM-ready update on a synthetic portfolio's performance and relevant market events.

Follow style guidelines provided via `{{style_guidelines}}` when generating the report. The report should include polished-looking graphs and visuals. Return the report as a PDF.

## Step 1: Create a Synthetic but Realistic Portfolio

Generate a hypothetical equity portfolio with the following characteristics:

**Holdings:** 25-30 individual stock holdings

**Diversification:** Ensure representation across various sectors (e.g., Technology, Healthcare, Financials, Industrials, Consumer Discretionary) and geographies (e.g., North America, Europe, Asia)

**Weightings:** Assign realistic weightings based on a combination of:
* Market capitalization: Include a mix of large-cap, mid-cap, and small-cap stocks
* Sector allocation: Reflect a diversified allocation typical for a fundamental active equity fund
* Investment style: Incorporate a blend of growth, value, and core investment styles

**Portfolio-Level Metrics:** Calculate and provide the following for the synthetic portfolio over `{{Time_Period_for_Metrics}}`:
* Beta (relative to a relevant benchmark like the S&P 500)
* Alpha (relative to the same benchmark)
* Tracking Error (relative to the same benchmark)
* Top 3-5 Contributors to performance (both positive and negative, including the stock name, sector, and contribution magnitude)

## Step 2: Monitor the Market

Simulate real-time market monitoring and identify key events.

**Scan Market Information:** Review a simulated stream of market information from the last `{{Market_Scan_Time_Period}}`, including:
* Macroeconomic news (e.g., inflation data, interest rate changes, GDP reports)
* Company earnings releases and guidance updates
* Analyst rating changes and price target adjustments
* Industry-specific news and regulatory developments

**Identify Portfolio-Relevant Events:** From the scanned information, pinpoint 3-5 specific events that are highly relevant to the synthetic portfolio. For each event, clearly explain its nature and why it is significant to the portfolio.

Examples include:
* Weak guidance from a significant top holding
* A notable shift in a rate-sensitive factor impacting multiple portfolio components
* A significant policy change related to a key industry (e.g., AI policy shift)
* A major geopolitical event affecting global markets or specific sectors represented in the portfolio

**Flag Positions:** Based on the identified events, highlight specific portfolio positions that are:
* At risk of underperforming due to negative catalysts
* Demonstrating significant upside potential due to positive catalysts

If no positions are significantly at risk or demonstrating significant upside, state this clearly.

## Step 3: Generate a PM-Ready Update

Compile all findings into a structured update suitable for a Portfolio Manager.

**Format:** Present the update as specified by `{{Report_Format}}`.

**Content:**

**Portfolio Summary:** Provide a concise overview of the synthetic portfolio's current status and key metrics calculated in Step 1. This should include a brief statement on overall performance and risk profile.

**Performance Heatmap:** Create a visual or textual "heatmap" summarizing recent performance (over `{{Performance_Heatmap_Time_Period}}`) across holdings, sectors, or investment styles. The heatmap should clearly indicate areas of strong and weak performance.

**Market Commentary:** Offer insightful commentary on the material market drivers identified in Step 2 and their potential impact (both positive and negative) on the portfolio. This section should connect market events directly to portfolio implications.

**Flagged Stocks:** List the specific stocks identified in Step 2 as being at risk or having upside potential. For each flagged stock, include:
* The stock ticker and company name
* A brief, clear explanation of why it was flagged, explicitly linking it to the relevant market event(s)
* Suggested watch items or actionable recommendations for the PM (e.g., "monitor earnings call transcript for {{Company_Name}} on {{Date}}," "consider trimming exposure to {{Company_Name}} due to {{Reason}}," "evaluate for increased allocation to {{Company_Name}} given {{Reason}}")

Recommendations should be specific and actionable.


Macro Research

Description: Generate an investor-grade US macroeconomic outlook with polished charts, written in the style of a Wall Street strategist


Variables needed:

  • {{quarterly_window}}    - Target quarter (e.g., "Q1 2025")
  • {{style_guidelines}}    - Style guide document (optional)
  • {{Additional_Data_Sources}}    - Any additional data sources to include

Connectors: FactSet, Pitchbook, Snowflake, SharePoint


Playbook instructions:

Generate a comprehensive macro outlook report, focusing on the United States economy for the specified quarterly window: `{{quarterly_window}}`.

The report should be written from the perspective of a macro strategist at a reputable financial institution (e.g., Goldman Sachs), demonstrating a deep understanding of economic principles and financial markets.

Follow style guidelines provided via `{{style_guidelines}}` when generating the report. The report should include polished-looking graphs and visuals. Return the report as a PDF.

## Data Gathering and Analysis

Prioritize gathering and analyzing data from the following sources, ensuring the most recent available data is utilized for projections and analysis. If data from a primary source is unavailable, note the alternative source used.

* Factset
* Pitchbook
* FRED (Federal Reserve Economic Data)
* BLS (Bureau of Labor Statistics)
* BEA (Bureau of Economic Analysis)
* SEC EDGAR
* LSEG
* Yahoo Finance (for supplementary or unofficial data points, clearly distinguishing them)
* {{Additional_Data_Sources}}

## Report Structure and Content

### 1. Executive Summary
* Provide a concise, high-level overview of the report's key findings regarding the U.S. economic outlook for `{{quarterly_window}}`
* Summarize the expected economic trajectory, including growth prospects, inflation trends, and labor market health
* Highlight the primary risks and opportunities identified in the report

### 2. Key Economic Indicators Analysis

For each indicator, provide current data, historical context (last 1-3 years), and an analysis of its implications for `{{quarterly_window}}`.

**Monetary Policy:**
* Analyze the current Federal Funds Rate, its expected trajectory based on Fed communications and market expectations, and the Federal Reserve's overall monetary policy stance (e.g., hawkish, dovish, neutral)
* Discuss the anticipated impact of monetary policy on financial markets (equities, bonds, currencies) and broader economic activity (investment, consumption)

**Interest Rates:**
* Examine the 30-year fixed-rate mortgage trend, including current levels, recent changes, and projections for `{{quarterly_window}}`
* Analyze its implications for the housing market, consumer borrowing, and overall consumer spending

**Housing Market:**
* Provide an overview of key U.S. housing statistics (e.g., existing home sales, new home sales, housing starts, median home prices, housing inventory)
* Analyze current trends, demand-supply dynamics, affordability issues, and their projected impact on the broader economy and consumer confidence

**Labor Market:**
* Assess key labor statistics (e.g., unemployment rate, non-farm payrolls, wage growth, labor force participation rate, job openings, quits rate)
* Discuss the current health and tightness of the job market, its implications for inflation, consumer spending, and the Federal Reserve's policy decisions

**Inflation:**
* Analyze both core and headline inflation rates, specifically focusing on the Consumer Price Index (CPI) and Personal Consumption Expenditures (PCE)
* Discuss the primary drivers of inflation (e.g., supply chain issues, demand-side pressures, wage growth, geopolitical factors) and provide an outlook for inflationary pressures in `{{quarterly_window}}`

**Gross Domestic Product (GDP):**
* Provide an in-depth analysis of recent U.S. GDP growth figures and present a forecast for `{{quarterly_window}}`
* Identify and analyze the key contributors to and detractors from economic growth (e.g., consumer spending, business investment, government spending, net exports)

### 3. Economic Forecast

Present a quantitative forecast for the key economic indicators analyzed above for `{{quarterly_window}}`. This should include specific projected ranges or point estimates for GDP growth, inflation rates (CPI, PCE), unemployment rate, and the Federal Funds Rate. Clearly state any assumptions made for these forecasts.

### 4. Risks and Opportunities

**Upside and Downside Risks:** Identify and elaborate on potential macroeconomic risks that could deviate the economy from the central forecast. This should include both downside risks (e.g., geopolitical instability, persistent inflation, credit crunch, policy errors) and upside risks (e.g., faster-than-expected disinflation, robust productivity growth, strong consumer resilience).

**Investment Opportunities:** Discuss emerging investment opportunities or sectors that could perform well under the projected economic conditions for `{{quarterly_window}}`.

### 5. Charts and Visualizations

* Integrate a minimum of one well-designed and clearly labeled chart for each of the key macro indicators mentioned in Section 2 (Federal Funds Rate, 30-year mortgage rates, housing stats, labor stats, inflation, GDP)
* Ensure all charts have appropriate titles, clearly labeled axes (including units), legends if necessary, and a professional aesthetic suitable for a financial report
* Charts should visually support the analysis presented in the text and be placed near the relevant text

## Tone and Style

* Maintain a professional, analytical, and authoritative tone throughout the report, consistent with a leading financial institution
* Use clear, concise language. Avoid unnecessary jargon, or provide clear explanations if technical terms are essential
* The report should demonstrate a balanced perspective, presenting both positive and negative factors impacting the economic outlook

## Output Format

* Present the report in a structured, easy-to-read format using clear headings and subheadings for each section and subsection
* Use bullet points and numbered lists where appropriate for readability
* Ensure logical flow between sections


Sales Operations

Note: Additional sales operations playbooks are currently in development. Common use cases include:


  • Account Meeting Prep: Research and compile comprehensive briefing packages for upcoming client meetings
  • Pipeline Intelligence: Analyze sales pipeline health and identify at-risk deals
  • Account Research: Conduct deep-dive research on target accounts and decision-makers

Check back for updated playbook templates in these areas.



FAQs

General Questions

What's the difference between a playbook and a prompt?


A playbook is a saved, reusable set of instructions that can include variables and connectors, designed for recurring tasks. A prompt is a one-time instruction you give to WRITER Agent. Think of playbooks as templates you can use over and over, while prompts are for unique, one-off requests.


Can I share playbooks with my team?


Currently, playbooks are user-specific and cannot be directly shared. However, you can share the playbook instructions (copy and paste the text) with teammates who can then create their own version of the playbook in their account.


Do I need to use Agent mode to run playbooks?


Yes, playbooks require Agent mode as they leverage the full capabilities of WRITER Agent, including tool use, multi-step reasoning, and connector integrations.


Is there a limit to how many playbooks I can create?


There is no hard limit on the number of playbooks you can create. However, we recommend organizing your playbooks clearly and archiving or deleting ones you no longer use.


Variables

What happens if I forget to fill in a variable?


WRITER Agent will prompt you to provide values for all variables before executing the playbook. You cannot run the playbook without filling in required variables.


Can I set default values for variables?


Currently, variables do not support default values. Each time you run a playbook, you'll need to provide values for all variables.


Can I use the same variable name multiple times in one playbook?


Yes! If you use {{company_name}}    multiple times in your playbook instructions, you only need to fill it in once, and that value will be used throughout the entire playbook.


What characters can I use in variable names?


Variable names should use letters, numbers, and underscores. Avoid spaces and special characters. Use descriptive names like {{target_audience}}    or {{Q1_2024_data}}   .


Connectors

Do I need admin permissions to enable connectors?


Most connectors can be enabled by individual users. However, some enterprise connectors may require admin approval or configuration. Check with your WRITER admin if you're unable to enable a specific connector.


What if a connector fails during playbook execution?


If a connector fails, WRITER Agent will notify you of the error and may attempt to complete the playbook without that connector if possible. You can also manually retry the connector action or contact your admin for assistance.


Are there rate limits on connector usage?


Yes, connectors may have rate limits based on the third-party service's API restrictions. If you encounter rate limiting, try spacing out your playbook runs or contact support for guidance.


Can I use multiple connectors in one playbook?


Absolutely! Many complex playbooks benefit from using multiple connectors. For example, you might pull data from HubSpot, analyze it, create a presentation, and share it via Slack—all in one playbook.


Playbook Management

Can I edit a playbook after creating it?


Yes! Navigate to the Playbooks tab, find your playbook, select the three-dot menu, and choose "Edit." You can modify the instructions, add or remove variables, and update connector requirements.


What happens to scheduled routines if I delete a playbook?


If you delete a playbook that is being used by one or more routines, those routines will be automatically deleted as well. You'll see a warning before deletion listing all affected routines.


Can I duplicate a playbook?


While there's no built-in duplicate function, you can open an existing playbook, copy all the instructions, create a new playbook, and paste them in. Then customize as needed.


How do I know which playbooks are performing well?


Review your session history to see outputs from each playbook run. You can also manually track which playbooks you use most frequently and gather feedback from teammates who use shared playbook templates.



Need help with playbooks?


If you have questions not covered in this guide or need assistance creating custom playbooks for your organization, reach out to WRITER support or your customer success manager.

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