
- Prototype in a thread first — Refine the analysis and charts in chat (columns, chart type, rounding rules). Convert to a Playbook once the output looks right
- Lock in the output format — Paste in code snippets into the Playbook prompt manually or ask Ana to “Retrain all the Python and SQL to get the correct analysis path and build a playbook that runs every Monday 9am”
- Edit an existing playbook prompt — Ana can update the prompt of any existing Playbook directly in a thread. Just reference the Playbook ID — the number at the end of its URL (
https://app.textql.com/playbooks/<playbook-id>)