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1. Create your Playbook

Your First Playbook
Navigate to the Playbooks section in the sidebar and click Create Playbook, or ask Ana to build one for you in a thread.
  • Write your analysis scope — Describe the analysis in natural language. Include the specific metrics, time ranges, and any filters or conditions that matter (e.g. “daily active users in the US over the past 30 days, broken down by platform”)
  • Specify output format — Ana can output CSV files, PDFs, charts, and more — the same file types available in regular threads
  • Attach data sources — Select the connectors the Playbook should query
  • Preview and test — Run the Playbook manually to verify the output before deploying. Adjust the prompt until the results and formatting are exactly right
Playbook Setup Interface

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2. Configure scheduling

Time and Day

Time and Day TriggerRun on a fixed schedule, such as every weekday at 9:00 AM or every Monday at 3:00 PM

Custom

Custom TriggerRun on a custom or irregular schedule using cron expressions

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3. Set up delivery

Send results to Slack channels or email recipients. Slack recipients can ask Ana follow-up questions directly in the thread.
Slack report delivery

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4. Deploy and monitor

Once ready, click Deploy to activate. From the Playbooks dashboard you can monitor execution history and update settings at any time.

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Troubleshooting

  • Failed Executions — Check data source connectivity and query syntax
  • Delivery Problems — Verify Slack bot permissions and email addresses
  • Performance Issues — Simplify complex queries or adjust data ranges
Check the FAQ Playbooks section for additional insights, or contact support@textql.com.