5.1 · Playbooks — the scheduled report, reinvented
A playbook is a saved analysis instruction that runs on a schedule and delivers to email or Slack — a weekly report that writes itself.Prompt
You’ll see: the playbook created and visible under Playbooks in the sidebar. Confirm the schedule and delivery before relying on it.
The Monday report that writes itself.
5.2 · Tune the output
Prompt
You’ll see: delivery and style updated. Playbooks support email recipients, Slack channels, and executive / verbose / concise styles.
5.3 · Feed agents — analysis that comes to you
Playbooks answer a known question on a schedule. Feed agents investigate a domain, remember what they found before, and post anything noteworthy to your org’s feed — including things you didn’t think to ask.Prompt
You’ll see: the agent created. Its posts appear in the Feed, where teammates can comment — and the agent responds.
Go deeper —Reliable prompts that survive autopilot, batch templates, delivery options, and operating your automations: the Automation Deep-Dive workshop.
5.4 · Playbook or feed agent?
| Playbook | Feed agent | |
|---|---|---|
| Question | Known, fixed | Open-ended domain |
| Output | Same report each run | Posts only when noteworthy |
| Memory | Stateless | Remembers prior findings |
| Audience | Email/Slack recipients | Org feed (+ optional relay) |
| Use for | ”Send me the weekly numbers" | "Keep an eye on this for me” |
5.5 · One-off reminders
Prompt
You’ll see: a one-time future message scheduled to you.
Troubleshooting
| Symptom | Fix |
|---|---|
| Playbook created but never runs | Check it has a schedule AND is Active — ask Ana to confirm both |
| Report goes to the wrong people | Recipients replace, not append — restate the full list |
| Feed agent posts too much noise | Tighten its prompt: “post only when [specific threshold] changes” |
✅ Checkpoint
- You created a playbook with a schedule and a delivery target
- You adjusted its style and/or added a Slack channel
- You created (or scoped out) a feed agent for a domain you care about
- You can explain playbook vs. feed agent in one sentence each