Playbooks Demo¶

This walkthrough shows exactly what happens when you run a playbook — from first command to finished output. We'll use the Lead Generation Activation playbook as our example.

Prerequisites¶

Before starting, you should have:

A client workspace created (via create-client or manually)
The client's website URL
Basic knowledge of who the client sells to

If you're brand new to the vault, read playbooks first for the concepts.

Step 1 — Start the Playbook¶

You say:

start playbook: Lead generation activation

The agent reads the playbook, loads all Required Context files, and creates a TaskNote:

---
type: task
title: "Lead generation activation: Acme Corp"
status: in-progress
playbook: "[[Lead generation activation]]"
remaining-steps: 8
awaiting: ""
priority: high
assignee: [Agent]
---

Step 2 — Agent Runs ICP Discovery (AGENT)¶

The agent invokes icp-discovery autonomously. It asks you a few targeted questions about the client's customers, then generates an ICP profile.

What you see:

Step 1/8 complete — ICP Discovery - Created: {company.clients}/acme/icp_profile.md - Remaining: 7 steps - Next: social-media-audit (AGENT)

The agent checks the client's social profiles, scores presence, and identifies gaps.

What you see:

Step 2/8 complete — Social Media Audit - Created: {company.clients}/acme/research/social_media_audit.md - Remaining: 6 steps - Next: brand-voice-generator (AGENT)

Step 4 — Agent Generates Brand Voice (AGENT)¶

The agent analyzes existing client content and extracts voice guidelines.

What you see:

Step 3/8 complete — Brand Voice Generator - Created: {company.clients}/acme/brand_voice_guide.md - Remaining: 5 steps - Next: Review ICP, audit, voice (HUMAN)

Step 5 — You Review and Adjust (HUMAN)¶

The agent pauses and presents everything so far:

Awaiting your input

I've completed 3 steps. Here's what I found:

ICP Profile: B2B SaaS founders, 10-50 employees, €500K-€5M revenue, struggling with manual operations...

Social Audit: LinkedIn is active but inconsistent. Instagram dormant. No YouTube presence. Facebook page exists but unused...

Brand Voice: Authoritative but approachable. Avoids jargon. Emphasis on practical outcomes...

What I need from you: 1. Does the ICP look right, or should I adjust the target? 2. Which channels should we prioritize? 3. Any voice adjustments?

The TaskNote updates:

status: awaiting-input
awaiting: "Review ICP, social audit findings, and brand voice — confirm direction"
remaining-steps: 5

You respond:

ICP is good. Focus on LinkedIn and email — skip Instagram for now. Voice is spot on.

Step 6 — Agent Builds Content Strategy (AGENT)¶

With your confirmed direction, the agent runs content-strategy — builds topic clusters, maps content to the buyer journey, and creates a 4-week calendar.

What you see:

Step 5/8 complete — Content Strategy - Created: {company.clients}/acme/content_strategy.md - Remaining: 3 steps - Next: social-content (AGENT)

The agent writes LinkedIn posts from the content strategy, using the confirmed brand voice.

Step 6/8 complete — Social Content - Created: {company.clients}/acme/deliverables/social_posts.md - Remaining: 2 steps - Next: email-sequence (AGENT)

Step 8 — Agent Creates Email Sequences (AGENT)¶

Nurture sequence, welcome sequence, and lead capture emails — all segmented by ICP.

Step 7/8 complete — Email Sequence - Created: {company.clients}/acme/deliverables/email_sequences.md - Remaining: 1 step - Next: cro (AGENT)

Step 9 — Agent Optimizes Conversion Paths (AGENT)¶

The agent analyzes the client's landing pages and recommends conversion improvements.

Step 8/8 complete — CRO Analysis - Created: {company.clients}/acme/deliverables/cro_recommendations.md - Remaining: 0 steps - Running quality gate...

Step 10 — Quality Gate¶

The agent evaluates every condition:

Quality Gate Results: - ✅ ICP profile has no empty required fields - ✅ Content calendar covers 4 weeks (28 posts planned) - ✅ Email sequence has 6 emails with segmentation logic - ✅ CRO recommendations tied to specific page elements

All conditions passed — TaskNote status set to done

The Final TaskNote¶

---
type: task
title: "Lead generation activation: Acme Corp"
status: done
playbook: "[[Lead generation activation]]"
remaining-steps: 0
awaiting: ""
priority: high
assignee: [Agent]
---

The body contains the full step log:

### Step 1 — icp-discovery (AGENT)
- **Status:** done
- **Completed:** 2026-03-18 10:15
- **Output:** ICP profile for B2B SaaS founders
- **Files:** [[icp_profile]]

### Step 2 — social-media-audit (AGENT)
- **Status:** done
- **Completed:** 2026-03-18 10:22
- **Output:** Social presence scored across 4 platforms
- **Files:** [[social_media_audit]]

### Step 3 — brand-voice-generator (AGENT)
- **Status:** done
- **Completed:** 2026-03-18 10:28
- **Output:** Brand voice guidelines extracted
- **Files:** [[brand_voice_guide]]

### Step 4 — Review (HUMAN)
- **Status:** done
- **Completed:** 2026-03-18 10:35
- **Decision:** ICP confirmed. Focus LinkedIn + email. Skip Instagram.

### Step 5 — content-strategy (AGENT)
- **Status:** done
- **Completed:** 2026-03-18 10:48
- **Output:** 4-week content calendar with topic clusters
- **Files:** [[content_strategy]]

### Step 6 — social-content (AGENT)
- **Status:** done
- **Completed:** 2026-03-18 10:55
- **Output:** 12 LinkedIn posts
- **Files:** [[social_posts]]

### Step 7 — email-sequence (AGENT)
- **Status:** done
- **Completed:** 2026-03-18 11:05
- **Output:** 6-email nurture sequence
- **Files:** [[email_sequences]]

### Step 8 — cro (AGENT)
- **Status:** done
- **Completed:** 2026-03-18 11:15
- **Output:** 8 conversion recommendations
- **Files:** [[cro_recommendations]]

What Just Happened¶

In about 1 hour, you got:

Deliverable	What It Is
ICP Profile	Who to target and why
Social Audit	Where the client stands today
Brand Voice	How to sound like them
Content Strategy	What to publish and when
12 LinkedIn Posts	Ready-to-schedule content
Email Sequence	6-email nurture campaign
CRO Recommendations	How to convert more visitors

Your total input: One review step where you confirmed direction and picked channels. The agent handled everything else.

Try It Yourself¶

Pick any playbook and say start playbook: [name]. Here are good starting points:

If you want to...	Run this playbook
Audit a client's online presence	Digital authority baseline
Help a client price better	Margin improvement
Reduce founder dependency	Founder independence
Make a big strategic decision	Strategic decision framework
Improve a client's sales process	Sales conversion improvement

See all available playbooks: browse {company.playbooks} or check the playbooks-in-flight dashboard for active runs.

Common Questions¶

Q: Can I skip a step? No. HUMAN steps require your explicit input. AGENT steps run automatically. The playbook ensures nothing is missed.

Q: Can I pause and resume later? Yes. The TaskNote tracks exactly where you stopped. Say "resume playbook" and the agent reads the step log to pick up where it left off.

Q: Can I customize a playbook for a specific client? Yes. Copy the playbook to {client.root}/Playbooks/ and adjust steps, context files, or quality gates. The client version overrides the library version.

Q: What if a step fails? The agent stops, reports the error, and keeps the TaskNote open. You decide whether to retry, skip, or troubleshoot.

Playbooks Demo¶

Prerequisites¶

Step 1 — Start the Playbook¶

Step 2 — Agent Runs ICP Discovery (AGENT)¶

Step 3 — Agent Runs Social Media Audit (AGENT)¶

Step 4 — Agent Generates Brand Voice (AGENT)¶

Step 5 — You Review and Adjust (HUMAN)¶

Step 6 — Agent Builds Content Strategy (AGENT)¶

Step 7 — Agent Writes Social Posts (AGENT)¶

Step 8 — Agent Creates Email Sequences (AGENT)¶

Step 9 — Agent Optimizes Conversion Paths (AGENT)¶

Step 10 — Quality Gate¶

The Final TaskNote¶

What Just Happened¶

Try It Yourself¶

Common Questions¶