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Playbooks

Contents

Playbooks are markdown-based project workspaces structured around specific use cases — product planning, research, campaign design, and more. Each playbook provides organized folders, document templates, and AI facilitation through tailored instructions.

Creating a Playbook

  1. Click Playbooks in the sidebar.
  2. Click Create New Playbook (or New Playbook + in the footer).
  3. Choose a creation mode:
    • Template: Select from built-in or custom templates. Shows a preview of the template structure.
    • Custom: AI-driven scaffolding. Describe what you want to build and the AI creates the file structure.
    • Empty: Start with a blank playbook.
  4. Select an AI model for the playbook’s chat.
  5. Choose a storage location:
    • Workspace Playbook (recommended): Stored in the workspace directory.
    • Local Playbook: Choose a folder on your computer.
    • Remote Playbook: For team collaboration with real-time sync.
  6. Enter a name and click Create.

Interface Layout

Playbooks have a three-panel resizable layout:

  1. Left Sidebar (File Tree): Playbook selector at top, expandable file tree, New Playbook + at bottom.
  2. Middle Panel (File Editor): Shows the current file with format-specific editing (Markdown, Marp slides, HTML, plain text).
  3. Right Panel (Chat): AI assistant for the playbook. Type prompts, use slash commands, attach files.

Drag the dividers between panels to resize them.

File Management

  • Create File: Right-click a folder → Create File → enter filename.
  • Create Folder: Right-click a folder → Create Folder → enter name.
  • Rename: Right-click → Rename.
  • Delete: Right-click → Delete → confirm.

Markdown Editor

Playbook markdown files open in a rich WYSIWYG editor (TipTap) with a toolbar:

  • Formatting: Bold, Italic, Underline, Strikethrough, Code, Highlight.
  • Structure: Paragraph, Heading 1–4.
  • Lists: Bullet, Numbered, Task lists.
  • Other: Code blocks, Tables, Links, Text alignment.
  • Source View: Toggle between WYSIWYG and raw markdown.
  • Outline: Toggle document outline for easy navigation.

Files auto-save after you stop typing. Status indicator shows “Saving…” then “Saved”.

Searching

Search in Editor

Press Cmd+F (Mac) or Ctrl+F (Windows) while in the editor to search within the current file.

Search Across All Files

Click the magnifying glass icon in the sidebar header (or press Cmd+Shift+F). Results appear grouped by file with match counts. Click a match to jump to that line.

Exporting Documents

  • Markdown files (.md): Click the export button in the toolbar → Download as DOCX.
  • Marp presentations (.md with marp: true): In slideshow view → click the download button → exports as PPTX.

Marp Presentations

Create slide presentations using Marp syntax:

  1. Create a new .md file with marp: true in the YAML frontmatter.
  2. Edit slides using markdown (separate slides with ---).
  3. Click Switch to Slideshow to preview.
  4. Slideshow toolbar: Previous/Next slide, page counter, Fullscreen, View Source, Export to PPTX.

Chat & AI Assistant

The right panel provides an AI chat for the playbook:

  • Type questions or instructions about your playbook content.
  • Use slash commands (/skill-name) to invoke playbook skills.
  • The current file and selected text are automatically included as context.
  • Supports file attachments (drag or paste images).
  • Messages stream in real-time with a Stop button to cancel.

Playbook Settings

Click the three-dot menu ( ⋮ ) in the sidebar header → Settings:

General

  • Edit playbook name and description.

Skills

  • Create and manage playbook-specific slash commands.
  • Click + New Skill → enter name and markdown content → Save.
  • Skills are saved as .md files in .stationone/skills/.
  • Use in chat by typing /skill-name or /skill-name arguments.

Automation

Schedule automatic skill execution:

  1. Click Add to create a new automation rule.
  2. Select a skill from the dropdown.
  3. Choose a schedule type:
    • Cron: Specific times (e.g., every weekday at 9 AM). Visual scheduler with preset buttons.
    • Interval: Regular frequency (e.g., every 2 hours).
  4. Enable Catch-up to run missed executions when the app was closed.
  5. Preview shows the next 3 scheduled runs.
  6. Optionally provide a prompt if the skill accepts $ARGUMENTS.
  7. Click Save.

NOTE: Results from automated runs appear in the Inbox.

Templates

Using Templates

When creating a playbook, select “Template” mode and choose from:

  • System Templates: Built-in (Workspace Creator, Workflow Tracker, OKR Planning, etc.).
  • User Templates: Templates you’ve created.
  • Library Templates: Installed from the online gallery.

Creating a Template from a Playbook

  1. Three-dot menu → Save as Template.
  2. Step 1: System analyzes your playbook files.
  3. Step 2: Select which files to include (checkboxes, Select All/Exclude All).
  4. Step 3: Enter template name, description, and optional initial prompt.
  5. Click Save.

Template Library

  • Browse: Workspace Settings → Templates → Browse Library → opens https://platform.stationone.ai/library/playbooks.
  • Publish: Workspace Settings → Templates → right-click → Share to Library → fill in name, description, tags, visibility → Publish.
  • Install: From the library website, click Install to add a template to your workspace.

Switching Between Playbooks

Click the playbook name at the top of the sidebar to open a dropdown showing all playbooks. Each shows activity indicators (generating, unread messages). Click to switch — file tree and chat reload instantly.

Deleting a Playbook

Three-dot menu → Delete → confirm. For workspace playbooks, all files are permanently deleted.

Updated on March 17, 2026
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