Playbooks
Find out what you agreed with a client
What the team knows about a client becomes searchable, and every answer names where it came from.
- Step 01
Keep the client's documents in one record
Upload contracts, decks and notes to the client's record, or add a transcribed meeting. Everything starts internal until someone chooses to share it.
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- Step 02
Ask in plain language
Type the question the way you would ask a colleague: what did we learn from the Q2 campaign, and does it match the brand guidelines? No query language, no digging through folders.
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- Step 03
Check the source, then use it
Every claim in the answer names the document it came from; open it in one click before the answer goes to the client.
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- Step 04
Add the outside view
Research saved from lands in the same record, each finding with its source, so the answer covers what the market said as well as what the client did.
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