Playbooks
A prompt, a PDF, Quick Actions, and a notes template — ready before the call.
A Playbook is the setup for a meeting: how Observer should answer, what it can read, which buttons appear, and how notes are structured after the call.
Why it exists
A sales call, an interview, and a standup need different questions and different notes. Switching Playbooks changes all of that at once. You can start from a template, keep General, or write your own.
The four pieces
- Prompt — your role, tone, and what to look for while they talk
- PDF — a brochure, resume, or brief Observer can cite live, with an editable summary
- Quick Actions — up to 10 buttons in the Meeting Window, from the catalog or written by you
- Notes template — headings (and optional descriptions) for the notes Observer writes when the meeting ends
Templates
Interview, Sales, Recruiting, Technical Discussion, Team Meeting, and Lecture each ship their own prompt, actions, and notes headings. General is used when no specialized Playbook is active.
Quick Actions on a Playbook
Actions are not global. They belong to the Playbook. Sales can show Objection and Next Step; Recruiting can show Verify Claim. Add catalog templates, write a custom action (name, prompt, and whether it reads transcript, screen, or search), then drag to set Option 1–10. See Quick Actions for sources and Deep.
Notes template
This is not a separate product. It lives on the Playbook so the document after a sales call is not the same as a standup. Add a heading like Key decisions and a short description of what belongs there. After you end the meeting, Observer fills those sections. Edit or rewrite the notes on the meeting record.
Set it up
1. Open Playbooks.
2. Pick a template or click New.
3. Edit the prompt. Attach a PDF if the meeting depends on one.
4. Choose, add, and order Quick Actions.
5. Edit the notes template headings.
6. Set the Playbook active.
During a call
The active Playbook is used when you start. Switch from the session menu without ending the session.
See Sales, Interview, and the other templates on the Use cases page.