Jophiel
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Operational excellence

Runbooks
Checklists
Team alignment

PlaybooksDocument the way you work and rerun success on repeat

Template your best processes, run them with confidence, and capture improvements after every iteration.

5 min
Template creation

Stand up a launch plan or runbook in minutes, not days.

Repeatable
Execution

Never start from scratch when the next incident or rollout hits.

100%
Visible progress

Know exactly which step the team is on with live checkmarks.

Audit-ready
History

Keep a trail of who ran what and when.

Key features

Document the way you work and rerun success on repeat

Template builder

Capture institutional knowledge as reusable playbooks with sections, owners, and checkable steps.

Instance tracking

Spin up executions from templates, assign teammates, and track progress in real time.

Version history

Iterate confidently—record what changed after each run so improvements never get lost.

Shareable clarity

Distribute playbooks and handoffs with a single link so everyone follows the same script.

Scale the rituals that make you great

Playbooks turns hard-won knowledge into repeatable execution so every team can operate like the A-team.

  • Codify launches, incidents, and onboarding into shareable guides.
  • Hand off ownership with context and confidence.
  • Capture learnings between runs to keep the play evolving.

Use cases that shine

Teams rely on Playbooks across the company.

Product launches

Coordinate marketing, product, and support tasks across launch phases without missing a step.

Ship on time with the same play every time.

Incident response

Trigger runbooks the moment an alert fires, record actions, and capture learnings for the next event.

Stay calm and consistent under pressure.

Onboarding programs

Give new hires or customers a structured journey with clear owners and milestones.

Deliver a polished first impression.

High-value workflow

  1. 1

    Design the play

    Document the critical path once with sections, tasks, and resources.

  2. 2

    Run with accountability

    Create an instance, assign owners, and track completion as work happens.

  3. 3

    Retro and improve

    Review what worked, capture notes, and evolve the template before the next run.

Loved by teams who build fast

Hear how Playbooks keeps momentum high.

Our launch checklist lives in Playbooks now—marketing, engineering, and support finally follow the same script.

Jamie Lee
Head of Product Marketing, Lumen

During incidents we spin up a runbook instance in seconds. Everyone knows their role, and we log improvements for next time.

Carlos Mendes
SRE Manager, Drift

Keep going with these resources

Explore tutorials, shortcuts, and inspiration.

Browse templates

Review existing playbooks or duplicate one to start customizing.

View resource →

Track live instances

Check progress on active playbooks and nudge owners if something stalls.

View resource →

Give every project a trusted playbook

Template your next launch or runbook and keep the whole crew on track.