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Building a playbook in Seilers is straightforward — you don’t need any special permissions or design skills. Whether you’re documenting your team’s hiring process from scratch or formalizing a workflow that’s lived in someone’s head for years, this guide walks you through every step from blank canvas to published playbook.

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Creating a New Playbook

1

Open your workspace and click New Playbook

Navigate to the Playbooks section in the left sidebar of your Seilers workspace. Click the + New Playbook button in the top-right corner. A blank playbook editor opens immediately — no form to fill out first.
2

Name your playbook and choose a category

Click the untitled heading at the top of the editor and type your playbook’s name. Make the name specific and action-oriented — for example, Sales Development Representative Onboarding rather than just Onboarding.Next, open the Details panel on the right side and select a Category from the dropdown:
  • HR — hiring, onboarding, performance, offboarding
  • Sales — prospecting, closing, account management
  • Ops — process improvement, vendor management, compliance
  • Customer Success — onboarding, renewals, escalations
  • Engineering — incidents, deployments, code review
  • General — anything that doesn’t fit a specific department
Choosing a category makes your playbook easier to discover through filters and search.
3

Add sections to structure your playbook

Sections are the chapters of your playbook. Click + Add Section below the title to insert your first one, then give it a name (e.g., “Phase 1: Sourcing Candidates”).Within each section, you can add the following content blocks using the / (slash) command or the + icon that appears when you hover over an empty line:
  • Text — narrative guidance, context, and explanations written in the rich text editor
  • Checklist — a task list where each item can be assigned an owner and a due date
  • Embedded SOP — search and link to any SOP in your Seilers library; the SOP content stays in sync automatically
  • Link block — attach a named external URL (a dashboard, a form, a spreadsheet) with a description
  • Image or video — upload a file or paste a URL to embed visual content inline
Add as many sections and blocks as your process requires. There is no limit.
4

Write your content using the rich text editor

Click into any text block to begin writing. The Seilers editor supports:
  • Headings (H2, H3, H4) to create hierarchy within a section
  • Bold, italic, and inline code formatting
  • Bulleted and numbered lists
  • Block quotes for callouts or important notes
  • Tables for comparisons, schedules, or role matrices
  • @mentions to tag a team member as a contributor or subject-matter expert
Use the toolbar that appears when you select text to apply formatting quickly, or use standard keyboard shortcuts like Cmd+B / Ctrl+B for bold.
5

Add metadata — owner, due date, and tags

Open the Details panel on the right side of the editor to fill in the playbook’s metadata:
  • Owner — the person accountable for keeping this playbook up to date. Tag a teammate using their name or email.
  • Review date — set a date for the next scheduled review to prevent the playbook from going stale.
  • Tags — add freeform tags (e.g., department:sales, status:active, region:emea) to make the playbook easier to filter and find.
  • Description — write a one- or two-sentence summary of what this playbook covers and who it’s for.
Filling in metadata now saves time later when your library grows and teams need to find the right playbook fast.
6

Publish or save as draft

When you’re ready to share your playbook, click the Publish button in the top-right corner. Publishing makes the playbook visible to everyone with viewer access to your workspace or the specific folder it lives in.If you’re not ready yet, your work is already saved — Seilers auto-saves every change as a draft. You can close the editor and return to finish it later. Draft playbooks are only visible to you and any collaborators you’ve explicitly added.
Changes to a published playbook are auto-saved and go live immediately for all viewers. If you need to make significant revisions without disrupting your team, consider duplicating the playbook first and publishing the revised copy when it’s ready.

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Editing an Existing Playbook

1

Open the playbook

Navigate to Playbooks in the sidebar and click the playbook you want to edit. If you have edit permissions, the playbook opens in read mode — click the Edit button in the top-right corner to enter the editor.
2

Make your changes

Edit text blocks, reorder sections by dragging the handle to the left of each section header, add new blocks with the / command, or delete blocks using the block menu (the ⋯ icon that appears on hover). You can also update any metadata in the Details panel.
3

Save your changes

Seilers auto-saves every edit continuously — there is no manual save button. When you finish editing, click Done Editing to return to read mode. If the playbook is published, your changes are immediately visible to all viewers.

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Playbook Settings

Click the Settings icon (⚙️) in the top-right corner of any playbook to open the settings panel. Here you can configure:
  • Title and description — update the playbook name and the summary shown in search results and the library view
  • Visibility — control who can see and edit the playbook:
    • Workspace — visible to everyone in your Seilers workspace
    • Team — visible only to members of a specific team
    • Private — visible only to you and explicitly added collaborators
  • Owner — reassign the playbook to a different team member
  • Category and tags — update the category or add and remove tags without opening the full editor
  • Archive or delete — archive the playbook to remove it from active views while keeping it searchable, or permanently delete it (irreversible)
Save time by starting from a template instead of a blank page. The Seilers template gallery includes ready-made playbooks for hiring, onboarding, sales, and more — each pre-structured with sections and placeholder guidance you can customize in minutes. See Playbook Templates to get started.