Skip to main content
This guide walks you through everything you need to go from a brand-new Seilers account to a published playbook or SOP that your team can actually use. By the end, you’ll have a workspace set up, a document created and filled with content, and a shareable link ready to send to your colleagues.
If you’re not sure where to start, head to the Template Gallery inside your workspace after signing up. Seilers provides ready-made playbooks and SOPs for common workflows — hiring, onboarding, sales, and more — that you can customize in minutes rather than building from scratch.
1

Create your account

Go to app.seilers.io and click Sign Up. You can register with your work email address or use Single Sign-On (SSO) if your organization has it configured. Once you confirm your email, you’ll land on the workspace creation screen.
2

Set up your workspace

Give your workspace a name — typically your company name or team name works best. You can also upload a logo and set a default time zone for your team.
After naming your workspace, you’ll see an Invite Members prompt. Enter your teammates’ email addresses to bring them in right away, or skip this step and invite people later from Settings → Members. Inviting early means your team can start collaborating as soon as your first playbook is ready.
Once your workspace is configured, click Create Workspace to continue.
3

Create your first playbook

From your workspace dashboard, click the New Playbook button in the top-right corner. You’ll be prompted to either:
  • Choose a template — browse the Template Gallery and select a pre-built playbook that matches your use case (for example, “Hiring Playbook” or “Employee Onboarding”).
  • Start blank — open an empty playbook and build your structure from the ground up.
Give your playbook a clear, descriptive title so your team immediately knows what process it covers. Then click Create to open the editor.
4

Add sections and content

The Seilers editor is a rich, block-based writing environment. Inside your playbook, you can:
  • Add sections using the + button on any line or by typing / to open the block menu.
  • Write rich text with headings, bold, italic, bullet lists, and numbered lists to structure your content clearly.
  • Embed checklists by selecting the Checklist block — ideal for tasks your team needs to complete in sequence.
  • Insert links to external resources, internal documents, or other Seilers playbooks and SOPs.
  • Embed an SOP directly inside a playbook section, so readers can drill into the step-by-step detail without leaving the page.
Work through your process from beginning to end, adding as much or as little detail as your team needs. You can always come back and edit later — Seilers saves your changes automatically.
5

Share with your team

When your playbook is ready, click the Share button in the top-right corner of the editor. You have three sharing options:
  • Invite by email — send a direct invitation to specific teammates with a chosen permission level (Viewer, Commenter, or Editor).
  • Share a link — generate a shareable link that anyone in your workspace can open.
  • Make public — allow anyone with the link to view the playbook, even if they don’t have a Seilers account. Use this for external collaborators or candidates.
Set the appropriate permission level before sharing so the right people can view, comment on, or edit your document.

Understand Core Concepts

Learn about workspaces, playbooks, SOPs, templates, versions, and permissions — the building blocks that power everything in Seilers.