How to Build Playbooks

Playbooks are your team's internal knowledge boards — flexible, visual surfaces where you pin the docs, videos, links, and notes your team actually needs. Think of each Playbook like a dashboard for a topic: onboarding, a specific workflow, a client type, or anything else worth documenting.

Each card on a Playbook contains one piece of content. Drag them around, resize them, and arrange them however makes sense for the material. The layout saves automatically.

Getting started

Open https://app.trustpager.com/training/resources. If this is your first visit, TrustPager automatically creates a default Playbook for you — you'll see it in the list on the left.

To create a new Playbook, click New Playbook and give it a name. You can have as many Playbooks as you like — one per department, per workflow, per product, whatever works for your team.

Switching between Playbooks

Use the list on the left side of the screen to switch between your Playbooks. Click on any name to load its cards. To rename a Playbook, click the pencil icon next to its name. To delete a Playbook, use the trash icon — this also removes all the cards on it, so confirm before you go ahead.

Adding cards

With a Playbook selected, click Add Card. A wizard walks you through picking the card type and filling in the content. There are seven card types:

• Notepad — A rich-text editor you can write into directly. Good for written SOPs, checklists, or context notes.
• Video — Paste a YouTube URL and the video embeds directly on the Playbook so your team can watch without leaving the platform.
• Link — A clickable card that opens any external URL. Use it for Notion pages, Google Docs, external portals, or anything else your team needs fast access to.
• Embed — Paste an HTML embed snippet (iframes, third-party widgets, etc.) and it renders directly on the Playbook.
• PDF — Upload a PDF and it displays inline. Great for process docs, pitch decks, or reference guides you want visible without downloading.
• Image — Upload an image file. Useful for diagrams, flowcharts, screenshots, or visual reference material.
• File — Upload any other file type as a downloadable card. Good for spreadsheets, templates, or anything that doesn't render inline.

Arranging cards

Cards sit on a 12-column responsive grid. Drag any card by its title bar to move it. Drag the resize handle in the bottom-right corner to change its size. The layout is saved automatically after you stop dragging — you don't need to click anything to save.

Use the filter buttons at the top of the Playbook to show only a specific card type — handy when a Playbook has a lot of mixed content and you want to focus on videos or notes only.

Editing and removing cards

To edit a card, click the settings icon on the card. To remove a card from the Playbook, click the trash icon and confirm. Removing a card does not delete any uploaded files from your file library.

Using Playbooks via the API or AI agents

If you're building automations or using the TrustPager MCP, you can manage Playbooks and cards programmatically:

• create_playbook — Create a new Playbook with a name
• list_playbooks — List all Playbooks in the workspace
• get_playbook — Fetch a Playbook and all its cards
• add_playbook_card — Add a card to an existing Playbook
• update_playbook / update_playbook_card — Rename or update Playbook or card details
• delete_playbook / delete_playbook_card — Remove a Playbook or individual card

This lets you automate onboarding flows — for example, having an AI agent build a client-specific Playbook as part of your fulfilment process.

Troubleshooting

The Playbook list is empty. If your default Playbook wasn't auto-created, click New Playbook to create your first one manually.

A card is too small to read. Drag the resize handle in the card's bottom-right corner to make it bigger. Notepad and PDF cards are easiest to work with when they're at least 6 columns wide.

Layout changes aren't sticking. Layout is saved automatically after a short delay. Wait a moment after releasing the card, then refresh to confirm. If the issue persists, check your browser console for errors.