AI-powered knowledge capture

Your team’s knowledge.
Captured, searchable,
always up to date.

Upload existing docs or talk through processes in a guided interview. Either way, your team finds answers in seconds with AI search.

Free to start · No credit card required

app.team-playbook.com
How do we handle customer refunds over £500?

For refunds over £500, the CS Manager must approve before processing. Here’s the process:

  1. Log the request in the CRM with full details
  2. Verify customer identity and payment history in Stripe
  3. Escalate to CS Manager with the ticket link
  4. Once approved, process in Stripe and send confirmation
Customer Refund Process94% match

The problem

The problem with
documentation:
nobody writes it.

Your best people carry the knowledge. When they leave, it goes with them. When they’re busy, everyone waits. Written docs go stale the day they’re written.

70%

of company knowledge is undocumented

5.3h

per week searching for information

42%

of institutional knowledge lost to turnover

6mo

for new hires to reach full productivity

How it works

Three steps to a living playbook

Step 01

Capture

Upload existing documents or use a guided interview to turn tribal knowledge into structured, searchable procedures.

Step 02

Search

Anyone can ask a question in plain English and get the exact steps back — with sources and citations.

Step 03

Improve

Analytics show what your team asks about most and where your documentation has gaps.

Everything you need

Built for how teams actually work

Guided interviews

Talk through processes step by step. The system writes the documentation for you.

Semantic search

Ask questions in plain English. Get cited answers instantly.

Knowledge analytics

See what your team searches for and where gaps exist.

Role-based access

Control who can view, edit, and manage your playbooks.

Document upload

Already have docs? Upload them. They get chunked, embedded, and searchable instantly.

Instant answers

New hires find answers in seconds, not hours of Slack searches.

Built for small teams

Every team has unwritten rules

Recruitment agencies

Stop losing candidate handling processes when consultants leave.

Accounting firms

Month-end checklists, client onboarding, compliance steps — all searchable.

Agencies & consultancies

Project delivery workflows that every new hire can follow from day one.

Property management

Tenant processes, maintenance workflows, inspection checklists — captured once.

Stop losing knowledge.
Start capturing it.

Join early access and be first to try Playbook with your team.