/knowledge/playbooks/¶
Operational how-to guides. The "how do I do X?" layer of the wiki.
What goes here¶
Step-by-step playbooks that a reader (Rick, an agent, a future team member) can follow to accomplish a specific operational task. Examples:
- "How to rotate a credential in 1Password"
- "How to onboard a new agent from Drafted to Active"
- "How to launch a Mission from inbox capture to Monday.com Epic"
- "How to debug a failing launchd job"
- "How to set up a new Make.com scenario"
- "How to run a council review on a decision"
Relationship to /system/playbooks/¶
There is a deliberate distinction:
/system/playbooks/— governance-level operational playbooks. Approved, versioned, CEO-accountable. These enforce operating standards and have a version number, owner, and audit trail. Example:SOP-EXEC-strategy-request-intake-v1.0.md./knowledge/playbooks/— reference how-to guides. Not governance. Practical step-by-step instructions that describe HOW something is done. Can be updated freely as tools change. Example:how-to-rotate-a-credential-in-1password.md.
Rule of thumb: if a failure to follow it is an SOP breach, it belongs in /system/playbooks/. If it's "here's the clickstream to accomplish X," it belongs here.
A /system/playbooks/ SOP can (and should) link to one or more /knowledge/playbooks/ how-to guides for its implementation details. The SOP codifies the rule; the playbook shows the clicks.
Frontmatter convention¶
---
title: "How to {action}"
type: playbook
category: {credential-mgmt | agent-onboarding | mission-lifecycle | debugging | integration-setup | other}
owner_agent: {agent_id or tbd}
related_sops: [] # paths to /system/playbooks/ or /system/sops/ that this implements
related_tools: [] # paths to /knowledge/tools/ this playbook touches
difficulty: {trivial | routine | intermediate | advanced}
estimated_time: "{5 min | 15 min | 1 hr | ...}"
last_verified: YYYY-MM-DD # when someone last confirmed these steps still work
last_updated: YYYY-MM-DD
seeded_by: {agent_id}
tags: []
---
Page structure¶
# How to {action}
## When to use this
_What situation triggers this playbook. One paragraph._
## Prerequisites
_Access, credentials, tools, agent state, or prior knowledge required._
## Steps
_Numbered, click-by-click, reproducible. Include screenshots or terminal output where helpful._
## Verification
_How to confirm the step worked. Tests, queries, expected output._
## Troubleshooting
_Common failures and their fixes._
## Related
_Wikilinks to SOPs, tools, platforms, best practices, and other playbooks._
## Last verified
_Date + who verified. Playbooks rot — re-verify quarterly._
Dashboard¶
Live list at /dashboards/playbooks-catalog.md — grouped by category, sorted by last_verified date (oldest first, so stale playbooks surface for re-verification).
Rotting playbooks¶
Playbooks rot as tools change. Every quarter, chief.staff runs a re-verification sweep: any playbook with last_verified > 90 days old gets flagged. The playbook's owner_agent is responsible for either re-verifying the steps or marking it deprecated.