Playbooks

Find the work worth automating.

Prism watches how your firm actually operates — the steps you repeat, the handoffs that stall — and surfaces what’s ripe for automation. Each one becomes a playbook your agents run.

The Prism Playbook index — your firm's library of playbooks, with category, owner, last run, and status for each.
How it works
How it works

Automation that starts by watching.

You don’t map your processes. Prism observes how work already flows across your stack and surfaces what’s worth automating.

Observed, not configured

Prism reads how your firm already works across Slack, Linear, Figma, and the rest. No flowcharts to draw, no forms to fill.

Ripe work surfaces first

The repetitive, high-volume steps that drain senior time get flagged before anything else. You choose what becomes a playbook.

Codified, then run

Approve it and the agents run it in the background, keeping it current as the work changes.

Inside a playbook
Inside a playbook

A written procedure, not a black box.

Every playbook is a numbered procedure you can read before it runs. Each step shows exactly what it does and who runs it.

Read before you run
Running a playbook is one click. The steps stay in plain view first, so nothing fires blind.
See what each step does
Expand a step for the agent that runs it, the inputs it uses, what it outputs, and the approval gate.
Editor and audit log in one
The surface you read is the surface you change. No separate place to see how the work ran.
Client Onboarding
Client Onboarding
MetricsStepsLogs
1
Create engagement record
Spin up the engagement object and link the client, retainer, and owner so everything routes to one place.
2
Set up workspaces
Create the channels, boards, projects, and folders in the tools the team already uses — Slack, Linear, Figma, Drive.
3
Draft kickoff doc
Pull from the signed SOW, discovery transcript, and the known scope to draft the kickoff brief.
AgentStrategist
InputsACME Corp · RetainerDiscovery · May 14
OutputsKickoff doc draft

Kickoff doc saved in Drive, linked to the engagement. The doc summary posts to the channel once a partner has reviewed it.

Approval required before output goes live
RunEdit
Measurable
Measurable, not static

Playbooks that report on themselves.

Metrics come first — success rate, time, exceptions. You see what each playbook is actually doing, so you know what to automate next.

Every run is measured
Success rate, average time, run count, and recent exceptions sit on top of every playbook.
Built to improve
When a playbook stops matching how the work really runs, the agent proposes a new version to approve.
Points to what is next
The playbooks that perform tell you — and Prism — where the next one is worth building. Signal, not guesswork.
Client Onboarding
Client Onboarding
MetricsStepsLogs
94%Success rate
6.2 daysAvg. time
63Runs
Run volume63
Apr 18 runs · May 14
Exceptions
Hinda StudioInput missing
ACME RefreshManual override
CrimsonNeeds review
Morse MicroRerun queued
RunPropose new version
FAQ
Frequently asked questions

Got questions?

A playbook is a repeatable process at your firm — lead capture, scope review, invoicing — that Prism has observed, surfaced as worth automating, and codified into steps the agents run. It captures the procedure, the judgement calls, and who approves what.

Stay in the loop

Updates from the team as Prism rolls out. No fluff.