How do I create a Playbook from a template?

Templates give your Playbooks a head start. AirOps pre-built templates come with components already in place so you can review, publish, and start running in far less time than building from scratch. This tutorial covers how to select a template, understand what is inside it, and adapt it after launch.

Key takeaways

  1. Templates include pre-built steps, tools, inputs, and outputs so you don't have to configure common content workflows from scratch.
  2. Each tool has an on/off toggle, so you can enable or disable capabilities without removing them from the template.
  3. Playbooks stay in Draft until you click Publish; review your Tools, Inputs, and Outputs before publishing to avoid surprises.
  4. Some tools require API keys or authentication before they work; set those up before publishing.
  5. You can edit and republish a Playbook at any time after it goes live.

Tutorial overview

Playbook templates give you a pre-built workflow for common content use cases, from blog creation to competitive analysis to SEO research. Instead of building every step from scratch, you start with a structure that's already been thought through, then adapt it to fit your needs.

Each template comes with pre-connected tools like Google Search or Moz, a defined set of inputs, and configured outputs. Every tool has an on/off toggle, so you're never locked into using something you don't need.

To get started, click Get Started from the AirOps dashboard, select Start with a Template, and choose From Template to open the template library. Browse Playbooks built for specific use cases, select one, and the editor opens with your configuration ready to customize. Before you publish, review three things: your tools, your inputs, and your outputs. Your Playbook stays in Draft state until you click Publish. Nothing runs until you activate it. You can edit and republish at any time.

Practice

  1. Create a Playbook from a Template

    Click the New button on the AirOps Home page to open the Playbook creation options, then choose From Template to access a library of pre-built Playbook structures. This is the faster alternative to building from scratch for common use cases.

  2. Review the Template's Tools, Configuration, and Inputs

    AirOps Playbook templates include pre-built tools, steps, and configurations tailored for common use cases. Review the template structure along with the tools panel and required input variables to ensure everything is correctly set up before running the Playbook.

  3. Click Publish to save the playbook

    The Publish button in AirOps saves the Playbook and makes it ready to run. Publishing is required before a Playbook can be executed or triggered externally.