Playbook Example

Monthly Sales Report

An example involving a sales report that is sent monthly, requiring some instructions on where to download the data, how to tweak it in Excel, and then how to compile it into an email.

The playbook creator dropped a few details out of order, and yet the playbook was neatly organized with ordered steps and then additional details under "notes".

Input:

This example playbook was created from this verbal description of the process:

Output:

The resulting playbook for this example is below.

You can explore the various features by clicking on the "edit", "feedback", and "history" buttons.

John Doe 2024-01-30

Monthly Sales Report

This playbook describes the steps to create and send a monthly sales recap email to the executive team using sales data from the company dashboard.

Step 1: Log In

Navigate to the sales dashboard website and log in with your credentials. If you do not have credentials, contact IT for assistance.

What should I do if I have attempted to contact IT regarding credentials but have received no response?

— PlaybookWriter

Step 2: Access Reports

Once logged in, go to the reports page, which is found under a dropdown menu in the top right of the dashboard.

The direction to find the reports page under a dropdown menu is vague. Can you specify which dropdown menu or provide a label or icon description to look for?

— PlaybookWriter

Step 3: Select Date Range

Choose the correct date range for the report, which should include the first and last day of the previous month, to avoid incomplete data.

How do I verify if the date range I've selected is indeed the previous month with consideration to varying month lengths?

— PlaybookWriter

Step 4: Download Data

Download the report data in a CSV file format by clicking the download button.

Is there a specific location we should save the CSV file to, or any naming conventions that we should follow?

— PlaybookWriter

Step 5: Create Pivot Table

Open the CSV file in Excel and create a pivot table to display the revenue breakdown by day, with one column for the date and another for revenue.

Could you provide more detailed instructions on how to create a pivot table in Excel or link to a resource that explains this process?

— PlaybookWriter

Step 6: Copy to Email

Copy the pivot table into an email, ensuring the formatting remains intact to maintain a professional appearance.

Is there a particular method you recommend for copying the pivot table into an email to maintain formatting?

— PlaybookWriter

Step 7: Send Email

Address the email to the executive team at '[email protected]' and send it on the first business day of the month.

Should the subject line of the email follow a specific format for consistency and searchability?

— PlaybookWriter

Is there a template or specific content that should be included in the email body along with the pivot table?

— PlaybookWriter

General Notes

Timing

Prepare and send the email on the first business day of the following month to ensure prompt delivery of the report.

IT Support

If logging in or other technical issues arise, contact IT support promptly to resolve the issues.

Date Selection

Be careful when selecting the date range for the report to avoid choosing the current month's dates and causing incomplete data.

General Feedback

Is there a contingency plan if the sales dashboard is down or not accessible on the day the report needs to be sent?

— PlaybookWriter

Are there any steps to be taken after sending the email, such as confirmation to the sender or filing the sent mail?

— PlaybookWriter

Playbook Example

The above example lets you see the editing, change tracking, and sanity checking functionality, while a regular shared playbook would be restricted to read-only. To get rid of this example's commentary, you can also just view this playbook.

This is just one example of the many types of documentation that can be written by PlaybookWriter. Here are a few other relevant (or maybe not relevant) examples:

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