Playbooks Overview
Playbooks automate recurring data analysis on connected databases and files. Define steps once, then schedule daily, weekly, or monthly runs.
Playbooks are automated workflows designed for real-time data connectors like databases and Google Analytics. Define your analysis steps once, then let Formula Bot run them automatically on fresh data - daily, weekly, or monthly. Perfect for recurring reports where your underlying data changes regularly.
What Are Playbooks?
A Playbook is a saved sequence of analysis steps that can:
- Run automatically on a schedule
- Process updated data each time
- Generate consistent reports
- Save you hours of repetitive work
Use Cases
Recurring Reports
- Weekly sales summaries
- Monthly KPI dashboards
- Daily inventory checks
- Quarterly performance reviews
Data Monitoring
- Track key metrics over time
- Alert on significant changes
- Monitor competitor data
- Watch for anomalies
Data Processing
- Regular data cleaning
- Scheduled enrichments
- Automated transformations
- Batch processing
Key Features
Multi-Step Workflows
Chain multiple analysis steps together:
- Pull data from connector
- Calculate metrics
- Generate visualizations
- Export results
Data Source Integration
Use any of your data sources:
- Uploaded files
- Database connectors
- Google Analytics
- Multiple sources combined
Enrichment Capabilities
Enhance your data automatically:
- Sentiment Analysis - Analyze text for positive/negative sentiment
- Language Translation - Translate text between languages
- Text Extraction - Extract structured data from unstructured text
- Web Scraping - Pull data from websites
Scheduling Options
Run Playbooks on your schedule:
- Daily (Pro and Max plans)
- Weekly (choose day)
- Monthly (choose date)
- Manual (on-demand)
Run History
Track every execution:
- When it ran
- Success or failure
- Results generated
- Error messages if any
How Playbooks Work
- Create - Define your analysis steps
- Attach Data - Connect files or data sources
- Schedule - Set when to run
- Execute - Playbook runs automatically
- Review - Check results and history
Start with a working chat analysis, then convert it to a Playbook to automate it.
Playbook vs. Chat
| Feature | Chat | Playbook |
|---|---|---|
| Scheduled | No | Yes |
| History tracked | Per chat | Per run |
| Best for | One-time analysis | Repetitive analysis on connected data |
Plan Limits
| Plan | Playbooks | Scheduled Runs |
|---|---|---|
| Free | 1 | Weekly and monthly |
| Starter | 5 | Weekly and monthly |
| Pro | 20 | Daily, weekly, and monthly |
| Max | Unlimited | Daily, weekly, and monthly |