Playbook Templates

Browse pre-built Playbook templates for sales reports, marketing analytics, customer sentiment, inventory tracking, and data enrichment workflows.

Get started faster with pre-built Playbook templates. These templates provide a foundation you can customize for your specific needs.

Using Templates

Browse Templates

  1. Go to Playbooks
  2. Click Create from Template
  3. Browse available templates
  4. Preview to see what's included

Customize

  1. Select a template
  2. Click Use Template
  3. Modify prompts for your data
  4. Attach your data sources
  5. Save and run

Sales & Revenue Templates

Weekly Sales Report

Purpose: Summarize weekly sales performance

Steps include:

  • Total revenue calculation
  • Comparison to previous week
  • Top products by sales
  • Regional breakdown
  • Growth trends chart

Best for: Sales teams, managers

Monthly Revenue Analysis

Purpose: Deep dive into monthly revenue

Steps include:

  • Revenue by product category
  • Customer segment analysis
  • Month-over-month comparison
  • Revenue forecasting
  • Executive summary

Best for: Finance teams, executives

Marketing Templates

Campaign Performance Report

Purpose: Analyze marketing campaign results

Steps include:

  • Traffic by channel
  • Conversion rates
  • Cost per acquisition
  • ROI by campaign
  • Recommendations

Best for: Marketing teams

SEO Performance Tracker

Purpose: Monitor search performance

Steps include:

  • Keyword rankings
  • Organic traffic trends
  • Top performing pages
  • Click-through rates
  • Competitor comparison

Requires: Google Search Console connector

Customer Analytics Templates

Customer Sentiment Analysis

Purpose: Analyze customer feedback sentiment

Steps include:

  • Sentiment classification (positive/negative/neutral)
  • Trending topics extraction
  • Sentiment over time
  • Key issues identification
  • Action recommendations

Enrichments used: Sentiment Analysis, Text Extraction

Customer Churn Analysis

Purpose: Identify at-risk customers

Steps include:

  • Churn rate calculation
  • Risk factor identification
  • Customer segments at risk
  • Retention recommendations
  • Trend visualization

Best for: Customer success teams

Operations Templates

Inventory Status Report

Purpose: Monitor inventory levels

Steps include:

  • Current stock levels
  • Low inventory alerts
  • Reorder recommendations
  • Turnover rates
  • Demand forecasting

Best for: Operations, supply chain

Daily KPI Dashboard

Purpose: Track key metrics daily

Steps include:

  • KPI calculations
  • Day-over-day changes
  • Threshold alerts
  • Trend charts
  • Summary highlights

Best for: Executives, operations

Data Processing Templates

Data Enrichment Pipeline

Purpose: Enhance raw data with AI

Steps include:

  • Clean and normalize data
  • Extract entities from text
  • Classify categories
  • Translate content (if needed)
  • Export enriched dataset

Enrichments used: Text Extraction, Sentiment, Translation

Web Data Aggregation

Purpose: Compile data from web sources

Steps include:

  • Scrape target websites
  • Extract relevant data points
  • Normalize formats
  • Compare to internal data
  • Generate insights

Enrichments used: Web Scraping, Text Extraction

Multilingual Report Generator

Purpose: Generate reports in multiple languages

Steps include:

  • Analyze data in source language
  • Generate insights
  • Translate to target languages
  • Format for each locale
  • Export translated reports

Enrichments used: Language Translation

Creating Your Own Templates

Save as Template

Turn your successful Playbooks into reusable templates:

  1. Create and test a Playbook
  2. Click Save as Template
  3. Add description and tags
  4. Share with your organization (coming soon)

Template Best Practices

Make prompts generic:

Bad: "Analyze sales from the Q4_sales.xlsx file"
Good: "Analyze sales from the attached sales data file"

Document data requirements:

  • List required columns
  • Specify data formats
  • Note any dependencies

Include clear descriptions:

  • What the template does
  • Who it's for
  • What data it needs

Customization Tips

Adapting Templates

  • Replace placeholder text with your specifics
  • Add or remove steps as needed
  • Adjust for your data structure
  • Update column/table names

Adding Enrichments

Enhance any template with:

  • Sentiment analysis for text data
  • Translation for international reports
  • Text extraction for unstructured data
  • Web scraping for external data

Combining Templates

  • Use multiple templates for comprehensive analysis
  • Chain outputs from one to another
  • Build complex workflows from simple parts

Request a Template

Need a template we don't have? Email us at support@formulabot.com with:

  1. Your use case description
  2. Sample data structure
  3. Expected outputs

We'll consider adding popular requests.

Next Steps