AI SDR Playbooks serve as your own guide for how AI SDR will generate sequence messages. By using custom prompts in the Playbook, you can have more control over how AI creates your outreach messages, so the content matches your style, sales goals, and strategy.
With Playbooks, you can write specific instructions for AI, such as what to highlight, what to leave out, do's and don'ts, and how to organize your messaging. Let's dive in!
Create a Playbook
To create your own Playbook:
Go to the AI SDR page.
Navigate to the Playbooks tab.
Click on the New Playbook button in the top-right corner.
If you're just starting out and need some guidance on structuring your Playbook, you can use the available buttons that will create separate sections. These buttons help you write instructions for key outreach steps, including: Do, Don't, First email, First email follow-up, Second email follow-up, Subject Lines, LinkedIn Connect, First LinkedIn Message, Voice Message, LinkedIn InMail, Call script, Variables. The default template also includes pre-filled text to help you understand how to structure your playbook and what kind of details to include.
The Library tab has ready-made Playbooks, which you can use or refer to as examples.
💡 Important: Library Playbooks are meant as examples and may not be 100% applicable to your specific outreach. Please make sure to review and adjust them to fit your audience, goals, and sequence before using.
It's not at all mandatory to write lengthy guidelines. For example, your Playbook can be as simple as one sentence, such as: 'Don’t mention the competitors’ names – Competitor 1, Competitor 2 – be polite and avoid hard selling'.
💡Playbooks can contain up to 1000 characters.
Style guidance and attachments
Playbooks support additional inputs that help guide AI message generation and enrich outreach sequences.
Upload style
Upload style is used to provide reference materials that guide how the AI writes messages. It does not send anything in your outreach.
You can upload:
High-performing email templates
Writing examples
Instruction files
The AI uses this content to better understand tone, structure, and writing style.
Add lead magnet (file attachment)
You can add a file to be sent in a sequence as part of your outreach. When uploading a file, you select the sequence step where it should be used, such as First Email, Follow-up emails, LinkedIn Connect, or other available sequence steps.
The file is then attached and sent automatically as part of that step. A lead magnet can be reused across multiple sequences that use the same Playbook.
Create a sequence with your Playbook
There are two ways to create a sequence using your playbook:
Click on the New AI SDR Sequence button above the Playbook. Then, follow the rest of the steps to create an AI SDR sequence.
Start creating an AI SDR sequence → Click Add playbook → Select your Playbook from the available list.
Manage Playbooks
Hover over a Playbook to:
Duplicate Playbooks to quickly create a copy.
Delete Playbooks if you no longer need them.
💡 Library Playbooks are read-only, so they can't be edited or deleted. However, you can duplicate them and customize the copy.
Playbook examples
Here are some more use cases with actual prompts to help you better understand how Playbooks can be applied to your sequence.
Use Case | Prompt example |
Cold Outreach | Do: Introduce the company and its key value propositions. Focus on the prospect’s pain points and show how your solution helps. End with a clear CTA inviting the prospect to schedule a demo. |
Recruiting | Do: Introduce the open position with a friendly, professional tone. Acknowledge the candidate’s experience and highlight specifics about the role. End with a CTA asking if they’re open to a chat. |
Funding Outreach | Do: Mention the company’s recent achievements and funding history. Reference the investor’s previous investments and suggest a potential collaboration. Keep the tone professional but personable. |
👉For tips on creating effective Playbooks, see the Playbooks: Tips and best practices article.