While a Playbook is a template for a single task, a Campaign is like a folder for a group of tasks. Layering these two features is the secret to managing complex, high-volume content operations.
Why Layer Playbooks into Campaigns?
Imagine you are spearheading product launch for the summer. A launch of this scale involves more than just a single video; it requires a coordinated blitz of content across different departments, platforms, and creators. Internal tutorials. External tutorials. Promos. Thought leadership to crystalize why you're making your product. Testimonials to reinforce that it works. It goes on and on!
Without Playbooks, a campaign like this often leads to "task fatigue." The manual creation of dozens of tasks, missing sub-steps, and constant Slack messages asking, "What's the status of the edit?" By layering Playbooks into your Campaign, you turn chaos into a structured assembly line:
The "Command Center" (The Campaign)
Your Summer Product Launch campaign serves as the high-level bucket. It has tasks for every piece of content related to the launch, allowing leadership to see the "Big Picture" progress in one view.
Decentralized Execution with Playbooks
A major product launch requires a symphony of content from different departments. Instead of manually managing every detail, use Playbooks to delegate specialized workflows to the right people while maintaining total visibility within your Campaign.
By assigning Playbooks, you empower non-content experts to follow a proven "recipe" for success:
For Customer Success: Deploy the Client Testimonial Playbook. CSMs can manage the relationship and capture footage without needing to know the technical editing steps.
For Product/Engineering: Deploy the Expert Insight Playbook. Lead engineers get a clear path to record technical walkthroughs or "Why We Built This" videos.
For Social/Marketing: Deploy the Social Teaser Playbook. Social managers can systematically generate transcripts, captions, and thumbnails for every launch asset.
The Magic of Automation: Because each Playbook comes pre-loaded with specific subtasks (NDAs, recording links, editing notes, etc.), your team doesn't need to be "content experts"—they just follow the blueprint you’ve already built.
How to Use a Playbook in a Campaign
Go to Tasks: From the main sidebar, click Tasks.
Create New Task: Click the + Create Task button.
Apply a Playbook: At the top of the creation window, select your desired Playbook from the dropdown. This will auto-fill your title, description, and subtasks.
Link to Campaign: Look for the Campaign dropdown menu. Select the relevant campaign (e.g., “Q1 Case Studies”).
Customize for the Specific Lead: Even though the Playbook is a template, you can still edit the title of this specific task (e.g., “Get Client Testimonial from [Company Name]”).
Assign and Launch: Assign the task to a team member and click Create.
Common Use Cases: Campaigns + Playbooks
Beyond a product launch, layering Playbooks into Campaigns allows you to scale your most important business initiatives. Here are three common ways to use them:
Industry Event or Trade Show
The Campaign: CES or Annual User Conference
The Strategy: Use multiple Playbooks to capture the high-energy environment from every angle.
"Booth Interview" Playbook: Assigned to your sales team to grab 30-second clips with prospects.
"Keynote Recap" Playbook: Assigned to your marketing lead to summarize big stage announcements.
"Daily Vlog" Playbook: A simplified workflow for a team member to document the "behind-the-scenes" of the event.
Thought Leadership & Personal Branding
The Campaign: Q1 Executive Presence Initiative
The Strategy: Standardize how your leadership team shows up on social media without taking up hours of their time.
"Weekly Reflection" Playbook: A 3-step process for an executive to record a quick thought on industry news.
"Podcast Guest" Playbook: A checklist for the PR team to coordinate everything from the pre-interview to the final "thank you" post.
Employee Advocacy & Recruitment
The Campaign: Hiring Sprint
The Strategy: Humanize your brand by having your actual team tell the story.
"Day in the Life" Playbook: Assigned to department heads to show what their team culture is like.
"New Hire Spotlight" Playbook: A standardized onboarding task that welcomes every new employee with a short video interview.
Which Playbook should you build first?
Every organization is different, but we recommend starting with your highest-volume content. If you find yourself asking for "one more client testimonial" or "another expert tip" every week, that is the first Playbook you should build.
Pro Tip: Don’t get overwhelmed trying to build a playbook for everything at once. Start with the content you are already doing more than once. If you find yourself constantly asking for "one more," that is your signal to Playbook it. By turning your most frequent requests into a Playbook, you stop repeating yourself and start scaling your output.