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From the playbook library

  1. Go to Playbooks in the sidebar.
  2. Browse or search the library for the playbook you want to run.
  3. Click the playbook to open it.
  4. Click Run this playbook.
ClickBoss pulls your live data, runs the analysis, and returns the results. For most playbooks this takes under 30 seconds.

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From a project

  1. Open your project.
  2. Click Run a playbook in the project toolbar.
  3. Select the playbook from the list.
  4. Click Run.

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Reading the results

Each playbook returns a structured response:
  • Summary — What the playbook found in plain language
  • Data table — The underlying numbers that support the finding
  • Recommendation — What to do next
If the playbook found nothing to flag, it will say so. An empty result is useful information. It means this area of your account is healthy.

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Saving an investigation as a playbook

If you asked ClickBoss a question in the chat and got a useful analysis, you can save that conversation as a playbook.
  1. Open the investigation thread.
  2. Click Save as playbook.
  3. Give it a name and description.
  4. Choose whether to run it on demand or turn it into a sensor.
This lets you replay the same analysis against fresh data whenever you need it.

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Credit usage

Running a playbook uses action credits. The number of credits depends on the complexity of the playbook and how many platforms it queries. You can see the estimated credit cost before running. See Action Credits for more detail.

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Next steps

Sensor mode

Automate this playbook so it runs on a schedule.

Action Credits

Understand how credits are used when running playbooks.