> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clickboss.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Run a Playbook

> How to find and run a ClickBoss playbook against your live marketing data, read the results, and save investigations as reusable playbooks.

## 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.

## 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**.

## 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

<Tip>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.</Tip>

## 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.

## 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](/action-credits/overview) for more detail.

## Next steps

<CardGroup cols={2}>
  <Card icon="radar" href="/playbooks/sensor-mode" title="Sensor mode">
    Automate this playbook so it runs on a schedule.
  </Card>

  <Card icon="coins" href="/action-credits/overview" title="Action Credits">
    Understand how credits are used when running playbooks.
  </Card>
</CardGroup>
