Getting started

What is Playbook?

Learn what Playbook does, who it's for, and how we handle visual files.

Start here

Learn how to set up your Playbook workspace.

How to create & use boards

Learn how boards and sub-boards work in Playbook.

How to upload

Different ways to upload files or folders into a board in Playbook.

How to import

How to import files from Google Drive, Dropbox or OneDrive.

Share your first link

Send your work to anyone in seconds with a simple, live-update link.

Playbook FAQ

Your Playbook questions answered: Tutorials and other popular user queries.

Organizing & managing

Moving, copy & batch actions

Learn how to use Batch actions to move, copy, and organize thousands of assets in seconds.

Using groups to manage iterations

Learn how to use Groups to combine multiple versions or similar assets.

Custom fields & status

Learn how to use Playbook's "Status" field and create your own Custom fields.

How to create & manage tags

Learn how to manually tag your assets for perfect organization.

Archive vs. Delete

Learn the difference between Archive and Delete to keep your workspace tidy.

Analytics

Learn how to track asset and board usage and insights within your workspace.

Sharing & collaboration

Members, guests & permissions

Learn how to invite Members or Guests and manage their access with flexible permissions.

Comments & timestamps

Learn how to leave comment on images, videos and attach reference images to comments.

Star ratings & reactions

Learn how to use Star ratings and Emoji reactions to speed up your approval process.

Conversations

Learn how to use Playbook's Conversations feed for workspace updates.

Sharing controls & protection

Learn how to manage downloads, set expirations, add extra protection to your shared boards.

Collecting files with Dropzone

How to use your unique Drop link to collect files from anyone without requiring them to create an account.

Publishing your board

Learn how to customize layouts, add image or text elements, and share your work with made-ready templates.

Search & filter

Search & discovery

How to find assets by name and metadata, or use AI Search to discover assets in Playbook.

Filtering workspace or boards

Learn how to use Filters to narrow down your workspace or just specific boards.

Finding similar assets

How to use visual similarity to find related assets in Playbook.

Automation & workflows

Board rules

Use Board Rules to require specific info or automatically tag new files as they’re uploaded.

Deduplicates & auto-group

How Playbook removes duplicates and groups similar files automatically during every upload.

Desktop Sync and Adobe integration

How to use the desktop app to sync files, natively integrate with apps, and maintain offline access.

Playbook intelligence

What is Playbook Intelligence?

Playbook Creative Intelligence is a smart, conversational system built directly into your Playbook workspace to help you spend less time finding and managing files, and more time creating.

Starting a chat

Learn how to start a Playbook agent chat from within your workspace.

Conversational commands

Learn how to use conversational commands to chain actions and quickly copy, edit, and share your assets.

Find and action on results

Use Creative Intelligence to find assets and take action on searched results all in one prompt.

More ways to chat

Learn about different ways to use AI chat from Playbook - to organize, to edit photos, or even to help with writing copy and brainstorming based on your asset context.

Integrations

Import syncs & connections

Learn how to connect Playbook to Figma, Slack, Midjourney, Zapier, and more. Sync files from Google Drive, Dropbox, and OneDrive, or build custom workflows.

API & MCP

Learn how to build custom integrations using our API.

Partner mini-apps

Learn how to use built-in mini-apps to create GIFs, upscale images, add captions, generate images, and more in just a few seconds.

Settings

Workspace settings & preferences

How to change workspace name, set your default view, add custom logo, and manage comment visibility.

Notifications settings

How to customize your email alerts for new comments, uploads, and weekly summary of changes in your workspace.

Account settings

How to update your Playbook account details, manage your account data, and delete your account.