Playbooks (SOPs) and training videos live in the Library for the whole team.
A playbook (SOP)
- In Claude, paste or dictate the process, step by step.
- Say “Add this to the Stak as a team playbook.”
- An Admin approves it in the Queue. It then shows under Playbooks (SOPs), and Claude can follow it too.
A training video
- Record it in Loom.
- Tell Claude “Add this to our training videos,” with the link and which group it belongs in.
- Once it is approved, it shows in the Library under that group.
The Library, shown in an example agency's Suite.