My number one rule is that they should be as clear as possible. I’ve just recently started creating playbooks in Evernote, and I’m trying to keep things simple with respect to their format. They provide a roadmap of possible future automation.They make it easier to delegate tasks because I can simply shared the playbook with whoever needs it.They make it easy to recreate my steps for something, especially if it is something that I don’t do very often.Playbooks have several advantages for me: In those cases, I create a playbook that lists out the steps of the process so that it is easily repeatable for anyone tasked with doing it.

Sometimes that isn’t possible, either due to technical limitations or time constraints. My general philosophy is that if I have to do something more than once, I try to automate it.

My recent simplification of my notebooks and tags in Evernote provided me with a good opportunity to start using playbooks with Evernote, something I’ve been wanting to do for a while.įor those who aren’t familiar with them, playbooks are a set of notes that document a repeatable process.

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