Playbooks

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Overview

Playbooks are the procedural guidance that steers how Royaltyport’s extraction agents work on each of your projects — the accumulated instructions and examples that help the Contract and Statement agents get your data right. Agents can propose improvements to their Playbooks as they learn, and those proposals wait here for a person to review before they take effect. Open it from Agents → Playbooks.

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Layout

• Project selector — choose which project’s Playbooks you’re looking at. The dropdown shows a pending count next to any project with proposals waiting for review.
• Filter — narrow the revision list to Pending, Active, History, or All.
• Revisions list — the Playbook files for the selected project and filter.
• Detail pane — the contents of the revision you select.

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Revision states

The History filter shows archived and rejected revisions together.

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Reviewing a proposal

Select a pending revision to see:

• A side-by-side diff comparing the current active Playbook with the proposed changes, so you can see exactly what would change.
• A governance panel summarizing the proposal’s origin and its evaluation results — the context you need to make a decision.

Organization and project admins with review permission can then:

• Approve — activate the proposal. Approval becomes available once the proposal is Ready for review.
• Reject — decline the proposal.

You’ll be asked to add a rationale before confirming; your decision and rationale are retained with the proposal’s history.

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Viewing active and past revisions

Selecting an active, archived, or rejected revision shows its full contents in a read-only editor, so you can see exactly what an agent is (or was) working from.

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Restoring a previous revision

Reviewers can roll back to an earlier version. Open an archived revision and click Restore revision. The current active Playbook is archived and the restored content becomes the new active revision — history is always retained, so nothing is lost.

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Related Documentation