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

# Playbooks

> Review and approve the procedural guidance that steers how extraction agents work on each project

## 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**.

## 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.

## Revision states

| State                  | Meaning                                                                     |
| ---------------------- | --------------------------------------------------------------------------- |
| **Ready for review**   | A pending proposal that has finished evaluation and is ready for a decision |
| **Pending evaluation** | A pending proposal still being evaluated                                    |
| **Active**             | The revision currently in effect                                            |
| **Archived**           | A previous active revision, kept in history                                 |
| **Rejected**           | A proposal that was declined                                                |

The **History** filter shows archived and rejected revisions together.

## 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.

## 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.

## 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.

<Note>
  Approvals, rejections, restores, and their rationales are all recorded in the Playbook's history, giving you a full audit trail of how an agent's guidance has evolved.
</Note>

## Related Documentation

<CardGroup cols={2}>
  <Card title="Brain" icon="book-open" href="/organizations/agents/brain">
    Confirmed organizational knowledge agents read from.
  </Card>

  <Card title="Agent Registry" icon="bot" href="/organizations/agents/registry">
    The extraction agents that use these Playbooks.
  </Card>

  <Card title="Sources" icon="database" href="/organizations/agents/sources">
    Feed documents and data into the Brain.
  </Card>

  <Card title="Agents Overview" icon="sparkles" href="/organizations/agents/overview">
    How knowledge and guidance flow to agents.
  </Card>
</CardGroup>