Quick Playbook

Build step-by-step SOPs that run in the Chrome side panel.

Quick Playbook converts your standard operating procedures into interactive, trackable checklists that run in the Chrome side panel. Each step can be a manual check or automatically fire another Context Menu Enterprise tool.

How It Works

1. Create a playbook in the Options page with a name, category, and a context key label (like "Ticket ID" or "Case Number").
2. Add steps. Step types include: Manual (a checkbox), Quick Search (search selected text or clipboard), Response Repo (copy/paste a snippet, with {contextKey} substitution), Context AI (run a prompt), Note Clipper (clip to your configured target), Open Link, and Copy to Clipboard.
3. Run it from the right-click menu, entering the context key (e.g. the ticket number) when prompted.
4. Work through the steps. Manual steps get checked off; action steps execute with one click and auto-check on completion.
5. Resume anytime. Runs save automatically and survive browser restarts. Multiple runs can be active at once — one per ticket.
6. Complete or abandon. Finished runs are kept for 30 days.

Staying Organized

• Context key — ties a run to a specific ticket or case, available to snippets via {contextKey}.
• Team Config — admins distribute managed playbooks; they show a MANAGED badge and are read-only for agents.

Tips

• Start with a simple 3-step playbook and grow it.
• Combine with Autolinker so references in your playbook pages are clickable.
• Build your escalation checklist as a playbook — every step checked, every time.