How to Create a Playbook in Eve

Last updated: March 10, 2026

Overview

This article shows you how to create a Playbook in Eve to turn effective prompts into reusable, one-click automations. Playbooks allow you to save multi-step analyses and automate repeatable workflows across your firm. You can create Playbooks from the Skill Library or save them directly from any conversation with Eve.

Prerequisites

  • An active Eve Legal account

  • User permissions to create and manage Skills (permissions may vary based on user roles)

Step-by-Step Instructions

  1. Access the Playbook Creation Screen — You have two options for starting a new Playbook:

- From the Skill Library: Navigate to the Skill Library in the main navigation menu on the left, then click the Create Skill button in the top right corner

- From a conversation with Eve: During any matter session, click the magic wand icon that appears under a prompt you want to save as a Playbook

When the Skill type screen appears, select Playbook as the skill type. You should see the Playbook creation form.

  1. Write Your Prompt Instructions — In the prompt instructions field, enter the exact instructions Eve should execute when someone runs this Playbook. Be specific and detailed to ensure consistent results. These instructions will be executed automatically whenever the Playbook is used. Test your prompt first in a conversation to verify it produces the quality and format you expect.

  2. Add a Name and Description — Enter a clear, descriptive name that makes it easy for you and your team to identify what this Playbook does. In the description field, explain when and how to use this Playbook so other team members understand its purpose and intended use cases.

  3. Add Tags for Organization — Add relevant tags such as "Discovery," "Pre-litigation," "Intake," or practice area names to help categorize the Playbook. Use consistent tagging conventions across your firm so skills are easier to find and filter later.

  4. Set Visibility Level — Choose who can access this Playbook:

Select the visibility level that matches your intended use.

- Only me: The Playbook remains private to your account only

- Shared: The Playbook becomes available to others in your firm

  1. Confirm and Save — Click Confirm to create your Playbook. The Playbook will now appear as an individual skill card in your Skill Library and within matter sessions, making it easy to access and run with one click.