Use this article to manage Playbooks in Yarken.
What Playbooks do
Playbooks hold the SOPs that guide Ask Yarken through recurring analysis workflows.
They help teams keep analysis consistent for workflows such as:
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Budget variance analysis.
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Cloud spend reviews.
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Vendor reviews.
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Forecast reporting.
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Financial root cause analysis.
Playbooks guide analysis. They do not override permissions, create missing data, or change source records.
What the Playbooks screen shows
The Playbooks screen includes:
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Agent SOPs.
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Uploaded Files.
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Add New.
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Upload.
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Edit and delete actions.
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Download action.
Use Agent SOPs to create, review, update, or remove SOPs.
Use Uploaded Files to check uploaded SOP-related files and load status.
When to use Playbooks
Use Playbooks when a repeated analysis needs a standard method.
Examples:
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Explain actuals versus budget.
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Review cloud spend against forecast.
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Identify vendor cost movement.
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Prepare a monthly finance review.
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Investigate financial root cause.
Detailed SOP guidance
For full SOP setup, examples, governance guidance, and common mistakes, see:
Configure Playbooks and SOPs for Ask Yarken
Next step
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