Knowledge Management

Use knowledge management tools to work with Slack and Google Workspace content

Knowledge Management Tools let Playbooks read, create, and update collaboration content. Use them when a Playbook needs to pull context from Slack or Google Workspace, create a draft, update a spreadsheet, upload a file, or send a message.

Tools

Slack

Read channel history and threads, look up users, retrieve files and canvases, and search messages. The Tool can also send channel messages and thread replies, send direct messages, add reactions, and perform supported channel and canvas actions.

Use Slack when a Playbook needs to gather context from conversations, coordinate work in a channel, or publish a message after generating output.

Google Docs

Read and edit Google Docs documents. Use it when a Playbook needs to turn research or generated content into a Google Doc.

Use Google Docs when the final deliverable should live in Google Docs. The Playbook can read a document, create a new document, or create a formatted document from HTML.

Google Drive

Upload, download, list, and manage files in Google Drive.

Use Google Drive when the Playbook needs to list files, upload generated assets, place files in a folder, read metadata, or manage Drive files.

Gmail

Send plain-text or HTML emails through Gmail.

Use Gmail when the Playbook should draft and send an email through an authenticated Gmail account. Include approval requirements in the Section if the email should not be sent automatically.

Google Sheets

Read, update, append, and create Google Sheets spreadsheets.

Use Google Sheets when the Playbook needs structured rows, planning tables, reporting outputs, or spreadsheet-backed task lists. It can read ranges, update cells, append rows, and create new spreadsheets.

How to Configure

Slack

1. Open the Playbook editor.
2. Open the Tools panel and add Slack.
3. Select an existing Slack workspace authentication. If one is not available, connect Slack when prompted.
4. Add Slack to the Playbook.
5. Reference the Slack Tool in the Section that should use it, then include the relevant channel, thread, user, file, canvas, or search query in the instructions.

Adding Slack notifications for triggered runs or Human Review does not add the Slack Tool to a Playbook. Configure the Tool separately when the Playbook needs to read or act on Slack content.

Other Knowledge Management Tools

1. Open the Playbook editor.
2. Type / in the Section where the Playbook should use the collaboration Tool.
3. Select the Tool.
4. Connect the required authentication if prompted.
5. Include the document, file, email recipient, or spreadsheet the Playbook should use.

Parameters

Tool	Required context	Optional guidance
Slack	Channel, thread, message, file, canvas, or user context	Add date range, search query, message format, reaction, or rules for outbound actions
Google Docs	Document URL, document ID, or new document title	Add editing scope, formatting requirements, or export expectations
Google Drive	File ID, folder ID, file path, or upload target	Add MIME type, folder placement, naming rules, or cleanup instructions
Gmail	Recipient, subject, and body	Add CC, BCC, HTML formatting, attachments, send timing, or approval requirements
Google Sheets	Spreadsheet ID, sheet name, or range	Add value input mode, append behavior, headers, formulas, or formatting rules

Examples

Use **Google Sheets** to append one row per approved topic to the planning spreadsheet. Include topic, target keyword, status, and owner.

Use **Slack** to read the launch channel and its threads from the last 14 days. Retrieve linked files and canvases when they contain relevant context, then summarize open questions before drafting the update. Do not send the update.