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A free-form playbook is written the way you’d brief a new colleague. The assistant follows your guidance, deciding for itself how to phrase things and when to move on. Use one when the procedure has a shape but not a fixed order — handling a complaint, qualifying an enquiry, talking someone through options.

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Writing one

Write it as instructions to a person:
Short paragraphs work better than long ones. The assistant reads this as guidance, so “check availability before promising anything” is the kind of instruction that actually changes behaviour.

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Referring to tools and knowledge

Type @ in the editor to bring in something the playbook needs:
Anything you reference becomes available only while this playbook runs, and disappears when it ends. You don’t attach them separately — referencing them is what attaches them.

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When to switch to structured

Free-form gives the assistant room to use judgement. That’s the point, and it’s also the limit. Move to a structured playbook when you need a step to happen every time — a legal disclosure, an identity check before a refund, a confirmation read back word for word. Guidance can be followed loosely. Steps can’t.