> For the complete documentation index, see [llms.txt](https://guides.tability.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guides.tability.io/docs/playbooks.md).

# Playbooks for connected AI assistants

Practical workflows to run with Claude, ChatGPT, Grok, or another AI assistant connected to Tability through MCP. These guides are designed for work in your external assistant.

Working inside Tability? Start with [AI Mode how-tos](/docs/become-a-tability-power-user/ai-mode-how-tos.md) for presentations, charts, spreadsheets, scorecards, scheduled briefs, and everyday team workflows.

Choose a playbook, share its page with your assistant, and say **“Run this playbook.”** The assistant will ask for the context it needs and work through the steps with you.

These playbooks run in your external assistant, outside Tability AI Mode. They assume Tability is connected through MCP. Access to other business sources, presentation tools, and scheduling depends on your assistant and its configuration.

| Playbook                                                                                              | What you'll create                                                                                                 |
| ----------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------ |
| [Build and track your 90-day strategy](/docs/playbooks/build-and-track-your-90-day-strategy.md)       | A practical 90-day plan with goals, actions, KPIs, and a review rhythm.                                            |
| [Find and track the right KPIs](/docs/playbooks/find-and-track-the-right-kpis.md)                     | A focused scorecard based on what success means for your team, with definitions, owners, and tracking in Tability. |
| [Build a scorecard](/docs/playbooks/build-an-exec-dashboard.md)                                       | A reusable KPI View with selected measures, targets, owners, and a regular review workflow.                        |
| [Build your monthly business review deck](/docs/playbooks/build-your-monthly-business-review-deck.md) | A seven-slide review combining Tability and other business data, with sources, lessons, and next-month decisions.  |

Need to connect your assistant first? See [Tability MCP Server](/docs/become-a-tability-power-user/integrations/tability-mcp-server.md).