---
title: "Playbooks: Create a Playbook"
url: "https://atlan.com/demos/playbooks-create-a-playbook/"
excerpt: "Ready to streamline data enrichment? Master playbook creation from asset discovery or governance center in this hands-on demo. Simplify workflows now!"
description: "Ready to streamline data enrichment? Master playbook creation from asset discovery or governance center in this hands-on demo. Simplify workflows now!"
format: "Arcade"
demo_url: "https://demo.arcade.software/numOhMb9efg2oB37Hd1v"
thumbnail: "https://images.ctfassets.net/nwa1c00rtgxb/FQNqhVNA2fvk7T98lCaUR/d2d65bf66d87c1ab246628035fc511b9/playbooks-create-a-playbook.webp"
content_purpose: ["Product Overview"]
target_persona: ["Data Governance Lead"]
journey_stage: ["S2 - Discovery", "C1 - Onboarding", "C3 - Adoption"]
use_case_context: ["Training"]
product: ["Context For AI - Automation"]
published: "2025-10-01"
updated: "2026-06-02"
content_type: "interactive demo step summary"
transcript_source: "arcade-steps"
---

> Atlan is hosting Context Conference, bringing together the leaders and builders at the frontier of giving AI the context it needs to understand their business. It runs online on October 28, 2026, from 11:00 AM to 2:00 PM ET. Atlan co-founder Prukalpa Sankar opens and closes the day. Leaders from AstraZeneca, BNY and Verizon share why they invest in context and what they get from it. Registrants get early access to The AI Context Gap, a new study from MIT Technology Review Insights. Register: https://atlan.com/context-conference/

# Playbooks: Create a Playbook

Step-by-step summary of the interactive demo at https://atlan.com/demos/playbooks-create-a-playbook/

Ready to streamline data enrichment? Master playbook creation from asset discovery or governance center in this hands-on demo. Simplify workflows now!

## What the demo walks through

1. Or start from the governance center Begin by navigating to your assets
2. In this example, we've already applied a few filters to narrow down the list of assets. We'll further filter for table assets only
3. Expand the more options menu to create a playbook
4. Create a playbook for your filtered assets - visible to admin users only
5. Enter a name for your playbook (Optional) Add a description (Optional) Change the icon
6. Create your playbook
7. Create playbooks from here
8. Create a playbook
9. Add a name, (optional) a description, and (optional) an icon for your playbook Proceed to creating rules for your playbook
10. Select the attribute, operator, and value for your filter(s)
11. In this example, we'll select a Snowflake connection
12. (Optional) Narrow down your asset selection to specific databases and schemas in the connection, respectively
13. In this example, we'll also add an asset type filter to select only tables to update
14. (Optional) View all the assets that match your rules
15. Select the actions to be executed based on the rules of your playbook
16. Select the metadata you want to update and the corresponding operator and value(s)
17. In this example, we'll update the owner for the selected tables
18. Run immediately or schedule to run periodically Finish creating your playbook
19. View your playbook profile