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Power Playbooks User Guide

Comprehensive guide to using Power Playbooks for incident response and operational workflows

Getting Started

What is Power Playbooks?

Power Playbooks is a free, browser-based tool for creating and managing operational playbooks and incident response checklists. All your data is stored locally in your browser - no login required, and your data stays on your device.

Dashboard Overview

When you open the app, you'll see your dashboard with playbooks organized into sections:

  • Favorites - Playbooks you've starred for quick access
  • My Playbooks - Playbooks you've created
  • Starter Templates - Pre-built example playbooks to get you started

Navigation Bar

  • [Power Playbooks] - Click to return to dashboard
  • Search - Quick search (Cmd/Ctrl + K)
  • Create Playbook - Opens the playbook builder
  • Exports - View your saved exports
  • Settings - Configure AI and manage data
  • ? (Help) - Opens this help guide

Understanding Playbooks

Starter Templates

Pre-built playbooks to help you get started:

  • Security Incident Response
  • Data Breach Response
  • System Outage Response
  • New Employee Onboarding
  • Database Maintenance

These are read-only but you can duplicate them to create your own customized versions.

My Playbooks

Your custom playbooks that you can:

  • Create from scratch using the builder
  • Generate using AI
  • Duplicate from starter templates
  • Edit, customize, and delete

Categories & Tags

Playbooks are organized by category (Security, Infrastructure, Networking, etc.). Use the filter buttons on the dashboard to quickly find playbooks by category.

Favorites

Click the star icon on any playbook to add it to your Favorites section. Click again to remove. Favorites appear at the top of your dashboard for quick access.

Creating Playbooks

Using the Playbook Builder

Click "Create Playbook" in the navigation bar to open the builder.

Step-by-Step Guide

  1. Playbook Title - Enter a descriptive title
    Example: "Data Breach Response Playbook"
  2. Subtitle - Brief description of the playbook's purpose
    Example: "Quick incident response checklist"
  3. Category - Select appropriate category
    • Security
    • Infrastructure
    • Networking
    • Database
    • Application
    • Identity
    • Operations
  4. Phases & Tasks
    • Click "+ Add Phase" to create a section
    • Enter a phase title (e.g., "Detection & Analysis")
    • Click "+ Add Task" to add individual tasks
    • Enter task descriptions (e.g., "Review security alerts")
    • Add multiple phases to organize your workflow
  5. Save Your Playbook
    • Click "Create Playbook" to save
    • Click "Clear Form" to start over

Best Practices for Creating Playbooks

  • Use clear, action-oriented task names (e.g., "Isolate affected systems" not "Systems")
  • Organize tasks into logical phases (Detection, Containment, Eradication, Recovery)
  • Include who should be notified at each step
  • Add evidence collection tasks for compliance
  • Keep tasks specific and measurable

Working with Playbooks

Opening a Playbook

Click any playbook card on the dashboard to open it in the interactive viewer.

Checking Off Tasks

  • Click the checkbox next to a task to mark it complete
  • Click again to uncheck
  • Progress bar updates automatically
  • Completed tasks turn green with a checkmark

Skipping Tasks

  • Click "Skip" button next to a task
  • Skipped tasks turn yellow and show "SKIPPED"
  • Click "Unskip" to restore the task

Adding Artifacts (IOCs/Evidence)

Artifacts are pieces of evidence or indicators of compromise (IOCs) related to specific tasks.

  1. Click "+ Artifact" next to any task
  2. A text input appears below the task
  3. Enter your artifact (e.g., "IP: 192.168.1.100", "User: john@example.com")
  4. Click "Add Artifact" or press Enter
  5. Artifacts appear as green tags below the task
  6. Click the "x" on any artifact to remove it

Progress Tracking

  • Progress bar shows completion percentage
  • Counter shows "X of Y tasks completed"
  • All progress is saved automatically to your browser

Timer

  • Click "Start Timer" to track incident duration
  • Timer shows hours:minutes:seconds
  • Click "Stop Timer" to pause
  • Timer state is saved with your progress

Auto-Save

All your progress (checked tasks, artifacts, timer, skipped tasks) is automatically saved to your browser's local storage. You can close the tab and return later to continue where you left off.

AI Generation

Setting Up AI

Power Playbooks supports AI-powered playbook generation using your own OpenAI API key (BYO - Bring Your Own).

  1. Go to Settings (gear icon in navigation)
  2. Enter your OpenAI API key
  3. Select your preferred model (GPT-4o Mini recommended)
  4. Enable AI features with the toggle

Generating a Playbook with AI

  1. Open the Playbook Builder
  2. Click "Generate with AI"
  3. Describe your scenario (e.g., "Ransomware attack response")
  4. Optionally select a category
  5. Click "Generate Playbook"
  6. Review and customize the generated playbook
  7. Save when ready

Tips for Better AI Results

  • Be specific about the incident type
  • Mention any compliance requirements
  • Include context about your environment
  • The more detail you provide, the better the results

API Key Security

Your API key is stored locally in your browser and is never sent to our servers. API calls go directly from your browser to OpenAI.

Exporting & Reporting

View Report

Click "View Report" while working on a playbook to see:

  • Formatted markdown view of all tasks
  • Checked tasks marked with [x]
  • Unchecked tasks marked with [ ]
  • All artifacts included
  • Print-friendly format

Export to Markdown

  1. Click "Export Markdown" in the playbook viewer
  2. Choose format:
    • Standard - Task list only
    • With Evidence - Includes artifacts
    • Detailed - Includes metadata, timer, artifacts
  3. File downloads as .md

Saved Exports

Exports are automatically saved to your browser. View them in the Exports page (document icon in navigation).

Use Cases

  • Incident Reports - Export with evidence for post-mortem
  • Audit Documentation - Share with auditors
  • Team Handoff - Document progress for next shift
  • Compliance Evidence - Archive completed checklists

Search & Filtering

Global Search

Press Cmd/Ctrl + K or click the search bar to open global search:

  • Searches playbook titles and subtitles
  • Results update as you type
  • Works across all sections

Filter by Category

Click category buttons to filter:

  • All - Show everything
  • Favorites - Show only favorites
  • Security, Infrastructure, Networking, etc. - Filter by category

View Modes

Toggle between Grid and List view:

  • Grid View - Card layout with full details
  • List View - Compact list for quick scanning

Your preference is saved automatically.

Data Management

Where is my data stored?

All your data is stored locally in your browser using IndexedDB. This means:

  • Your data never leaves your device
  • No account or login required
  • Data persists across browser sessions
  • Data is tied to this browser/device

Export All Data

Go to Settings and click "Export All Data" to download a JSON backup of all your playbooks, exports, and settings.

Import Data

Use "Import Data" in Settings to restore from a previously exported backup.

Clear All Data

Use "Clear All Data" in Settings to permanently delete all stored data. This cannot be undone.

Important Notes

  • Clearing browser data will delete your playbooks
  • Use the Export feature to create backups
  • Data is not synced between devices

Tips & Best Practices

Organizing Playbooks

  • Use favorites for frequently used playbooks
  • Assign appropriate categories for easy filtering
  • Create playbook variants for different scenarios
  • Keep titles descriptive and consistent

During Incidents

  • Start the timer to track incident duration
  • Add artifacts as you discover them
  • Skip irrelevant tasks rather than deleting
  • Export with evidence when incident is complete

For Compliance

  • Note framework references in artifacts
  • Export detailed reports for audit trail
  • Keep playbooks up-to-date with framework changes
  • Use AI to generate compliance-focused playbooks

Backup Your Data

  • Regularly export your data as backup
  • Store backups in a safe location
  • Test importing backups occasionally

Mobile Usage

  • Dashboard is fully responsive
  • Floating action button (+) for quick playbook creation
  • All features work on mobile browsers