Most recruiters carry their playbook in their head: the titles they search, the companies they never touch, the questions they ask at intake, the fields they fill in the CRM. That works until you hand work to a colleague or an AI assistant, and they get it wrong because nobody wrote it down.
This builder walks you through eight short steps and turns your answers into one page you can copy, print or paste into a ChatGPT, Claude or Grok project, so the assistant follows your rules without you repeating them.
Build your recruiting playbook
Eight short steps. Fill in what you know, skip what you do not, and get a playbook you can copy, print or paste into a ChatGPT, Claude or Grok project. Your answers stay in this browser.
Nothing you type leaves this browser. It is saved on this device so you can come back later; use Clear all on a shared computer.
How it works
- Work through the eight steps in any order. Skip anything that does not apply; the playbook marks it as not filled in.
- Tap Load example to see a finished agency playbook, then edit it into your own.
- Tap Build my playbook to see the result. Copy it as plain text or print it, which also lets you save it as a PDF.
- Your answers are saved in this browser, so you can come back and update the playbook as your desk changes.
What goes into the playbook
| Section | Why it matters |
|---|---|
| Job title variants | The same job goes by many names. The builder turns your titles, must have skills and excluded titles into a Boolean string you can reuse. |
| Exclusion lists | Clients, off limits companies and people who asked not to be contacted, written down once so neither you nor an AI tool forgets. |
| Ideal candidate and client profiles | What good looks like, dealbreakers, where to find people and, for agency desks, which companies you want to work for. |
| Intake brief | The questions you ask at every intake meeting, as a template you can reuse. |
| AI spend and data limits | A monthly budget, a weekly cap on contact lookups, who approves more and your rules for candidate data. |
| CRM fields and stages | The fields every record needs and your pipeline stages, so reports and automations work. |
| Weekly routine | What happens on which day, so sourcing, outreach, business development and clean up all get time. |
Frequently asked questions
What is a recruiting playbook?
A written set of the rules and habits behind your desk: who you search for, who you never contact, how you run intake, what you record and how your week runs. It keeps your work consistent and makes it easy to hand tasks to a colleague or an AI assistant.
How do I use the playbook with ChatGPT, Claude or Grok?
Copy it as text and paste it into the instructions of a project. Every chat in that project then follows your titles, exclusions and rules. It also makes a good standing instruction for an AI teammate such as Grok Bot. The projects lesson in the AI Recruiting Academy walks through the setup.
Should candidate details go in the playbook?
No. Keep it to rules, lists of companies and profiles of the kind of person you want. Named candidates belong in your ATS or CRM, not in a document you paste into AI tools.
Is my playbook stored?
Only in your own browser, so you can come back to it. Nothing is sent to Work Insiders and there is no account. Use Clear all if you are on a shared computer.
Put the playbook to work: copy ready prompts in the prompt library, scheduled workflows in the automation recipes, and a week by week plan in your first 8 weeks with AI. Sharpen the Boolean string with the Boolean search builder.