Key Features

Playbook Studio

Visual creation workflow for facilitators, service designers, and agencies. Produce, publish, and deploy repeatable, scalable playbooks.

SESSION 1 Workshop

Stakeholder Kickoff

Align on goals, constraints, success metrics and identify key assumptions to validate.

90 min 5–8 people
Brief Goals Meeting notes
SESSION 2 Workshop

User Research Synthesis

Review existing research, map personas, and surface unmet needs for the problem space.

60 min 3–5 people
Persona map Research findings
SESSION 3

Opportunity Mapping

Prioritize opportunities using an impact/effort matrix. Decide which bets to pursue.

75 min 4–6 people
Opportunity matrix Decision log
SESSION 4

Sprint Review & Next Steps

Present findings to leadership, get sign-off, and plan the next iteration cycle.

45 min 6–10 people
Slide deck Roadmap draft
For Creators

Visual creation workflow

Playbook Studio is the visual designer built for facilitators, service designers, and agencies who want to turn their methodology into executable, repeatable playbooks—without writing code or wrestling with templates.

Drag-and-drop phases, sessions, and activities. Define prep flows and agendas. Connect to your favourite tools. What you design is what gets deployed.

Produce
Visual canvas
Sessions & agendas
Activities & prep
Publish
Version control
Internal preview
Release when ready
Deploy
Choose audience
Marketplace listing
Playbook live
Workflow

Produce. Publish. Deploy.

A single workflow from creation to delivery. Produce your playbook in the visual canvas. Publish when it's ready—with versioning and control. Deploy to the teams, clients, or the entire Gleo ecosystem.

No more stitching decks and docs. One playbook definition powers prep, sessions, outcomes, and follow-through.

  • Produce — Visual canvas for phases, sessions, activities, and integrations
  • Publish — Version control, review, and release when ready
  • Deploy — Self-use, org-wide, or marketplace-ready for the full ecosystem
Scale

Repeatable. Scalable.

Build once. Run everywhere. Publish playbooks for personal use, roll them out organisation-wide, or share them across the full Gleo ecosystem.

Facilitators own their craft. Agencies productise their IP. Service designers ship methodologies that scale—without reinventing the wheel for every engagement.

Who can see this playbook?

Choose who has access after publishing

Private – Only you Only visible to you in your workspace
Company – Your organisation Available to all users in your org
Public – Marketplace Listed on the Gleo marketplace for all users
Audience

Built for creators

Playbook Studio is for anyone who designs and delivers structured ways of working.

  • Facilitators — Turn workshops and rituals into reusable playbooks
  • Service designers — Productise your methodology and deliver at scale
  • Agencies — Package your IP into repeatable, billable offerings
Integrations

Tools that enrich your workflow

Connect with the tools your teams already rely on - calendar apps, whiteboards, meetings, docs, and transcription tools all work seamlessly with Gleo.

Google Calendar Google Calendar
Calendar apps
Miro Mural Figma
Whiteboards
Zoom Google Meet Microsoft Teams
Meetings
Google Docs Notion
Docs
Supercut Loom
Transcripts

Join the early access list

Turn your methodology into an operating model.

Be among the first to experience Gleo.ai, the AI operating layer for professional services teams, forward deployed engineers, solutions architects, consultants and advisors.

  • Early access Be first to try new features and releases.
  • Shape the product Your feedback helps shape what we build.
  • Private & secure Your data stays private and never shared.
  • Direct support Get help from our team as you get started.

Trusted by consultants, advisors, solutions architects and professional services leaders