Welcome to Playbooks—a source of truth for everything you uncover about your brand while using Motion. Your team can add Notes to your Playbook whenever they get inspired, find something surprising, or want to save something for later.
So long, monthly slide decks that no one opens ever again. 👋
Where to find your Playbook
Your Playbook is always available in your left-hand sidebar. Each workspace has its own dedicated Playbook.
Playbook Overview
Brand details (1)
Your brand details include your brand name and website domain - these are both automatically added when you create a new workspace in Motion but you can manually change them.
Brand description (2)
An AI-generated summary of who your brand serves and what makes it unique based on your website. This can also be manually updated.
Saved entries (3)
This is where you'll find all of the Notes created by you and your team from newest to oldest.
If the Note was created via Creative Insights, clicking on the entry will open that same view.
If the Note was added via snapshot, the entry will include the link.
When Notes are no longer useful, you can delete them with the 3 dots in the top right of the entry.
Awaiting review (4)
More to come for this section soon! We're working on pushing automated suggestions from Expert Agents for some extra help.
If you haven't already joined the waitlist for Expert Agents, sign up right here.
How to use your Playbook
We've been saying "save the notes you don't want to lose" but what does that mean? What kind of notes are we talking about?
Here are some suggestions from Motion's creative strategy pros:
Treat it like an idea board that you review with your boss once a week to prioritize what you add to your creative pipeline.
Or, if you're more senior, set this up as a recurring task for yourself to turn your notes into pipeline items.
Use it to bookmark topics for your monthly reports. It's an easy way to track what you noticed throughout the month when you're summarizing trends.
Use it to highlight things you're noticing and ask your team to review each others' notes so you're all on the same page.
How to add Notes
When you (or someone on your team) has a lightbulb moment while working in Motion, you'll want to add a Note to your Playbook so you don't lose track of it.
Here are some examples:
You have a great idea for how to iterate on one of your top ads from the last few weeks.
A new designer is starting next month, and you want to save some high-performing ads to help them get started.
You're starting to see a trend that should be covered in your monthly creative review, but you are waiting for more results to come in.
And, anyone on your team can create a Note and save it to your Playbook, so it's a great idea to regularly review all the notes that your team adds to stay on the same page.
Adding a Note from Creative Insights
When you're viewing a report and open Creative Insights, you can click the 'Notes' section to add new Notes or review existing ones.
Enter the details of your new note (example: great hook but low click-through, let's rework this CTA at 00:07) and save it as a 'Learning' or an 'Opportunity'.
Opportunities are new ideas, concepts, creative sparks, or anything that you want to be proactive about in your creative strategy.
Learnings are about context, insight, reflection, or anything that you think will be important to remember later on.
Having said that, you and your team should use these categories however they work best for you.
Last point: Your saved Notes will include the filters you applied to your specific report when it was created, which can be really helpful when you're reviewing your Playbook later on.
Pro tip: You can quickly add a Note directly from the thumbnail preview, rather than opening Creative Insights. But you won't see other notes from this view.
Sharing a snapshot (and adding it to your Playbook)
Snapshots are great for sharing reports, data, and insight with clients or the rest of your team. To make sure you keep track of all that important info, you can choose to add your snapshots to your Playbook when you create one.
When you've got a report ready, click 'Share report' in the top right, enter the details or comments, and check off 'Add to Playbook'.
If you take this optional step, you'll want to set your snapshot as an 'Opportunity' or as a 'Learning' (same as above).