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Playbook is how your organization’s knowledge gets into Tempo. You add sources, such as your sales methodology, product reference material, and competitive positioning, and Tempo uses them to ground the answers it gives your team. Without Playbook, Tempo knows your deals. With it, Tempo knows your deals and how your company sells.

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What it changes

Once approved sources exist, they show up throughout Tempo:
  • Strategy answers reference your methodology rather than generic sales advice
  • Stage and qualification questions answer from your actual stage criteria
  • Competitive questions answer from your positioning, not the model’s guess
  • Skills that search the Playbook, such as account briefs and pipeline reviews, ground their output in it

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Where to find it

Playbook has two surfaces, and both reach the same sources.
  • Web app: click Playbook under Team in the left sidebar. The Summary tab shows Tempo’s generated summary of your playbook by domain. The Artifacts tab lists every source. Click Add Artifacts to add sources as uploaded files or linked Notion pages. Only organization admins can add or change sources.
  • MCP: add, tag, approve, and maintain sources in plain language from a connected AI platform. MCP accepts pasted text only, so files go through the web app.
Managing sources covers both paths.

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Sources

A Playbook artifact is a piece of organization knowledge, tagged so Tempo knows how to use it. Each one has:
  • A perspective: what kind of document this is
  • One or more domains: what subject areas it covers
  • An approval state: Tempo uses a source only after it is approved

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Perspectives

competitor_reference and competitor_self_description are deliberately separate. Your battlecard and a competitor’s own marketing are different kinds of evidence, and Tempo weighs them differently.

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Domains

There are six domains, and a source can cover more than one.

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Approval

Tempo uses a source only after it is approved. Uploaded and pasted sources start unapproved. An admin approves them after processing completes. Notion-linked sources are approved when they are linked, because linking is the admin’s decision. Editing a source’s content or metadata clears its approval and restarts processing. An approved source cannot be quietly swapped for different content.

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The synthesized sales process

Once you have an approved sales_process source, Tempo synthesizes an organization-wide process overview covering methodology, stage criteria, qualification, CRM policy, operating policy, and messaging guidance. Your team can then ask process questions directly:
If no approved process source exists, Tempo says so rather than inventing an answer.

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Where to go next

Add a Playbook artifact

Add, tag, approve, and maintain sources.