> For a complete page index, fetch https://developer.close.com/llms.txt

# Playbooks

<Note>
The Playbooks API is currently in beta and not yet available to all
organizations.
</Note>

Playbooks are reusable templates that standardize how your team
conducts calls and meetings. Each Playbook defines a structured
workflow including a name, description, optional AI summary guidance,
linked [Custom Fields](/resources/custom-fields/shared-custom-fields/), and linked [Outcomes](/resources/outcomes/).
When a Playbook is assigned to a [Call](/resources/activities/call/) or [Meeting](/resources/activities/meeting/), the associated Custom
Fields and Outcomes become available for that activity, helping your
team capture consistent, structured data.

Playbooks can be archived when no longer needed and restored later.
Organizations can have up to **50 active** Playbooks and **100 total**
(active + archived).

Creating, updating, deleting, archiving, and unarchiving Playbooks
requires the **Manage Customizations** permission.