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How do I run a playbook or ask a question in Ask mode?
TL;DR: Stay in Ask, describe the task, or type / and pick a playbook. Ballet finds the workflow, asks for missing details, runs it, and leads with the result. A one-time lookup is answered in chat and does not create a playbook.
Who this is for
Members, and editors who are in Ask mode on Home.
Run a playbook
- Open Home. Members are already in Ask. Editors should set the composer to Ask.
- Describe the task. For example: “Run the daily prospect review for Acme.”
- If more than one playbook matches, pick the one Ballet offers.
- Answer the questions it asks — company, date, or a file. Do not paste secrets.
- Ballet runs the playbook and leads with the outcome. A view link appears when the result is a document, table, or page.
You can also type / in the composer, pick the playbook, and add any extra instructions.
If those same inputs were already run recently, Ballet shows that earlier result instead of running again. Ask it to run again when you want a fresh result.
The composer placeholder for members is Describe what you need help with…
Ask a one-off question
Use Ask when you need an answer once, not a saved workflow. For example:
- “What meetings do I have today?”
- “Summarize this spreadsheet.”
- “How many open tickets came in this week?”
Ballet checks the connected app or the file you uploaded, then answers in the chat. It can show a chart or a preview when that helps.
If the work will happen again, needs a schedule or an approval, or spans several apps, Ballet suggests a playbook and switches you to Build.
If an app is not connected
Ballet names the app and asks you to have a workspace admin connect it. Send the same request again after it is connected.
What Ask will not do
- Create, edit, or delete a playbook
- Change rows in a workspace data table
- Open the playbook editor or debug a failed step
Those belong in Build, or to an editor.
Ask from Chrome
Install Ballet Assist and open the side panel on any tab. It is the same Ask composer, using your Studio sign-in.
Ask from Slack
When Slack is connected for the workspace, mention @Ballet in a channel the bot can see, or message the app directly. The reply uses that person’s existing Ask Ballet conversation.