Create internal documentation, checklists, and SOPs directly in Shopify Admin and POS. Train staff, track tasks, and run your store like a pro.
See how Shopify merchants use Playbook to document processes, assign tasks, and keep their teams aligned.
Build checklists, assign tasks to team members, set due dates, and track completion — all inside Shopify Admin.
Playbook keeps your processes, training, and checklists right where you already work — inside Shopify.
Playbook Pages are organized, searchable, and always accessible to your team — right inside Shopify Admin. An easy-to-read dashboard keeps you up to date on recent comments and checklist progress.
Create beautiful, structured documentation using Shopify's familiar editor. Embed videos, add images, build tables — everything you need to document your processes clearly.
Attach an interactive checklist to any Playbook Page. Track who completed each item, when it was done, and stay on top of every task — no more wondering what's been handled.
Arrange your pages exactly how you want them. Color-coded tags let you filter by campaign, department, or project so your team can find exactly what they need, fast.
Keep conversations tied to context. Leave notes, ask questions, and collaborate directly on any Playbook Page — no Slack threads, no lost emails, no separate tools.
From web agencies handing off client documentation, to retail managers sharing knowledge on the shop floor — Playbook is designed for the whole team. All pages are internal-only and never visible to customers.
No new logins, no new tools. Playbook lives inside the Shopify interface you already know.
Add Playbook to your Shopify store in one click. No configuration, no setup headaches. Start with the free plan instantly.
Use the familiar Shopify editor to write documentation, build a checklist, or draft your first SOP. Publish in seconds.
Share pages with your Shopify staff — admin users and POS staff. Assign tasks, add comments, and track completion.
With processes documented and checklists tracked, your team stays aligned and nothing falls through the cracks.
Real merchants share how Playbook changed the way their teams operate.
We started out using this app as a task list for website updates, but it has completely evolved. We now have our marketing person adding monthly recaps with clean visuals for KPIs all in one place. We even started using it to create Product Drop templates to ensure our product data and media are consistent.
The team uses it to plan Klaviyo Campaigns, Discounts with QA checklists, and share Brand Guidelines. It's easy to assign tasks to team members and give them due dates which holds us more accountable to tasks and quarterly goals. Highly recommend to any company.
Start free forever. Upgrade when your team is ready to scale.
Join Shopify merchants who use Playbook to document, delegate, and execute — all from inside Shopify Admin.