The Playbook

The Playbook is a catalogue of named routines — things you can ask VERA for, in your own words, that come back in the same shape every time.

These aren't scripts. You don't have to memorise any particular phrase. Each play shows you the situation, two or three natural-language examples, and what VERA hands back — so you learn the shape of the intent, not the magic words.

The point is repetition. If the Monday Portfolio Read comes back in the same columns, in the same order, every Monday, you can watch the trends. That's what makes this different from asking a chatbot a one-off question. Named. Stable. Repeatable.

The shape-stability contract

Once a play is published here, its output shape is a contract. Columns, column order, and grouping stay stable across weeks so you can trend the output over time. If a play's shape needs to change, we version it and note the change at the top of the page.

Plays by cadence

Daily

• End-of-day wrap — a team member's 5pm self-check

Weekly

• My week at a glance — a team member's Monday-morning start
• Monday portfolio read — the PM's weekly ritual
• Retainer burn check — is anything quietly losing money?
• Team availability for the next two weeks — can we take that new project?
• OOO coordination for the week ahead — who's out and what needs covering?

Monthly

• Month-end margin review — the owner's P&L read
• Client summary for a review meeting — before you sit down with a client

Ad hoc

• Project health probe — one project, everything that matters
• Unresolved items sweep — what's waiting on a decision?

A note on role gating

Every play notes who can run it. VERA enforces role permissions at the data layer — a User running a play that includes cost figures will simply not see those columns. The shape of the output adapts to who's asking.