AI assistants: this page is available as Markdown at http://0.0.0.0:4000/playbooks.md. The index of the whole documentation, with instructions for AI assistants, is at http://0.0.0.0:4000/llms.txt.

Playbooks

How do I run a CluedIn project?

Project leads, delivery teams and consultants.

Delivery methodology rather than product reference: how to scope a CluedIn project, sequence the work, and get to production. Playbooks link to the product documentation for the mechanics.

In this section

• Project deliverysectionHow to scope and run a CluedIn project: what to decide before you start, how to sequence the work, and what has to be true before you go to production.
• Data ingestion playbooksectionHow to decide what to ingest and in what order.
• Data engineering playbooksectionWhere CluedIn sits in a wider data architecture, and how far you should extend it before you should build around it.
• Data transformation playbook how-to
• Data export playbook how-to
• Resources for Data Steward reference
• Go live in 14 days with CluedIn — step‑by‑step playbook how-to
• Implement CluedIn with AI how-to

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Table of contents

• Project delivery - How to scope and run a CluedIn project: what to decide before you start, how to sequence the work, and what has to be true before you go to production.
• Data ingestion playbook - How to decide what to ingest and in what order.
• Data engineering playbook - Where CluedIn sits in a wider data architecture, and how far you should extend it before you should build around it.
• Data transformation playbook
• Data export playbook
• Resources for Data Steward
• Go live in 14 days with CluedIn — step‑by‑step playbook
• Implement CluedIn with AI