Using Vythos

Add a rule

Open Playbook and choose Add rule. There are two ways to name a document, and the rest of the card is the same either way.

Paste a link

Copy the document's URL from your browser's address bar or its Share button, and paste it in. Vythos understands:

Link	Example
Google Doc	https://docs.google.com/document/d/…/edit
Google Sheet	https://docs.google.com/spreadsheets/d/…/edit#gid=0
Google Slides	https://docs.google.com/presentation/d/…/edit
A file in Drive	https://drive.google.com/file/d/…/view
Notion page	https://www.notion.so/Rate-Card-2026-1a2b3c… or a notion.site link

You'll need the relevant source connected first, because Vythos reads the document with your access. A link to a folder is refused, with a note telling you to open the file inside it.

Choose from your sources

Browse instead of pasting:

• Google Drive — My Drive and Shared with me, with folders, breadcrumbs and a search box that looks up files by name. Files already in your Playbook are marked, and files in formats Vythos can't read are shown greyed with the reason.
• Notion — your pages, searchable.
• Your uploads — everything you've uploaded, from the Sources page or during setup.

Very large folders are listed up to a limit and say so; use search rather than scrolling.

The card

Once a document is chosen, Vythos reads it and shows one card.

What it governs — the category. Only the categories you're allowed to add rules to are offered.

Which client is it for? — Every client for a house rule, or one client. You can add a new client here without leaving the card. This field is about whose work the rule governs; it has nothing to do with who may see it. See Clients and scope.

The values Vythos read — any figures it recognised. Tick These values are right only if they are, and only if they mean what their labels say. See Values.

Replaces — appears when something else is already in force that this document might supersede:

• Also a pricing rule for every client — both can stay in force. Tick the ones this replaces, if this is the newer version.
• Already a rule with the same name, from another file — you must decide. Vythos won't let a same-named document quietly take over from another file.

Read the document — the exact text Vythos took from the file. Worth opening the first time you add a document of a given kind, particularly a PDF or a spreadsheet, to check that what matters came through.

Then Add to Playbook. The rule appears at version 1.

Who can add rules

The workspace owner. The Playbook page is the owner's, so a teammate has nowhere to add one — and the access levels you can give them say as much where you choose them. If a teammate has a document that should be a rule, they send it to you and you add it. See Your team and their access.

When something goes wrong

What you see	What it means
That's a folder. Open the file inside it and copy that link.	You pasted a folder link
Vythos reads links to Google Drive files and Notion pages.	The link isn't one Vythos recognises — check you copied the whole URL
Google Drive isn't connected. Connect it in Sources first.	Connect the source, then try again
Vythos can't open that file with your Google account.	The file isn't shared with the account you connected
'…' is in the bin in Google Drive.	Restore it, or pick another file
Vythos does not read Google … / a format refusal	See File formats
'…' is empty.	There's no text to read — a scanned PDF, or an empty document
This document is already a rule.	The same file is already in your Playbook. To move it to another category, add it again and choose the new one
The document has changed since you checked its values — look again	Someone edited the file while the card was open. Reopen it so you confirm what it says now

After adding

• The rule appears on the Playbook under its category.
• Vythos begins following the document — about every ten minutes. See Update a rule.
• Your team and their AI tools get it immediately, within the limits of their access.