How to Create a Playbook

playbook and component runs use platform timeout defaults (4 hours total from start, extended by up to 1 hour per period of job activity) individual connector and native actions time out after 15 minutes see timeouts and limits # for details playbook action input and outputs are limited to 20mib you should always narrow data down as much as possible for playbook and action performance how to create a playbook use this topic to create a playbook on the canvas by dragging triggers and actions for natural language creation and changes, see create and modify playbooks with hero ai https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/tmmnjglc0e9lipo37kzpb for playbooks, the canvas, and the data model, see playbooks overview https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/dp agnnne2mjjfgtv2lz5 choose your path i want to… go to create a playbook manually on the canvas create a new playbook manually /#create a new playbook manually build or change flows with hero ai (text to playbook) create and modify playbooks with hero ai https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/tmmnjglc0e9lipo37kzpb see what the playbook generator agent can do playbook generator agent reference https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/3jkvn5yplm u06tfjhiac enable, publish, or submit a playbook enable and disable playbooks https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/zkezmazes lkayvekbb8s , publish playbooks https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/ydkkfw8qmknmo6qam06o0 , or submit to swimlane https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/rsmpoik8fraitn3n0fi0k organise actions and flows on the canvas organising playbook in the canvas https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/ds geaogh 2ujxg roys review action count, timeout, and structural limits timeouts and limits # configure triggers triggers https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/sedgthtxrzuohzsuvhad4 add connectors, components, or ai agents to a playbook install connectors, components, and ai agents to a playbook docid s0kh8tikl485s7qwsq7m create a new playbook manually from the navigation menu, click orchestration click playbooks from the playbooks home page task bar, click the plus menu icon, and then select create a new playbook in new playbook window, enter a name for the playbook and (optionally) a description , and then click save the playbook opens add a trigger https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/sedgthtxrzuohzsuvhad4 and actions from the add panel for canvas layout, see organising playbook in the canvas https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/ds geaogh 2ujxg roys install connectors, components, and ai agents to a playbook docid s0kh8tikl485s7qwsq7m connect actions to define the flow enable the playbook when you are ready to run it configure action inputs and outputs as needed in the action configuration panel test the playbook from the canvas using the test console # if you want to import swimlane solution package files ( ssp files), see import swimlane solution packages # trigger types trigger type topic flow event flow event trigger https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/7f7wq vukmtkdvanqilv6 playbook button playbook button triggers https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/dptsg wedhn7c1besykr9 record event record event triggers https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/srdglavepyy1q ywleu9m schedule schedule triggers https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/gvxozitxe2rrvlvelmrav webhook using webhook triggers in swimlane turbine https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/be3ikvbsy hvvndx3 ruu enabled playbook toggle to view details about how to enable or disable a playbook, see enable and disable playbooks https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/zkezmazes lkayvekbb8s publish and manage playbooks publish playbooks https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/ydkkfw8qmknmo6qam06o0 submit to swimlane https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/rsmpoik8fraitn3n0fi0k see also create and modify playbooks with hero ai https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/tmmnjglc0e9lipo37kzpb playbooks overview https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/dp agnnne2mjjfgtv2lz5 timeouts and limits # organising playbook in the canvas https //app archbee com/docs/wdlpsa7glls1ghfgxbo9d/ds geaogh 2ujxg roys