Playbooks Overview

playbooks are a series of triggers, logic, and actions that automate a workflow a playbook can contain triggers, actions, native actions, components, assets, inputs, and outputs playbook architecture a playbook can have one or more flows each flow has exactly one trigger flows do not communicate with each other for details, see docid\ tc1sxptzq p 3tdunqzlj playbooks home page from orchestration > playbooks , you can search for playbooks by keyword filter by source, interface, or creator sort by last modified, last created, or alphabetical order enable/disable playbooks open playbook operations (export, duplicate, delete) playbook canvas basics the canvas is where you build playbooks using drag and drop actions, triggers, and reusable components it supports ai assistance, flow controls, and testing from the same workspace canvas layout add panel (left) browse and add triggers, actions, and components canvas (center) arrange actions and connect flows details panel (right) configure the selected trigger or action add panel use the add panel to search and drag items into the canvas docid\ krkfgjbkiuwgaqdcnlzug docid\ qug5k0u xtt24rwxryxo5 docid\ hsdwypxvptvhs9mzmuetc docid\ zz6tygeupkxd8tiv6vj32 flow connectors and direction flows use connectors to control execution between actions on success on failure on complete green connectors indicate success paths, while red connectors indicate failure paths the canvas uses a top down layout, so flows move from upstream (near the trigger) to downstream (later actions) for details, see docid\ tc1sxptzq p 3tdunqzlj playbook details panel the right hand panel shows playbook details such as the name and description close the panel (x) to free up more canvas space test console use the test console to run end to end tests of your playbook flows for details, see docid\ z n fzu9tdqmf3h5dkpxy