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.

On the canvas, Turbine stores playbook information in two layers. Understanding both layers explains what Save updates and why some changes appear only after you save from the canvas editor.

Saving from the canvas editor can update both layers:

When you create a playbook from ORCHESTRATION > Playbooks and open the classic playbook editor, you usually work with a single flow stored as one playbook document. That path does not use a separate builder playbook container in the same way as a multi-flow canvas playbook.

For creating playbooks, see How to Create a PlaybookHow to Create a Playbook (manual) or Create and Modify Playbooks with Hero AICreate and Modify Playbooks with Hero AI (Text to Playbook).

The Playbook Listing page provides a centralized view of all playbooks in your environment. From this page, you can search for playbooks, apply filters to narrow the results, review playbook details, and perform common management actions.

Navigate to ORCHESTRATION > Playbooks to access the Playbook Listing page.

Use the Search bar in the upper-right corner of the page to quickly locate playbooks.

You can search by:

The playbook list updates to display matching results as you type.

Use the filters at the top of the page to narrow the list of playbooks.

The Created filter displays playbooks based on when they were created.

Select one of the available relative time ranges, including:

You can also select Custom range to specify a start date and end date. After selecting a range, click Apply to update the list.

The Created By filter displays playbooks created by specific users.

You can:

The playbook list updates after your selection.

The Last Updated filter works the same way as the Created filter. Filter playbooks based on when they were last modified by selecting a predefined relative time range or a custom date range, then click Apply.

The Last Updated By filter works the same way as the Created By filter. Search for one or more users and select them to display playbooks last updated by those users.

Use the Last Run filter to display playbooks based on when they were most recently executed. Select a predefined relative time range or choose Custom range, then click Apply.

Click the Last Updated column heading to sort the playbook list by the date the playbooks were last modified. Click the column heading again to reverse the sort order.

The Playbook Listing page displays the following information for each playbook.

Each playbook includes a More options (⋮) menu that provides additional management actions.

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.

Use the Add panel to search and drag items into the canvas:

Flows use connectors to control execution between actions:

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 FlowsFlows.

The right-hand panel shows playbook details such as the name and description. Close the panel (X) to free up more canvas space.

Use the Test Console to run end-to-end tests of your playbook flows. For details, see Test Console.

Canvas playbooks do not enforce a fixed maximum number of actions. Run timeouts, action timeouts, loop nesting, and data size limits apply during design and execution. For the full reference, see Timeouts and Limits.