---
title: How to Create a Playbook
slug: turbine-user-guide/how-to-create-a-playbook
docTags: 
createdAt: 2025-08-11T11:13:46.000Z
---

# 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](docId\:TmMNjGlC0e9lIPO37KZPB). For playbooks, the canvas, and the data model, see [Playbooks Overview](docId\:Dp-AGNnnE2MJJFGtV2LZ5).

## Choose Your Path

| I want to…                                             | Go to                                                                                                                                                                  |
| ------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Create a playbook manually on the canvas               | [Create a New Playbook Manually](docId:0-KvG5p4LTHw75ItmpUWp)                                                                                                          |
| Build or change flows with Hero AI (Text to Playbook)  | [Create and Modify Playbooks with Hero AI](docId\:TmMNjGlC0e9lIPO37KZPB)                                                                                               |
| See what the Playbook Generator Agent can do           | [Playbook Generator Agent Reference](docId:3JkvN5yplM_U06tfjHiAC)                                                                                                      |
| Enable, publish, or submit a playbook                  | [Enable and Disable Playbooks](docId\:zKeZMAzes_LkAYVeKBB8s), [Publish Playbooks](docId\:ydKkfw8QMkNmO6QAM06O0), or [Submit to Swimlane](docId\:RSMpOIk8frAItN3N0Fi0k) |
| Confirm a playbook run completed                       | [Playbook Runs](docId\:e7dohc9T1Asf9KLsPuvlk)                                                                                                                          |
| Organise actions and flows on the canvas               | [Organizing Playbook in the Canvas](docId\:ds_geaoGH--2ujXg-ROYS)                                                                                                      |
| Review action count, timeout, and structural limits    | [Timeouts and Limits](docId:3OfEvWJNekRk_DSSCBqnx)                                                                                                                     |
| Configure triggers                                     | [Triggers](docId\: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

1. From the navigation menu, click **ORCHESTRATION**.
2. Click **Playbooks**.

   ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/rLys4TwhXrS5tauoSZuZ1_click-playbooks.png" size="32" width="800" height="1368" darkWidth="800" darkHeight="1368" position="center" showCaption="false"}
3. From the Playbooks home page task bar, click the plus menu icon, and then select **Create a new playbook**.
4. In **New Playbook** window, enter a **Name** for the playbook and (optionally) a **description**, and then click **Save**.

   ::Image[]{src="https://api.archbee.com/api/optimize/511c8QBH-VHiwWnyzIwUb/VcWI73jasTdCRS_nKgNjF_create-playbook.png" size="30" width="800" height="746" darkWidth="800" darkHeight="746" position="center" showCaption="false"}

:::Paragraph{indent="1"}
The playbook opens.
:::

5. Add a [Triggers](docId\:SEDgtHtXrZuOHZSUvHAD4) and actions from the **Add panel**. For canvas layout, see [Organizing Playbook in the Canvas](docId\:ds_geaoGH--2ujXg-ROYS).
6. [Install Connectors, Components, and AI Agents to a Playbook](docId:-S0Kh8tIKL485s7qwsQ7M)
7. Connect actions to define the flow.
8. Enable the playbook when you are ready to run it.
9. Configure action **inputs** and **outputs** as needed in the action configuration panel.
10. Test the playbook from the canvas using the [Test Console](docId:1D0fiftjsdox88PVpK5fS).
11. Open [Playbook Runs](docId\:e7dohc9T1Asf9KLsPuvlk) and confirm the run completed.

:::hint{type="danger"}
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](docId:3OfEvWJNekRk_DSSCBqnx) for details.
:::

:::hint{type="danger"}
Playbook action input and outputs are limited to 20MiB. You should always narrow data down as much as possible for playbook and action performance.
:::

If you want to import Swimlane Solution Package files (.ssp files), see [Import Swimlane Solution Packages](docId\:iNUD2C-loASyYC1RptbrR).

### Trigger Types

| Trigger type    | Topic                                                                      |
| --------------- | -------------------------------------------------------------------------- |
| Flow event      | [Flow Event Trigger](docId:7f7WQ-VukMTKDVaNqilV6)                          |
| Playbook button | [Playbook Button Triggers](docId\:DptSg-WedhN7C1BESYKR9)                   |
| Record event    | [Record Event Triggers](docId\:srdGlaVePYY1q_YwLEu9m)                      |
| Schedule        | [Schedule Triggers](docId\:gVXozItxe2rrVlveLMRAV)                          |
| Webhook         | [Using Webhook Triggers in Swimlane Turbine](docId\:BE3iKVBsY_HVvNdx3_rUU) |

## Enabled Playbook Toggle

To view details about how to enable or disable a playbook, see [Enable and Disable Playbooks](docId\:zKeZMAzes_LkAYVeKBB8s).

## Publish and Manage Playbooks

- [Publish Playbooks](docId\:ydKkfw8QMkNmO6QAM06O0)
- [Submit to Swimlane](docId\:RSMpOIk8frAItN3N0Fi0k)

## See Also

- [Create and Modify Playbooks with Hero AI](docId\:TmMNjGlC0e9lIPO37KZPB)
- [Playbooks Overview](docId\:Dp-AGNnnE2MJJFGtV2LZ5)
- [Timeouts and Limits](docId:3OfEvWJNekRk_DSSCBqnx)
- [Playbook Runs](docId\:e7dohc9T1Asf9KLsPuvlk)
- [Organizing Playbook in the Canvas](docId\:ds_geaoGH--2ujXg-ROYS)