Running Playbooks Release version: Australia Updated March 12, 2026 1 minute to readUsing Playbooks as an agent or fulfiller. About Playbook ExperienceInteract with a business workflow in real time from within Workspace. Agents can use Playbook Experience to update records, upload attachments, and complete tasks across multiple workflow activities.Add an activity to a playbookAdd preselected optional activities to a Playbook Experience if available.Testing support for playbooksThe Automated Test Framework (ATF) can be used to create automated tests to confirm your playbooks run as planned.Restart a playbookRestart a playbook from the beginning, an activity, or a stage.Cancel a playbookCancel a playbook to stop a business workflow when no longer valid.Open full lists within a playbookOpen a full list within playbook cards to view and update list items.Using activity stream within a playbookUse activity stream within a playbook to add comments or notes, and view communication and task history for the parent or associated record.
Running Playbooks Release version: Australia Updated March 12, 2026 1 minute to readUsing Playbooks as an agent or fulfiller. About Playbook ExperienceInteract with a business workflow in real time from within Workspace. Agents can use Playbook Experience to update records, upload attachments, and complete tasks across multiple workflow activities.Add an activity to a playbookAdd preselected optional activities to a Playbook Experience if available.Testing support for playbooksThe Automated Test Framework (ATF) can be used to create automated tests to confirm your playbooks run as planned.Restart a playbookRestart a playbook from the beginning, an activity, or a stage.Cancel a playbookCancel a playbook to stop a business workflow when no longer valid.Open full lists within a playbookOpen a full list within playbook cards to view and update list items.Using activity stream within a playbookUse activity stream within a playbook to add comments or notes, and view communication and task history for the parent or associated record.