---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/it-business-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create and customize playbooks

# Create and customize playbooks {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Configure playbooks to customize demand workflows or create playbooks for your organization.

## Antes de Iniciar

Role required: admin

## Por Que e Quando Desempenhar Esta Tarefa

Next Experience for Demand Management includes two predefined playbooks available in Workflow Studio:

* Demand default
* AI playbook  
  Nota:  
  The AI playbook is available only when the AI Control Tower plugin is installed and the investment type of the demand is set to artificial intelligence.
{#playbooks-configuration-for-dmnd-wpc__ul_em5_vmv_j3c}These playbooks are ready to use without any additional configuration. Configure playbooks only when you must customize an existing playbook or create one for your organization's specific demand workflows.

In Next Experience for Demand Management, playbooks are triggered by record creation. A playbook is associated with demand records, and the Playbook page appears in the L-2 (level 2) menu when a demand meets the trigger
condition.

For more information on how to create or customize playbooks, see [Configuring Playbooks](https://www.servicenow.com/docs/access?context=setting-up-process-automation-designer&version=australia&pubname=australia-build-workflows&ft:locale=en-US)

## Procedimento

1. Navigate to Workflow StudioPlaybooks.
2. To customize an existing playbook or create one, create and configure the playbook according to your requirement.  
   * To activate a predefined playbook, select the required playbook and define an appropriate trigger condition. For more information, see [Activate Playbooks](https://www.servicenow.com/docs/access?context=activate-process-automation-designer&version=australia&pubname=australia-build-workflows&ft:locale=en-US) and [Triggers](https://www.servicenow.com/docs/access?context=process-automation-designer-triggers&version=australia&pubname=australia-build-workflows&ft:locale=en-US).
   * To create a playbook, select New. For more information, see [Create and configure playbooks](https://www.servicenow.com/docs/access?context=setting-up-process-automation-designer&version=australia&pubname=australia-build-workflows&ft:locale=en-US).
   * Multiple playbooks can be enabled at a time. Define trigger conditions so that each demand maps to only one playbook type. For more information, see [Create and configure playbooks](https://www.servicenow.com/docs/access?context=setting-up-process-automation-designer&version=australia&pubname=australia-build-workflows&ft:locale=en-US).
   {#playbooks-configuration-for-dmnd-wpc__ul_i51_snv_j3c}
**Conceitos relacionados**   

* [Playbooks in Next Experience for Demand Management](https://servicenow-prod.fluidtopics.net/hdz_dATVBYWQROxQSSWBCA "Playbooks in Next Experience for Demand Management provide a guided, structured approach to managing a demand from initiation to completion. Playbooks focus specifically on helping demand teams follow the standard demand life-cycle, confirming every demand progresses consistently and no critical steps are missed. You can define your playbooks according to your requirements.")  
**Tarefas relacionadas**   

* [Use Playbooks](https://servicenow-prod.fluidtopics.net/he1rhVODwqpr1qcNmKQ8mQ "Use a playbook to guide a demand through each stage of its life-cycle, from creating the initial brief to final approval and completion. Playbooks provide step-by-step activities within each stage, ensuring that all required information is captured and governance processes are followed.")  
**Referência relacionada**   

* [Demand default playbook stages and activities](https://servicenow-prod.fluidtopics.net/QcPLcowNnRWHGG3P7~TZow "The default demand playbook includes certain predefined stages and activities. These activities guide you through the demand life-cycle, from capturing the initial brief to completing the demand.")  
**Tópicos relacionados**   

* [Building Playbooks](https://www.servicenow.com/docs/access?context=building-a-process&version=australia&pubname=australia-build-workflows&ft:locale=en-US)
* [Designing Playbook Experience](https://www.servicenow.com/docs/access?context=playbook-experience-admins&version=australia&pubname=australia-build-workflows&ft:locale=en-US)