Generate a playbook

  • Release version: Washingtondc
  • Updated March 7, 2024
  • 2 minutes to read

    • Provide text directions to Now Assist to generate a playbook outline with placeholder activities.

    Before you begin

    Learn how to write prompts to generate better playbooks. For more information, see Writing prompts and reviewing playbook outlines.

    Role required: now.assist.creator

    Procedure

    1. Navigate to All > Workflow Studio.
      The Workflow Studio landing page appears. Playbooks is shown by default, but you can toggle to flows, subflows, actions, and decisions.
    2. Open the New drop-down menu and select Playbook.
      The new playbook opens in a Workflow Studio tab. Build with Now Assist is the default method, but you can switch to Build from scratch.
    3. On the Build with Now Assist tab, fill in the following fields.
      Field Description
      Label Unique, user-facing name for your playbook. This name also appears to agents and fulfillers during runtime.
      Now Assist directions Directions for the playbook that you want outlined.
      Be precise and descriptive in the directions.

      • Describe each stage and activity in as much detail as you can.

      • Specify the order that stages and activities run in.

      • Specify if any stages or activities run at the same time.
      Application Application scope that you want your playbook to run in. Selecting Global lets your playbook run in any application scope. For more information, see Application scope.
    4. Select Build playbook with Now Assist.
      You can't edit directions after triggering the playbook generation.
    5. Optional: To view the prompt that was used to generate a playbook, navigate to More actions menu > Properties > General > Now Assist directions.
      Playbook properties in the More actions menu.

      Prompt that was used to generate a playbook.
    6. Review the generated playbook outline for accuracy.
    7. Optional: If the playbook outline doesn’t meet your requirements, try generating a new playbook outline and rephrasing your prompt according to Writing prompts and reviewing playbook outlines.
    8. Configure your trigger.
      For more information about triggers, see Configure your trigger.
    9. Configure placeholder activities by selecting the placeholder activity icon ( Placeholder activity icon.).
      1. Select a placeholder activity that you want to configure.
      2. Optional: Update the Label and Description, if needed.
      3. Under the Activity definition field, select the edit button (Edit icon in the playbook builder.).
        The activity picker is displayed.
      4. In the activity picker, search for the activity, subflow, or action to add.
        Note:
        Select the application first, and then the activity from the resulting list. For more information about subflows or actions, see subflow, or action.
      5. Select Save and Close.
        The placeholder activity changes to the activity that you selected.
      6. Reopen the activity and configure the activity inputs.
        For more information about common activities and their inputs, see Playbooks reference.
    10. Optional: If you don't see the activity that you want to add in the activity picker, create an activity definition.
      For more information, see create an activity definition.
    11. After you configure all your stages and activities, select Activate in the header.
      Activating your playbook publishes it so that it runs when triggered.
      Note:
      If you change your playbook after activating it, the system saves your changes but deactivates your playbook. You must select Activate again to publish any new changes to your playbook. For more information, see Playbook statuses and activation states.

    Result

    When your playbook's trigger conditions are met, your playbook runs. As a result, the system creates a Process Execution record and renders user-facing configurations for Playbook Experience. For an example of how to digitize a manual business process that renders as a playbook, see Design an automated process.

    What to do next

    Design the Playbook Experience for your agents and fulfillers.