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Playbooks

A playbook is named, reusable behaviour text — a review standard, a tone of voice, a definition of done. It lives in one place and a workflow node references it by name, so the same text serves several workflows and is edited once. Editing a playbook changes how the agent behaves without touching what the process does.

Referencing a playbook

A node names a playbook with {{playbook:name}} for your own, or {{playbook:@owner/name}} for another account’s published one. The reference works wherever a template is processed — a directive, a completion condition, a materialized file, the default of a registry variable — and resolves at every step, so a running process picks up an edit at its next step. When a playbook belongs in a directive and when in a registry default is described in Static Workflow Configuration.

A definition naming a playbook you cannot read is refused while editing, and a run naming one is refused before it is created. If a playbook becomes unreadable mid-run, the step continues with a visible placeholder and the run records that it ran without that text.

Web UI

Playbooks are managed on the Playbooks page, reachable from the sidebar:

  • Browse your playbooks with title, machine name, visibility and a preview of the current text
  • Create, edit and delete playbooks; the editor shows the reference a node would use
  • Version history: every save is a revision; open the history to read a past revision, see it beside the current one or as a line-by-line difference, and restore it — restoring writes a new revision carrying the older text
  • Publish a playbook so any signed-in user can read and reference it; only you can change it
  • When a playbook is read by processes that are running, the editor says how many before you save: the change reaches them at their next step

On the flow page, a step that names playbooks lists them under its details with a link to each: your own opens in the editor, another account’s published one opens read-only on the Playbooks page; a playbook you cannot read is marked as not available. On the run page, a step that ran without a playbook is listed on the Errors tab under its own heading, apart from errors — the process continued, but without that text.

MCP tool

The playbooks tool gives an agent the same operations: list, get (optionally a past revision or another account’s published playbook), save, delete, history, compare, restore and visibility. See the MCP Tools Reference.