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.
Related
- Templates — reference syntax and behaviour
- Static Workflow Configuration — playbook or registry default
- Notes — persistent data, versioned the same way