Navigate the Playbooks page.
The Playbooks page is organized to help easily access and utilize playbooks specific to your use cases. It contains two main sections, key playbook details on the top and a table listing all the playbooks in your Org repository on the bottom.
Playbook status
Playbook statuses enable tracking the progress of automation tasks and identifying any issues or delays. If needed, you can then take corrective actions to ensure smooth workflow execution and operational efficiency. The status includes how many playbooks:
Are in your Org repository
Are enabled
Are active
Are using an automation rule
Are used as sub-playbooks
Ran in the past week
The Org repository table
The playbooks listed in the Org repository table have been either adopted by or built by your organization. The table shows high level details about the playbooks, including:
Playbook name
Description
Status
Source
Enabled and disabled automation rules associated with the playbook
How many playbooks it serves as a sub-playbook in
Last updated
Updated by
The content pack the playbook is a part of
Playbook tags
When you right-click a specific playbook, you can choose to open it in the editor, duplicate, disable, download, or remove it.
Playbooks in your Org Playbooks can be triggered to run by automation rules or can be manually run on one or more issues.
Playbooks that you adopted are part of content packs. When a playbook is adopted, the content pack for that playbook is downloaded and appears in Marketplace. If you remove a playbook from your Org Playbooks, the content pack remains installed, but the playbook is no longer available for automation rules or manual runs.
Playbook Catalog
The Playbook Catalog contains all the playbooks available in Marketplace, organized by cards. You can search for a playbook, and the system also recommends playbooks based on name, tag, or description.
Clicking a card provides a preview of the playbook. If it is relevant for your use case, click Adopt this playbook to bring it into your Org repository and make it available to run.
Note
The library by default shows only playbooks that are not adopted. Click the Show Adopted checkbox to show the adopted playbooks, indicated by an Adopted mark.
The library shows the most updated playbook version. Adopting an older version than shown should be done through Marketplace.
Adopting a playbook does not make it run. Some content packs include recommended automation rules. When you configure automation rules, you can view the recommendations. See Create an automation rule.