Creating Playbook with data imported

[stanty]

Is there a way to import data from Excel OR use an existing data from a table and create Playbook stages and activities without Now Assist?

[MC30]

Hi @stanty ,

You can create Playbooks manually using Process Automation Designer and configure stages and activities using existing table data, but if you want AI-assisted generation from existing records or field history, you'd need Now Assist.

If my response helped, please mark it correct or Helpful.

Regards,

Madhuri