---
sourceDocument: Australia Build workflows
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/build-workflows

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Build workflows

ft:clusterId :

    - crworkflow

bundleId :

    - crworkflow

workflow :

    - Creator


---

# Running Playbook Experience

# Running Playbook Experience {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Interact with a business workflow in real-time from within Workspace. Agents can use Playbook Experience to update records, upload attachments, and complete tasks across multiple workflow activities.

## Playbook Experience overview {#playbook-agents-and-fulfillers__section_ts1_pm1_bmb}

Playbooks are built by admins in Workflow Studio, customized by admins in UI Builder and more, and embedded in Workspace, Configurable Workspace, Service Portal and more. Playbook Experience provides visibility for fulfillers into cross-business workflows and the actionable tasks used to complete these business workflows.

* Playbooks may appear in the side panel or in the related items of records configured with playbook.
* Activities that you must perform to complete the business workflow are displayed. Some activities may be performed by an AI Agent instead. You're able to see what you of an AI Agent has done and what still must be done to complete the playbook. You can collapse activities to display relevant activities, and expand them again.
* Activities are typically performed sequentially. You can go back to those activities to complete them later.
{#playbook-agents-and-fulfillers__ul_rtc_41c_h1c}

## Playbook UI {#playbook-agents-and-fulfillers__section_zvh_cx1_bmb}

Playbooks contain helpful UI features.  

Header
:   Shows the title of a Playbook. A header exists for each playbook attached to a record. Selecting a Playbook header expands the stages nested under it.
:

Stages
:   Select a stage title to view its activities. By default, all activity cards are collapsed except for the first card in a stage.

:   The stage progress updates as activities are completed. A check mark inside the playbook header indicates that the stage is complete.![Screenshot showing stage status complete and in progress.]()

:   Use the stage filter ![Playbook filter icon]() to filter a playbook.

:   Use the ellipses action menu icon ![Playbook action menu icon]() to perform select actions at the playbook and stage level.

Activity cards
:   Playbook activity cards display details about an activity, which may include the status, SLA timer, form data, and attachments. Use playbook activity cards to complete tasks by filling in forms, completing checklists, and
    adding attachments.
:
* **[Add an activity to a playbook](https://www.servicenow.com/docs/32Z3_sOWaSWbLZ1_xhBRyQ)**   
  Add preselected optional activities to a Playbook Experience if available.
* **[Testing support for playbooks](https://www.servicenow.com/docs/mF4k~bGSV9s2Abakk7p36A)**   
  The Automated Test Framework (ATF) can be used to create automated tests to confirm your playbooks run as planned.
* **[Restart a playbook](https://www.servicenow.com/docs/qVXWczfVfe5tdJMTN2t_Sg)**   
  Restart a playbook from the beginning, an activity, or a stage.
* **[Cancel a playbook](https://www.servicenow.com/docs/wCYkQ6OwsgrBRkpQdmhUwQ)**   
  Cancel a playbook to stop a business workflow when no longer valid.
* **[Open full lists within playbook](https://www.servicenow.com/docs/1EVPd5CY3Jq0uCRixX9Tzw)**   
  Open a full list within playbook cards to view and update list items.
* **[Using the activity stream within a playbook](https://www.servicenow.com/docs/ZruezzQGFQsMwP75RSHKVA)**   
  Add comments or notes, and view communication and task history for a parent or associated record using the activity stream. The activity stream is available only on cards where an administrator has configured it.