--- sourceDocument: Brazil Build workflows sourceDocumentLink: https://www.servicenow.com/docs/r/build-workflows Release : - brazil ft:locale : - en-US ft:publication_title : - Brazil Build workflows ft:clusterId : - crworkflow bundleId : - crworkflow workflow : - Creator --- # Explore # Exploring Playbook {#ariaid-title1} Release version: Brazil Updated September 10, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Exploring Playbook Playbooks enable ServiceNow customers to author unified, cross-enterprise workflows that digitize and automate business processes. By building playbooks in Workflow Studio, process owners can connect multiple flows and actions into end-to-end workflows, guiding agents and fulfillers through complex tasks to improve customer experience and resolution times. Playbooks consolidate separate processes, define consistent record lifecycles, and allow data to pass seamlessly between activities and stages. Show full answer Show less ## Key Features * **Workflow Integration:** Reuse existing Workflow Studio flows, subflows, and actions to automate playbook activities efficiently. * **Task Organization:** Digitized task boards and diagram interfaces help organize playbook activities for clarity and ease of use. * **Playbook Components:** Includes triggers (to start playbooks), stages (grouped sequences of activities), and activities (automation powered by Workflow Studio content). * **Playbook Experience:** Design and embed playbook experiences across various platforms such as legacy workspace, UI Builder, ServiceNow Mobile Platform, and Service Portal to guide end users. * **Domain Separation:** Supports data and process separation by domain, allowing control over user access and data visibility. * **AI Capabilities:** Incorporates AI to generate, recommend, and autonomously execute playbooks, enhancing automation intelligence. ## Practical Benefits * Enable process owners to design automated, end-to-end business workflows that improve task resolution and customer experience. * Create well-defined stages and clear next steps for users, ensuring smooth progression through a record's lifecycle. * Consolidate and digitize processes across the enterprise to provide a consistent and streamlined operational approach. * Leverage existing workflow assets to accelerate playbook development and reduce duplication. ## Getting Started Before building playbooks, familiarize yourself with ServiceNow AI Platform features like flows, subflows, and actions. Resources are available for business users to learn process digitization basics, and for administrators to set up playbooks and customize triggers and activities. ## Integration and Industry Applications Playbooks content is included with the ServiceNow AI Platform subscription and can be integrated with various ServiceNow products and industry solutions including Customer Service Management, Field Service Management, HR Service Delivery, Healthcare, Financial Services, Public Sector, IT Operations, Security Operations, Procurement, and Governance, Risk, and Compliance. ## Playbook Builder and Management Playbooks are authored and managed within Workflow Studio, providing a unified environment for creating and monitoring playbooks alongside flows, subflows, actions, and decision tables. This integration streamlines the automation lifecycle from design to execution. Playbook enable process owners to author cross-enterprise workflows and create a single, unified process. Build the underlying processes for playbooks that Playbook Experience agents and fulfillers use. ## Playbooks benefits {#process-automation-designer__section_ors_tk3_pkb} Workflow Studio Playbooks enables you, as a business playbook owner, to organize Workflow Studio content into unified and digitized cross-enterprise processes. With Playbooks, you gain these benefits: * Connect multiple flows and actions into an end-to-end business workflow. * Reuse existing Workflow Studio flows, subflows, or actions to automate playbook activities. * Organize playbook activities in a digitized task board or diagram interface. * Guide agents and fulfillers through complicated playbooks from start to finish, improving customer experience and task resolution. Build your playbooks in Workflow Studio, and then design and embed your Playbook Experience in legacy workspace, UI Builder, ServiceNow Mobile Platform, Service Portal, and more. * Consolidate separate business processes across the organization. * Define a consistent record life cycle from creation to completion. * Pass data between the activities and stages of a business process. * Specify the conditions and the order in which activities and stages run. * Visualize and manage the activities and stages of your process. {#process-automation-designer__ul_tnx_lq3_pkb} ## Creating a well-designed playbook {#process-automation-designer__section_omb_qm3_pkb} The automated business processes that you design guide your end users and help them focus on the tasks and information that matter to them. A well-designed playbook can do these things: * Start up, or trigger, automatically for the types of records that your end users care about * Reuse activities from existing [Workflow Studio](https://www.servicenow.com/docs/tHml1hdnL0qY3gekoH~Gxw "Integrate workflow authoring, configuring, and monitoring into a single page experience. Consolidate playbooks, flows, actions, decision tables, and integrations into one design environment.") content * Has well-defined stages that end users can follow for a record * Clearly show the next steps that end users must take to move through a record's life cycle {#process-automation-designer__ul_bnr_wm3_pkb} ## Playbooks content {#process-automation-designer__section_eth_lnb_blb} Playbooks has these components: Playbooks : A playbook is a ServiceNow AI Platform® representation of a cross-enterprise business process for your organization. A playbook owner is responsible for creating and maintaining a playbook. Triggers : A trigger specifies when to start running your playbook. Stages : A stage is a grouped sequence of activities in a playbook. A playbook owner creates a stage to specify a logical grouping of activities. A stage in your overall business process. Activities : An activity defines the [Workflow Studio](https://www.servicenow.com/docs/tHml1hdnL0qY3gekoH~Gxw "Integrate workflow authoring, configuring, and monitoring into a single page experience. Consolidate playbooks, flows, actions, decision tables, and integrations into one design environment.") content that powers the playbook's automation. An activity can also specify the user-facing experience that the playbook produces when it runs. For more information about how to use and navigate the Playbooks user interface, see [Playbook builder](https://www.servicenow.com/docs/swUn1W4aEMu3UFa~fh5DUA "Playbooks is a component in Workflow Studio. Workflow Studio gives you a streamlined way to author, configure, and monitor playbooks, flows, subflows, actions, and decision tables in one place."). ## Playbook Experience {#process-automation-designer__section_zmd_rjl_rzb} Guide agents and fulfillers through complicated playbooks from start to finish, improving customer experience and task resolution. Build your playbooks in Workflow Studio, and then design and embed your Playbook Experience in legacy workspace, UI Builder, ServiceNow Mobile Platform, Service Portal, and more. To learn about designing Playbook Experience, see [Designing Playbook Experience](https://www.servicenow.com/docs/7iis9q6MSBIzZMlybED9MA "After building playbooks in Workflow Studio, Playbook Experience administrators can configure the layouts and further customize playbook functions during runtime."). ## Getting started {#process-automation-designer__section_ds5_3v3_pkb} Before you get started with Playbooks, Familiarize yourself with any features that your business uses to automate operations on the ServiceNow AI Platform, such as [flows](https://www.servicenow.com/docs/qZbj6xMJEDGhC8ZDvjMs0Q "Flows automate a repeatable multi-step process. When the flow trigger conditions are met, the flow runs a sequence of reusable actions and flow logic to complete the process."), [subflows](https://www.servicenow.com/docs/R944CTf9jy8VJwpMIgt71Q "Subflows automate a repeatable multi-step process that also produces an output needed by another process. When a playbook, flow, or script calls a subflow, the subflow runs a sequence of reusable actions and flow logic to complete the process and produce output values."), and [actions](https://www.servicenow.com/docs/SKKe6ABmz8WXANYrXkjFIg "Actions automate a repeatable task or operation within a flow. Flows run actions by passing them data as inputs. Actions run a sequence of steps to complete the task, and pass data to the flow as outputs."). If you're a playbook owner who wants to learn the basics of digitizing your business process, check out the following resources: * [Get started with ServiceNow® Process Automation](https://www.servicenow.com/docs/QOw3bxo~8pv1jXkxW61_Vg "Learn how process automation applications can help you use the ServiceNow AI Platform to transform your manual business processes into digitized, automated workflows.") * [Get started with Playbooks](https://www.servicenow.com/docs/gNEkAQKxeQqCGb3tInCZCw "Learn the basics of designing an automated process for your organization. Get an overview of how Workflow Studio Playbooks work in the ServiceNow AI Platform.") * [Design your first automated process](https://www.servicenow.com/docs/KjVpwcSWu4iEDWDGHjb~QQ "Create a sample playbook to standardize and automate how Service Desk agents handle chat interactions with VIP users.") * [View your process executions](https://www.servicenow.com/docs/t9~LMIDN0lxZdA0i~vC_8w "A process execution is a single, runtime instance of a playbook. Process execution records provide runtime information about playbooks, such as the current state and input record.") {#process-automation-designer__ul_dh4_mlm_tlb} If you're a ServiceNow Process Automation administrator who wants to set up and customize Playbooks, check out the following resources: * [Triggers](https://www.servicenow.com/docs/bcFH2uS8nf54sFXhmaZh0A "Triggers specify when to start running your playbook.") * [Activity definitions](https://www.servicenow.com/docs/Ls~i4PA~qdO2CcO6dTkT3Q "Activity definitions describe how the activities in your playbook get the data that they need when your playbook runs.") {#process-automation-designer__ul_oyv_wlm_tlb} ## Playbook across ServiceNow AI Platform® {#process-automation-designer__section_uvr_s1j_k3c} Playbook capabilities are available in other ServiceNow® products and for specific industries. You get the Playbook content when you subscribe to the ServiceNow AI Platform®. To learn about activating Playbook other applications, see [Activate Playbooks](https://www.servicenow.com/docs/Py~ijyzrKqDPCEGrTumuHQ "Activate the Workflow Studio application to create flows, playbooks, and more for any of your use cases."). {#process-automation-designer__table_w5r_mbl_t1c__entry__2} | Integration | Content available | |-|-| | [App Engine Studio](https://www.servicenow.com/docs/access?context=aes-overview&version=brazil&pubname=brazil-application-development&ft:locale=en-US) | Build playbooks from App Engine Studio. | | [Creator Studio](https://www.servicenow.com/docs/access?context=creator-studio-landing&version=brazil&pubname=brazil-application-development&ft:locale=en-US) | Create basic request and fulfillment apps without code. | | [Configure Playbooks for Customer Service Management](https://www.servicenow.com/docs/access?context=csm-playbooks-configuring&version=brazil&pubname=brazil-customer-service-management&ft:locale=en-US) | Create playbooks for Customer Service Management. | | [Field Service Management](https://www.servicenow.com/docs/access?context=fsm-application-landing-page&version=brazil&pubname=brazil-field-service-management&ft:locale=en-US) | Create playbooks for Field Service Management. | | [HR Service Delivery Playbook](https://www.servicenow.com/docs/access?context=playbook-hr&version=brazil&pubname=brazil-employee-service-management&ft:locale=en-US) | Create playbooks for HR services. | | [Software Asset Management Guided Experiences](https://www.servicenow.com/docs/access?context=playbook-entitlementsetup-workspace&version=brazil&pubname=brazil-it-asset-management&ft:locale=en-US) | Create playbooks for Software Asset Management. | | [Healthcare and Life Sciences](https://www.servicenow.com/docs/access?context=hcls-overview&version=brazil&pubname=brazil-healthcare-life-sciences&ft:locale=en-US) | Create playbooks for Healthcare and Life Science processes. | | [Playbooks for Financial Services Operations applications](https://www.servicenow.com/docs/access?context=playbooks-fso-apps&version=brazil&pubname=brazil-financial-services-operations&ft:locale=en-US) | Create playbooks for Financial Services Operations. | | [Playbooks for Public Sector Digital Services](https://www.servicenow.com/docs/access?context=playbooks-psds-exploring&version=brazil&pubname=brazil-government-industry&ft:locale=en-US) | Create playbooks for Public Sector Digital Services. | | [Run actions to resolve alert issues in Service Operations Workspace for ITOM](https://www.servicenow.com/docs/access?context=run-alert-remediation&version=brazil&pubname=brazil-it-operations-management&ft:locale=en-US) | Create playbooks for IT Operations Management. | | [Account onboarding](https://www.servicenow.com/docs/access?context=account-lifecycle-playbook-overview&version=brazil&pubname=brazil-acct-lifecycle-events&ft:locale=en-US) | Create playbooks for Account Lifecycle Events. | | [Onboard Jira to DevOps Change Velocity --- Workspace](https://www.servicenow.com/docs/access?context=create-jira-tool-dev-ops&version=brazil&pubname=brazil-it-service-management&ft:locale=en-US) | Create playbooks for IT Service Management. | | [Security Incident Response playbooks](https://www.servicenow.com/docs/access?context=cj-sir-about-flows&version=brazil&pubname=brazil-security-management&ft:locale=en-US) | Create playbooks for Security Operations. | | [Working with SPO playbooks in the Source-to-Pay Workspace](https://www.servicenow.com/docs/access?context=work-playbooks-spo&version=brazil&pubname=brazil-source-to-pay-operations&ft:locale=en-US) | Create playbooks for Procurement Service Management. | | [Complete publishing checklist and request policy approval](https://www.servicenow.com/docs/access?context=complete-publishing-checklist-redlining&version=brazil&pubname=brazil-governance-risk-compliance&ft:locale=en-US) | Create playbooks for Governance, Risk, and Compliance processes. | [ ] {#process-automation-designer__table_w5r_mbl_t1c} * **[Playbook builder](https://www.servicenow.com/docs/swUn1W4aEMu3UFa~fh5DUA)** Playbooks is a component in Workflow Studio. Workflow Studio gives you a streamlined way to author, configure, and monitor playbooks, flows, subflows, actions, and decision tables in one place. * **[Playbook Experience](https://www.servicenow.com/docs/xu1McZKE6o8wpMwpoKLV8A)** Understand how Playbook work in the ServiceNow AI Platform® to automate cross-functional processes and consolidate them into task-oriented views for your end users. * **[AI capabilities in Playbooks](https://www.servicenow.com/docs/LYCPhHJmhzjqwzEedi31vA)** Explore the AI-powered capabilities in Playbook, from generating and recommending playbooks to enabling autonomous, agentic execution. * **[Domain separation in Playbooks](https://www.servicenow.com/docs/hKtDTAc_HEWDJGjwt_D3xA)** Data separation is supported for Playbooks. The domain value of the triggering input record determines the domain context. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.