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# Combined Playbook release notes for upgrades from Zurich to Brazil

# Combined Playbook release notes for upgrades from Zurich to Brazil {#ariaid-title1}

Release version: Brazil  
Updated October 8, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 10 minutes to read
Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
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## Summary of Combined Playbook Release Notes for Upgrades from Zurich to Brazil

This consolidated release notes document outlines the key new features, changes, and upgrade considerations for the ServiceNow Playbook application from Zurich through Australia to Brazil releases.
It is designed to assist ServiceNow customers in preparing for and successfully upgrading Playbook, ensuring awareness of new capabilities and any configuration or role updates required.
The notes cover enhancements to Playbook design, AI integration, runtime controls, and administration, as well as information on activation and licensing.
Show full answer Show less  

## Pre- and Post-Upgrade Information

* Before upgrading to Brazil, review specific pre- and post-upgrade tasks, especially updates related to the Workflow Studio application from Australia.
* Workflow Studio app updates are available in the ServiceNow Store and are required to access the latest Playbook features.
* Activation of Playbook features often involves downloading related applications such as ServiceNow Otto for Creator and enabling Agentic Playbooks through Now Assist.

## Key Features Introduced Between Zurich and Brazil

* **Playbook as an MCP Tool:** Expose Playbooks as tools in a Model Context Protocol (MCP) server, allowing external MCP clients to trigger and execute Playbooks programmatically.
* **AI Agent Enhancements:** Configure autonomous AI agent support within activities, add AI skills or custom AI agents as activities, and enable collaborative or autonomous agent modes, enhancing automation and intelligent guidance.
* **Playbook Generation and Summarization:** Generate Playbooks directly from knowledge base articles, reducing manual effort, and use AI-powered summarization to quickly understand Playbook flow and purpose without detailed review.
* **Decision and Branching Enhancements:** Create decision branches between stages, route users dynamically based on runtime inputs, and support parallel activities within decision branches for complex workflows.
* **Runtime Controls and Permissions:** Define permissions for Playbook authors and runtime users to control creation, editing, viewing, activity completion, and restart capabilities, enhancing governance and user experience.
* **Scheduling and Trigger Flexibility:** Configure Playbooks to trigger on schedules, multiple trigger conditions, or programmatically without triggers, expanding automation options.
* **Ideal Path Visualization:** Define and visualize the preferred or expected execution path in Playbooks, improving clarity and user guidance during runtime.
* **Playbook as Code:** Use Fluent domain-specific language (DSL) within ServiceNow IDE or local SDK to build and manage Playbooks as code, enhancing developer productivity and version control.
* **Nested Playbooks and User Experience:** Nest Playbooks for reuse and modular design, and implement wizard-style experiences to guide end users step-by-step through processes.
* **Automated Testing Support:** Create automated tests using the Automated Test Framework to validate Playbook functionality and ensure reliable execution.

## Changes Affecting Customers

* **Role Updates:** The `playbook.admin` role is now required for tasks previously needing only the admin role, ensuring finer-grained administrative control.
* **ServiceNow AI Platform Licensing Tiers:** AI capabilities in Playbooks are now governed by three licensing tiers---Foundation, Advanced, and Prime---affecting access to features like generative AI skills, agentic workflows, and AI agents.
* **Now LLM Service Changes:** The default large language model provider for new or inactive AI assets is now a third-party LLM instead of the Now LLM Service, which remains available for manual selection and existing configurations.
* **Decision Activity Improvements:** Enhanced UI for decision activities includes improved selection, navigation, and the ability to add parallel activities within branches.
* **Rich Text Editor Enhancements:** Support for entering a combination of text and multiple pills in rich text or HTML editors, such as email bodies.
* **ServiceNow Otto Branding:** ServiceNow's AI experience is now branded as ServiceNow Otto; product entitlements remain unchanged but check access to specific AI features accordingly.
* **Role Deprecation:** The `now.assist.creator` role is no longer required to generate Playbooks or recommendations when using Now Assist.

## Removed and Deprecated Features

No Playbook features or functionalities were removed between Zurich and Brazil releases. However, some roles and AI model versions have been deprecated as noted.

## Benefits for ServiceNow Customers

* Guided, structured workflows that ensure consistency and conformance across business processes.
* Integration of AI agents and skills for enhanced automation, decision-making, and intelligent user assistance.
* Flexible Playbook triggering options to support diverse operational needs, including programmatic and scheduled execution.
* Improved authoring and runtime experience with visualization, permissions control, and nested Playbook support.
* Support for automated testing to validate Playbook accuracy and reliability before deployment.
* Ongoing innovation through AI platform enhancements and expanded licensing tiers tailored to organizational needs.  
Consolidated page of all release notes for Playbook from Zurich to Brazil.

## How to use this page

To help you prepare for your upgrade, we have combined the cross-family Playbook release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Zurich to Brazil.  
Tip:  
If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release."

## Important information for upgrading Playbook to Brazil

Before you upgrade to Brazil, review these pre- and post-upgrade tasks and complete the tasks as needed.  
{#dfrn3-playbook-summary__entry__2}

| Release | Release notes |
|-|-|
| Zurich | No updates for this release. |
| Australia | Upgrade information :   After you upgrade to Australia, update the Workflow Studio application in the ServiceNow Store. |
| Brazil | No updates for this release. |
[ ]

## New features

Between your current release family and Brazil, new features were introduced for Playbook.  
{#dfrn3-playbook-summary__entry__10}

| Release | Release notes |
|-|-|
| Zurich | [Playbook as an MCP tool](https://www.servicenow.com/docs/access?context=playbook-as-mcp-tool&family=zurich&ft:locale=en-US) :   Expose a playbook as a tool in an MCP server, enabling MCP clients to trigger and execute the playbook through the Model Context Protocol (MCP). [AI agents autonomous support configurations](https://www.servicenow.com/docs/access?context=create-activity-definition&family=zurich&ft:locale=en-US) :   Configure in the activity definition how you want autonomous support from AI agents for that activity. The additional configurations help you gain more control on the activity in a playbook. [Playbook generation from a KB article](https://www.servicenow.com/docs/access?context=playbook-generation-from-kb&family=zurich&ft:locale=en-US) :   Generate a playbook directly from an existing knowledge base article to reduce manual effort when creating playbooks for documented processes. [Playbook summarization](https://www.servicenow.com/docs/access?context=playbook-summarization&family=zurich&ft:locale=en-US) :   Generate an AI-powered summary of a playbook from the Workflow Studio canvas. The summary covers the playbook's stages, activities, triggers, and inputs, helping you understand quickly about its purpose and flow without reading through each activity individually. [Use AI skill as an activity](https://www.servicenow.com/docs/access?context=use-ai-skill-as-activity&family=zurich&ft:locale=en-US) :   Add an existing AI skill as an activity in your playbook to run lightweight, focused AI tasks as part of the playbook flow. When the playbook reaches the activity, the skill executes, produces structured outputs, and passes those outputs to subsequent activities automatically. [Use custom agent in Agentic Playbooks](https://www.servicenow.com/docs/access?context=configure-agentic-playbooks&family=zurich&ft:locale=en-US) :   In addition to the default AI Agents, you can add your custom AI Agent for an activity. Choose how you want to use the AI Agents in the activity- Collaborative or Autonomous. [Set child variants to evaluate later in a playbook](https://www.servicenow.com/docs/access?context=set-evaluation-point&family=zurich&ft:locale=en-US) :   Instead of evaluating immediately after the trigger, set a playbook's child variants to be evaluated after a specific activity in the playbook. [Create decision branches for stages](https://www.servicenow.com/docs/access?context=create-decision-stage&family=zurich&ft:locale=en-US) :   Add a decision node between stages to determine which stage to run next, based on runtime conditions. [Route users to stages based on decisions](https://www.servicenow.com/docs/access?context=add-configure-stage&family=zurich&ft:locale=en-US) :   Send runtime users to a stage based off of the trigger record or input that users provide. [Agentic Playbooks](https://www.servicenow.com/docs/access?context=agentic-playbooks&family=zurich&ft:locale=en-US) :   Enable AI agents to assist users with activities during runtime. [Add permissions for playbook authors](https://www.servicenow.com/docs/access?context=user-access-playbooks&family=zurich&ft:locale=en-US) :   Control which playbook authors can create, edit, and view playbooks in Workflow Studio [Add permissions for runtime users](https://www.servicenow.com/docs/access?context=create-process-definition&family=zurich&ft:locale=en-US) :   Control whether runtime users can [view a playbook](https://www.servicenow.com/docs/access?context=create-process-definition&family=zurich&ft:locale=en-US), [add optional activities](https://www.servicenow.com/docs/access?context=optional-activities&family=zurich&ft:locale=en-US), [restart a playbook](https://www.servicenow.com/docs/access?context=restart&family=zurich&ft:locale=en-US), and [complete work within specific stages](https://www.servicenow.com/docs/access?context=add-configure-stage&family=zurich&ft:locale=en-US). [Set multiple triggers](https://www.servicenow.com/docs/access?context=process-automation-designer-triggers&family=zurich&ft:locale=en-US) :   Configure a playbook to run based on any one of multiple triggers. [Schedule when a playbook should trigger](https://www.servicenow.com/docs/access?context=create-scheduled-trigger-definition&family=zurich&ft:locale=en-US) :   Configure a playbook to run based on a schedule. [Choose your LLM for playbook generation and recommendations](https://www.servicenow.com/docs/access?context=change-default-llm-playbook-generation&family=zurich&ft:locale=en-US) :   Choose between NowLLM, OpenAI ChatGPT4-o, Gemini, Claude for playbook generation and recommendations. [Generate a playbook with a trigger](https://www.servicenow.com/docs/access?context=playbook-assist&family=zurich&ft:locale=en-US) :   Generate a playbook with both a trigger and activities. |
| Australia | [Ideal path for a playbook](https://www.servicenow.com/docs/access?context=ideal-path-for-playbook&family=australia&ft:locale=en-US) :   Use ideal path to identify the intended execution path or view upcoming work hidden behind conditions. Ideal Path enables playbook authors to define and visualize the preferred process route. The end users of a playbook gets runtime visibility into the expected workflow path, improving process clarity, usability, and observability. [Playbook as an MCP tool](https://www.servicenow.com/docs/access?context=playbook-as-mcp-tool&family=australia&ft:locale=en-US) :   Expose a playbook as a tool in an MCP server, enabling MCP clients to trigger and execute the playbook through the Model Context Protocol (MCP). [AI agents autonomous support configurations](https://www.servicenow.com/docs/access?context=create-activity-definition&family=australia&ft:locale=en-US) :   Configure in the activity definition how you want autonomous support from AI agents for that activity. The additional configurations help you gain more control on the activity in a playbook. [Go back activity](https://www.servicenow.com/docs/access?context=go-back-activity&family=australia&ft:locale=en-US) :   Use the Go Back activity to define a conditional return point in a playbook. When placed in a decision branch, the activity directs the playbook to loop back to a specified point. The playbook can look back to an earlier activity, stage, or the start of the playbook based on the branch outcome. This enables conditional retry and re-evaluation logic without duplicating flow structure. [Playbook generation from a KB article](https://www.servicenow.com/docs/access?context=playbook-generation-from-kb&family=australia&ft:locale=en-US) :   Generate a playbook directly from an existing knowledge base article to reduce manual effort when creating playbooks for documented processes. [Preview an activity's runtime UI](https://www.servicenow.com/docs/access?context=preview-playbook-runtime-ui&family=australia&ft:locale=en-US) :   Preview an activity's runtime UI directly from the diagram canvas, with a real-time side-by-side preview that updates as you edit. [Fluent support for Playbooks](https://www.servicenow.com/docs/access?context=create-process-definition&family=australia&ft:locale=en-US) :   Build, edit, and manage playbooks as code with the Fluent domain-specific language (DSL) in the ServiceNow IDE or a local SDK. [Playbook summarization](https://www.servicenow.com/docs/access?context=playbook-summarization&family=australia&ft:locale=en-US) :   Generate an AI-powered summary of a playbook from the Workflow Studio canvas. The summary covers the playbook's stages, activities, triggers, and inputs, helping you understand quickly about its purpose and flow without reading through each activity individually. [Use AI skill as an activity](https://www.servicenow.com/docs/access?context=use-ai-skill-as-activity&family=australia&ft:locale=en-US) :   Add an existing AI skill as an activity in your playbook to run lightweight, focused AI tasks as part of the playbook flow. When the playbook reaches the activity, the skill executes, produces structured outputs, and passes those outputs to subsequent activities automatically. [Use custom agent in Agentic Playbooks](https://www.servicenow.com/docs/access?context=configure-agentic-playbooks&family=australia&ft:locale=en-US) :   In addition to the default AI Agents, you can add your custom AI Agent for an activity. Choose how you want to use the AI Agents in the activity- Collaborative or Autonomous. [Use AI agents as a playbook activity](https://www.servicenow.com/docs/access?context=ai-agent-as-activity&family=australia&ft:locale=en-US) :   Use an existing AI agent as an activity in your playbook to automate tasks. The AI agent gathers the required context, performs the work, and produces outputs that subsequent activities can consume. [Nested playbooks](https://www.servicenow.com/docs/access?context=nested-playbooks&family=australia&ft:locale=en-US) :   Nest playbooks as a step within other playbooks to enable the following scenarios: * Define sets of activities for reuse across multiple playbooks to help avoid duplication. * Break up large playbooks for easy maintenance and fast load time in Playbook Designer. [Simplified end-user playbook experience](https://www.servicenow.com/docs/access?context=wizard-layouts-playbooks&family=australia&ft:locale=en-US) :   Implement a wizard experience for guiding your end users through a sequence of steps to achieve an outcome, such as servicing a printer. [Automated Test Framework support for playbooks](https://www.servicenow.com/docs/access?context=testing-support-playbooks&family=australia&ft:locale=en-US) :   The Automated Test Framework can be used to create automated tests to confirm your playbooks run as planned. |
| Brazil | No updates for this release. |
[ ]

## Changes

Between your current release family and Brazil, some changes were made to existing Playbook features.  
{#dfrn3-playbook-summary__entry__18}

| Release | Release notes |
|-|-|
| Zurich | [Activate playbooks without a trigger](https://www.servicenow.com/docs/access?context=process-automation-designer-triggers&family=zurich&ft:locale=en-US) :   Configure and activate playbooks without specifying triggers, so that playbooks are only triggered programmatically. [Implement playbooks that are callable by a scriptable API](https://www.servicenow.com/docs/access?context=process-automation-designer-triggers&family=zurich&ft:locale=en-US) :   Configure a playbook that executes with an input object instead of requiring the configuration of a trigger record reference and trigger conditions. [Decision activity enhancements](https://www.servicenow.com/docs/access?context=create-a-decision-activity&family=zurich&ft:locale=en-US) :   User experience improvements to decision activities: * In the Board view, select the branch to see a list of dependent activities and branches, and to navigate to them. * When a decision or one of its branch nodes is selected in Diagram view, the decision and all of its branches are selected, and the side panel opens. * Add parallel activities within decision branches. [Enter a combination of pills and text in an email body](https://www.servicenow.com/docs/access?context=add-configure-activity&family=zurich&ft:locale=en-US) :   Enter a combination of text and multiple pills in any rich text / HTML editor container, such as an email body. [ServiceNow Otto](https://www.servicenow.com/docs/access?context=now-assist-for-creator-landing&family=zurich&ft:locale=en-US) :   ServiceNow Otto is the new AI experience brand. This change is reflected in the name of ServiceNow products, including Playbooks. Your product entitlements remain unchanged. Check your entitlements to determine your access to specific features. |
| Australia | [Required role update](https://www.servicenow.com/docs/access?context=user-access-playbooks&family=australia&ft:locale=en-US) :   Any tasks that previously required only the admin role now require the playbook.admin role instead. [ServiceNow product tiers](https://www.servicenow.com/docs/access?context=ai-native-sku-overview&family=australia&ft:locale=en-US) :   The ServiceNow AI Platform now brings you a new AI experience with three licensing tiers available: * Foundation: AI basics to deliver insights * Advanced: AI to boost productivity across relevant use cases * Prime: Act autonomously with all AI assets, and create your own Depending on your license, you will have access to certain application features, generative AI skills, agentic workflows, and AI agents. [Changes in the Now LLM service](https://www.servicenow.com/docs/access?context=exploring-large-language-models&family=australia&ft:locale=en-US) :   The Now LLM Service is no longer the default model provider for new or inactive AI assets. A third-party LLM is now selected by default, while existing configurations using the Now LLM Service continue unchanged. The Now LLM Service is still available for manual selection. [ServiceNow Otto](https://www.servicenow.com/docs/access?context=now-assist-for-creator-landing&family=australia&ft:locale=en-US) :   ServiceNow Otto is the new AI experience brand. This change is reflected in the name of ServiceNow products, including Playbooks. Your product entitlements remain unchanged. Check your entitlements to determine your access to specific features. |
| Brazil | No updates for this release. |
[ ]

## Removed

Between your current release family and Brazil, some Playbook features or functionality were removed.  
{#dfrn3-playbook-summary__entry__26}

| Release | Release notes |
|-|-|
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## Deprecations

Between your current release family and Brazil, some Playbook features or functionality were deprecated.  
{#dfrn3-playbook-summary__entry__34}

| Release | Release notes |
|-|-|
| Zurich | * now.assist.creator role |
| Australia | The now.assist.creator role is no longer a required role to generate a playbook or playbook recommendation when using Now Assist. Starting with the September 2026 release, Gemma 4 joins our growing portfolio of open-weight models available through Now LLM Service. We're committed to bringing you the latest industry advancements while maintaining sovereignty-focused options, all hosted and governed by ServiceNow with the infrastructure and data protections you rely on today. Older models will remain available for existing published AI skills, agents, and agentic workflows, but will no longer be available for new development or configuration. For details, see the [KB3066214: ServiceNow Otto Model Upgrades](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB3066214) article in the Now Support Knowledge Base. |
| Brazil | No updates for this release. |
[ ]

## Activation information

Review information on how to activate Playbook.  
{#dfrn3-playbook-summary__entry__42}

| Release | Release notes |
|-|-|
| Zurich | No updates for this release. |
| Australia | Activation information :   The Playbooks application comes with the Workflow Studio ServiceNow Store app. Workflow Studio is part of the ServiceNow AI Platform® and is available by default. Get the latest Workflow Studio features by downloading the latest Workflow Studio app in the ServiceNow Store, as well as related applications like Process Automation Content and Process Automation Experience Demo. The Playbooks application can be downloaded for patch fixes. To use playbook generation features in Workflow Studio, download the [ServiceNow Otto for Creator](https://www.servicenow.com/docs/access?context=now-assist-for-creator-landing&family=australia&ft:locale=en-US) application. To use Agentic Playbooks, enable it through Now Assist. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=australia&ft:locale=en-US). Important: Playbooks is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. |
| Brazil | No updates for this release. |
[ ]

## Additional requirements

If any additional requirements were introduced or changed for Playbook we have noted them here.  
{#dfrn3-playbook-summary__entry__50}

| Release | Release notes |
|-|-|
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## Browser requirements

If any specific browser requirements were introduced or changed for Playbook we have noted them here.  
{#dfrn3-playbook-summary__entry__58}

| Release | Release notes |
|-|-|
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## Accessibility information

Review details on accessibility information for Playbook, such as specific requirements or compliance levels.  
{#dfrn3-playbook-summary__entry__66}

| Release | Release notes |
|-|-|
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## Localization information

If there are specific localization considerations for Playbook we have noted them here.  
{#dfrn3-playbook-summary__entry__74}

| Release | Release notes |
|-|-|
| Zurich | No updates for this release. |
| Australia | No updates for this release. |
| Brazil | No updates for this release. |
[ ]

## Highlight information

If there are specific highlight considerations for Playbook we have noted them here.  
{#dfrn3-playbook-summary__entry__82}

| Release | Release notes |
|-|-|
| Zurich | No updates for this release. |
| Australia | * Playbooks are structured, guided workflows that lead users, agents, or technicians through the steps required to complete a business process, such as case resolution or work order fulfillment. * Playbooks consist of sequential stages, each containing activities that can be manual tasks, automated actions, or guided decisions, ensuring consistency and conformance across records. * Benefits include eliminating the need to memorize processes, providing real‑time guidance, automating routine steps, and enabling administrators to update processes centrally, which applies to all users. * Playbooks support use cases across multiple domains. See [Explore](https://www.servicenow.com/docs/access?context=process-automation-designer&family=australia&ft:locale=en-US) for more information. |
| Brazil | No updates for this release. |
[ ]


