Building Playbooks

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Use Playbooks to build on your flows, actions, and subflows in Flow Designer for cross-enterprise workflows your business.

    A playbook consists of a trigger and activities, and activities are organized into stages.

    Triggers

    A trigger is a record operation that tells your playbook to start a run. Each trigger has a type and conditions that must be met. Triggers only fire for record operations that are interactive or made by users. For more information, see Triggers.

    Stages

    Group activities by the stages of your business process, and sequence activities in an order that makes sense for your cross-enterprise workflow. For more information on stages, see Stages and activities.

    Activities

    An activity represents one step in your business process, and the record for an activity is called an activity definition. For more information on activity instances and activity definitions, see Overview and activity definitions.