Running playbooks Release version: Yokohama Updated January 30, 2025 1 minute to readUsing Playbooks as an agent or fulfiller. About Playbook ExperienceInteract 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.Add an activity to a playbookAdd pre-selected optional activities to a playbook if available.Restart a playbookRestart a playbook from the beginning, an activity, or a stage.Cancel a playbookCancel a playbook to stop a business workflow when no longer valid.Open full lists within playbookOpen a full list within playbook cards to view and update list items.Using activity stream within playbookUse activity stream within playbook to add comments or notes, and view communication and task history for the parent or associated record.
Running playbooks Release version: Yokohama Updated January 30, 2025 1 minute to readUsing Playbooks as an agent or fulfiller. About Playbook ExperienceInteract 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.Add an activity to a playbookAdd pre-selected optional activities to a playbook if available.Restart a playbookRestart a playbook from the beginning, an activity, or a stage.Cancel a playbookCancel a playbook to stop a business workflow when no longer valid.Open full lists within playbookOpen a full list within playbook cards to view and update list items.Using activity stream within playbookUse activity stream within playbook to add comments or notes, and view communication and task history for the parent or associated record.