Generate playbook recommendations

Select the activity definition for a placeholder activity from a list of AI-generated recommendations. The system generates recommendations based on an activity’s name and description.

Before you begin

• Make sure the playbook recommendations skill is turned on. To learn how to turn on the recommendations skill for playbooks, see Turn on Playbook recommendations.
• You can only generate recommendations for placeholder activities in a generated playbook outline. To learn how to generate a playbook outline, see Generate a playbook.
• Role required:
  • admin, playbook.admin, pd_author, or a delegated developer permission

Procedure

1. In your playbook outline, hover over the placeholder activity and select the recommendations icon () in the mini-picker.
2. Select one of the recommended activity definitions, if appropriate.
   Note:

   If there are no recommendations listed, then no activity definitions are considered relevant to the activity name and description.
3. Optional: Try updating the Label and Description to improve results.
   1. Open the placeholder activity.
   2. Update the Label and Description.
   3. Under the Activity definition field, select the recommendations button () to try to generate recommendations again.
   4. Select one of the recommended activity definitions, if appropriate.
4. Continue on with activity configuration from Step 8.e of the Generate a playbook procedure.

Result

When your playbook's trigger conditions are met, your playbook runs. As a result, the system creates a Process Execution record and renders user-facing configurations for Playbook Experience. For an example of how to digitize a manual business process that renders as a playbook, see Create a sample playbook.

What to do next

Design the Playbook Experience for your agents and fulfillers in UI Builder. To learn how to design and customize the runtime playbook experience in UI Builder, see Customizing the Playbook Experience.