Jumpstart Your Workflow Automation: Playbooks

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • This accelerator provides a demonstration of the possibilities and capabilities of Playbooks in Workflow Studio.

    Accelerator Overview

    Jumpstart Your Workflow Automation: Playbooks provides Impact customers with an overview and applied demonstration of Workflow Studio and its Playbooks feature. This session reduces friction and makes the tool accessible to users of all skill levels. Customers learn to manage and create their own playbooks, driving greater efficiency in their business processes. In addition, this accelerator includes key resources and leading practice guides to help customers get started.

    Note:
    This Accelerator is available for Impact Guided, Guided+ (SV or PG), Advanced, and Total packages.

    What you get

    Session Preparation
    • Provisioning of a temporary instance
    • Activate and configure Playbooks
    Customer Coaching Session #1 (up to 90 min)

    Includes the following:

    • What are Playbooks?
    • Why use Playbooks?
    • Key Playbook capabilities
    • Demonstration of Playbooks and associated features
    • Temporary instance with 30 days provided access
    Customer Coaching Session #2 (Optional upon Customer request – up to 60 min)

    Opportunity for Q&A related to Playbooks in Workflow Studio.

    Requested customer resources

    Customer Resource  Responsibilities  Required Recommended
    Platform Owner Responsible for the overall accountability of the ServiceNow platform. Provides leadership and oversight to the System Administrators, ensures team alignment to business strategy and the ServiceNow roadmap, and is actively involved in the overarching governance of the platform.
    System Administrator(s) Maintains the stability and usability of the ServiceNow platform by performing application maintenance, managing support for cases related to ServiceNow applications, and contributing to ServiceNow software releases by delivering configuration tasks and features.
    Process Owner(s) A senior leader within each business unit for each major process or service (Example: incident, change, employee onboarding) who is accountable for ensuring the process is fit for purpose.
    Developer(s) Writes code for the ServiceNow platform.
    Trusted Service Partners - Attends ServiceNow Impact Accelerator coaching session(s) to understand leading practices and potentially support customer going forward.

    Requested information/access

    Please refer to the applicable Impact Accelerator Description available at https://www.servicenow.com/upgrade-schedules.html

    Exclusions

    This Impact Accelerator in its entirety or portions of the Impact Accelerator activities may not be available to customers in certain restricted environments or to self-hosted customers.

    ServiceNow is not responsible for implementing recommendations on Customer’s non-production or production instances.