Process Automation Designer flows for playbook

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • The Source-to-Pay Workspace helps you automate the entire process, right from tracking the requests, fulfillment, and to order revision flows.

    As a process owner or administrator, you can use Playbooks to enable cross-enterprise workflows and create a task-oriented view:
    • Optimize the processes and improve the productivity with the help of the procurement workspace playbook.
    • Manage easy tracking of the requests and use the guided approval and resolution flows.
    • Perform complex activities and tasks from a simplified unified playbook.

    Source-to-Pay Workspace playbook

    This playbook comes with a Global Playbook Experience record that defines a default playbook configuration. You can use the following record without any additional configurations. By default, this record defines a set of rules for managing how individual activities appear within the playbook.
    Figure 1. Playbooks playbook flows for procurement
    Default flows available for purchase modification process
    You can customize this behavior by customizing the Playbook experience with your own configurations and activity overrides.