Playbooks
What it does
Trigger-action automation rules for handling incoming messages. Define patterns, and your assistant automatically responds or takes action when messages match.
Setup required
None. Works with any connected messaging channel.
Permissions
- Inherits permissions from the actions defined in each playbook
Common prompts
| You say... | What happens |
|---|---|
| “Create a playbook: when someone emails about pricing, draft a reply with our rate card” | Trigger-action rule |
| “Set up a rule: if I get a Slack DM with 'urgent', notify me on Telegram” | Cross-channel automation |
| “Show me my active playbooks” | Lists all automation rules |
| “Disable the pricing email playbook” | Pauses a rule |
Configuration
- Trigger patterns (message content matching)
- Action types: auto-respond, draft, notify
- Per-channel scoping
- Categories and priority ordering
Tips & gotchas
- If this, then that. Think of playbooks as “if this, then that” rules for your assistant. They run automatically on incoming messages — no need to ask each time.
- Action modes. Actions can be “auto” (execute immediately), “draft” (prepare for your review), or “notify” (alert you).
- Priority ordering. Priority ordering determines which playbook fires first when multiple rules match.