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Create a New Playbook

Steps: Create a new Playbook, add and configure applications, actions, conditions

Step 1: Select + New Playbook

From Onboarding

  1. Navigate to Workflows → Onboarding → Playbooks
  2. Select + New Playbook

[Add screenshot: New Playbook from Onboarding]

From Offboarding

  1. Navigate to Workflows → Offboarding → Playbooks
  2. Select + New Playbook

[Add screenshot: New Playbook from Offboarding]

Step 2: Add Applications

Add applications using the Recommended tab or the + icon on the canvas.

From the Recommended tab (Control Panel)

[Add screenshot: Add apps from Recommended tab]

  1. Review suggested applications in the control panel
  2. Select + Add next to the desired apps
  3. The application appears on the canvas

Applications menu (from Playbook canvas)

[Add screenshot: Add apps from canvas]

  1. Select the + icon
  2. Search for applications by typing the name in the search field
  3. Select from the displayed Most Used Apps
  4. Add applications using Zluri Actions

Example applications by department

Sales Team

  • Salesforce
  • HubSpot
  • Zoom
  • LinkedIn Sales Navigator

Engineering Team

  • GitHub
  • Jira
  • Slack
  • AWS

Marketing Team

  • Mailchimp
  • Figma
  • Google Analytics
  • Social Media Tools

Note: Add applications to playbooks using the same process as workflows. Application features and functionalities work identically in both Playbooks and Workflows.

Step 3: Configure Actions

For each application added, configure actions to define the onboarding playbook process.

[Add screenshot: Playbook actions]

For each action

  1. Select + Add an action at the bottom of the app block
  2. Select an action from the Choose Action menu
  3. Configure action parameters
  4. Set conditions (optional)
  5. Assign approvers (if required)
  6. Add delays (if required)
  7. Select Save Task

Note: Configuring actions in playbooks is identical to configuring actions in workflows. Features and behavior are the same.

Step 4: Set Conditions

Control execution of applications and actions based on user attributes.

[Add screenshot: Playbook conditions]

Application-level conditions

Control whether the entire application block runs.

  • Example: Run the GitHub block only if Department = Engineering

Action-level conditions

Control whether specific actions execute.

  • Example: Invite users to #engineering channel only if Role = Engineer

Available attributes

  • User Role
  • User Department
  • User Location
  • User Status
  • User Designation
  • Employment Type

Use AND/OR operators

Create complex rules:

Note: Setting conditions in playbooks works the same as in workflows.

Step 5: Publish and Manage Playbooks

Once all applications, actions, and conditions are configured, publish the playbook.

To publish

  1. Select Publish Playbook (top-right corner)

[Add screenshot: Publish playbook button]

Before publishing

  • Review all configured actions
  • Verify conditions
  • Check for incomplete parameters (blue ribbon notes)

If Publish is disabled

Hover over the button to identify missing configurations.

[Add screenshot: Disabled publish tooltip]

Common issues

  • Incomplete action parameters
  • Missing required fields
  • Unmet prerequisites

After publishing

  • Playbook appears in the Playbooks table with Published status

[Add screenshot: Published playbook list]

Managing Published Playbooks

[Add screenshot: Playbook details view]

View playbook details

  1. Select the playbook name from the table

Left section displays

  • Playbook Name
  • Created By
  • Published By (with date and time)
  • View Runs (Run Logs)
  • View Rules (Automation triggers)

Right section displays

  • Total applications, actions, and manual tasks
  • Application blocks with actions and conditions
  • Use Playbook option
  • Edit Playbook option

Edit Published Playbooks

From playbook details

  1. Select playbook name
  2. Select Edit Playbook

From playbook table

  1. Select the pencil icon next to the playbook name

[Add screenshot: Edit playbook icon]

Edit dialog options

  • Unpublish and Edit – Modify and republish
  • Cancel – Exit without changes

[Add screenshot: Edit dialog]

Note: Editing requires unpublishing first. Republish after changes.

Step 6: Run a Playbook

From playbook details

[Add screenshot: Use playbook button]

  1. Select playbook name
  2. Select Use Playbook
  3. Select users
  4. System validates configuration
  5. Choose execution:
    • Run immediately
    • Schedule for later (with timezone)

From playbook table

Select Run from the playbook row.

[Add screenshot: Run button]

Duplicate a Playbook

Create a copy to reuse or modify.

To duplicate

[Add screenshot: Duplicate playbook]

  1. Select the three-dot menu
  2. Select Duplicate
  3. A copy appears with "(Copy)" in the name
  4. Edit and publish

Duplicated elements

  • Applications and actions
  • Conditions and rules
  • Settings
  • Variables

Delete a Playbook

Permanently remove a playbook.

To delete

[Add screenshot: Delete playbook]

  1. Select the three-dot menu
  2. Select Delete
  3. Confirm

Important: Deletion is permanent and cannot be undone. Consider archiving if needed.

Updated about 1 hour ago