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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

From Offboarding

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

Step 2: Add Applications

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

From the Recommended tab (Control Panel)

  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)

  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.

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.

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)

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.

Common issues

  • Incomplete action parameters
  • Missing required fields
  • Unmet prerequisites

After publishing

  • Playbook appears in the Playbooks table with Published status

Managing Published Playbooks

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

Edit dialog options

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

Note: Editing requires unpublishing first. Republish after changes.

Step 6: Run a Playbook

From playbook details

  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.

Duplicate a Playbook

Create a copy to reuse or modify.

To duplicate

  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

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

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


Updated 8 days ago