Understanding Playbook Builder

Accessing the Playbook Builder

The playbook builder interface opens with a blank configuration with two main sections:

1. Control Panel: The panel with 5 icons for quick configurations.
2. Playbook Canvas: The main workspace for building a playbook.

Control Panel

Contains five tabs for managing playbook configuration:

1. Overview

Displays all actions in the playbook at a glance.

Default state:

• Shows "No actions added" message at the starting of a new playbook
• Contains Add a recommended action link navigating to the Recommended tab
• As actions are added, they appear in a list providing quick snapshot of the playbook

2. Recommended

Shows suggested applications and actions for the playbook.

Before adding apps:

• Displays list of recommended applications with + Add options
• Shows most commonly used apps within the organization

After adding an app:

• Displays recommended actions for the selected application
• Updates dynamically upon different apps selection

Also includes link to Zluri Actions Block for adding platform-specific actions.

3. Variables

Variables are placeholders automatically fetching user-specific or context-specific data during execution.

Use cases:

• Personalize welcome emails with user names
• Insert department-specific information
• Add manager details to notifications
• Include user email addresses in account creation

Example: While creating a Slack action to email new joiners about granted access, use variables like {{user.first_name}} instead of hardcoding names.

To create a variable: Select the third icon in the control panel, then follow the variable creation steps.

Learn more about Variables

Note: This feature requires enablement by the Customer Success Manager.

4. Settings

Organize and name the playbooks.

Playbook naming: Use consistent naming conventions:

• "Onboarding – Sales Team – Global"
• "Onboarding – Engineering – India"
• "Onboarding – Marketing – US"

Folder organization:

• Playbooks save by default to the "Onboarding" folder
• Group related playbooks (For example, all sales onboarding in "Sales Onboarding" folder)

To update settings:

1. Navigate to Settings tab
2. Enter playbook name
3. Select Update

5. Help

Access resources for creating playbooks:

• Short video demonstrations
• Step-by-step guides
• Links to onboarding and offboarding articles
• Direct access to help.zluri.com knowledge base

Provides Access Management-specific articles without searching the broader knowledge base.

Playbook Canvas

The main workspace for building a playbook.

Add applications using two methods:

1. Application menus (from Playbook Canvas)

• Select + icon on the canvas
• Search for applications by name
• Select from Most Used Apps list
• Add Zluri Actions directly

1. Recommended Apps (from Control Panel)

GIF demonstrating process of adding applications from control panel and workflow canvas to create a Playbook.

• Use + Add option next to apps in Recommended tab
• Automatically adds app to canvas.

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Next

Learn about adding an application, configuring actions, and setting conditions in playbooks →