Creating a playbook

This guide walks you through creating a playbook from scratch — defining a trigger, adding steps, and activating it.

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Step 1: Create a new playbook

1. Go to Playbooks in the Wayak dashboard
2. Click New playbook
3. Give it a name and description

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Step 2: Set a trigger

Choose what kicks off the playbook:

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Step 3: Add steps

Build the workflow by adding steps in sequence. Each step performs one action:

1. Data step — query a data source or search a knowledge base
2. Logic step — filter, branch, or loop based on conditions
3. Skill step — execute an agent skill
4. Action step — send an email, post to Slack, call a webhook, update a record

Steps pass data forward. The output of one step becomes available as input to the next.

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Step 4: Test and activate

1. Click Test run to execute the playbook with live data
2. Review the output of each step to verify correctness
3. When satisfied, click Activate to put it on its trigger schedule

Activated playbooks run automatically. You can monitor runs, view logs, and pause or edit playbooks at any time from the dashboard.