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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:
Trigger typeDescription
ScheduleRuns at a set time — daily, weekly, monthly, or custom cron
EventRuns when something happens — a new record, a threshold crossed, a sync completed
ManualRuns when a user or agent explicitly triggers it

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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.