The Playbooks page
When you navigate to Workflows → Playbooks, you see: Active Run Banner — shown at the top when one or more playbook runs are in progress. Shows the playbook name, who started it, and how far along it is. Click to open the run. Playbook grid — the available playbooks, each with its name, description and a Run button.What playbooks solve
Processes like offboarding rely on tribal knowledge without a guide. Steps get skipped under time pressure. Playbooks walk you through each step and record what was done, by whom and when.Available playbooks
The playbooks are built in; you can’t create your own. Running a playbook needs a role that allows it, and Employee Offboarding needs its own permission.
Offboarding can’t remove an account inside each SaaS app. For apps your identity provider doesn’t control, the playbook lists what to remove, and you record each one as you remove it by hand.
Running a playbook
- Go to Workflows → Playbooks
- Find the playbook card
- Click Run
- Set the context (for example, the employee being offboarded)
- Work through the steps; each one is recorded on the run
Tracking a run
Open any active run from the banner or from a playbook’s run history to see:- Each step and its current status
- Who completed each step and when
- Notes added during completion
- Overall run progress
Next steps
Pulses
Employee outreach that playbooks send
Rules
Get alerted when something needs a playbook
OAuth Grants
Revoke grants as a playbook step
Access Requests
How employees ask for access to apps