/workflows/playbooks. It shows a grid of available playbooks and a banner for any currently running playbook executions.
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 currently in progress. Shows the playbook name, who started it, and how far along it is. Click to open the run detail. Playbook grid — all available playbooks displayed as cards. Each card shows the playbook name, description, step count, last run date, and a Run button. If no playbooks have been configured yet, the page shows an empty state with instructions for your admin to set them up.What playbooks solve
Recurring IT and security processes — onboarding, offboarding, access reviews, vendor offboarding — rely on tribal knowledge without playbooks. Steps get skipped under time pressure. Playbooks make the process explicit, trackable, and auditable: every step assigned, every completion timestamped.How playbooks work
A playbook is a named sequence of steps. Each step has a type, a description, and an assigned person or role. When a playbook is run, it creates a run instance that tracks step completion, actor, and timestamp.Step types
Creating a playbook
Playbooks are configured by workspace admins. To create one:- Go to Workflows → Playbooks
- Click New Playbook (admin only)
- Give it a name and description
- Add steps in sequence — set the type, description, and assignee for each
- Save
Example: Employee offboarding
Running a playbook
Manual run
- Go to Workflows → Playbooks
- Find the playbook card
- Click Run
- Set the context (e.g. the employee being offboarded)
- The run is created and assignees are notified of their steps
Triggered by a rule
Playbooks can be triggered automatically when a Rule fires — for example, trigger the offboarding playbook whenever a user is deactivated in your directory sync.Tracking a run
Open any active run from the banner or from a playbook’s run history to see:- Each step with its current status (pending, in progress, complete, skipped)
- Who completed each step and when
- Notes added during completion
- Overall run progress
Built-in starter playbooks
Porcia provides pre-configured starter playbooks you can use as-is or customize:- Employee offboarding — SaaS access review and removal
- Access review — periodic review of who has access to a specific app
- Shadow IT remediation — evaluate and act on a newly discovered shadow app
- Vendor offboarding — remove all users and revoke access when cancelling a contract
Next steps
Pulses
Employee outreach that feeds into playbook steps
Rules
Trigger playbooks automatically on events
OAuth Grants
Revoke grants as a playbook step
Access Requests
The request workflow that feeds into provisioning playbooks