Playbooks

Automation you can read

Write a Playbook the way you'd brief a new hire — in plain English, not a flowchart. An agent reads it and decides what to do. Nothing leaves your workspace without the permission you've given it.

Plain English, not nodes

Write instructions like you would for a new hire; the agent figures out how.

Runs how you want

On-demand, on a schedule, or triggered the moment a record meets a condition.

Bounded by you

An Authority Level per Playbook sets exactly what it can touch and act on without asking.

  • Plain-English markdown body — no node editors, no flowchart builder to learn
  • Three trigger modes: on-demand (Run Now), scheduled (cron), or event (fires when a record meets a condition)
  • Per-Playbook Authority Level: what Domains and Integrations it can touch, and what it can do without approval
  • Human-in-the-loop where it matters — draft-only, ask-before-sending, or fully autonomous, your call per Playbook
  • One summary notification on completion — no step log to babysit, an escalation to you only if it fails

Less paperwork. More business.

Seats open in small batches — join the waitlist and you’ll be first in line when yours is ready.