How do I link a Playbook to a Grid?

Scale is the difference between a useful workflow and a transformative one. Linking a published Playbook to your Grid lets you run complex content workflows across every row at once instead of one at a time. This tutorial covers how to make that connection.

Key takeaways

  1. Linking a Playbook to a Grid turns each row of data into an input your Playbook processes automatically, at scale.
  2. Playbooks must be published before they appear in the Grid column selector; draft Playbooks won't show up.
  3. Map each Playbook input to an existing Grid column or a static value, and make sure data types match to avoid errors.
  4. You can add multiple Playbook columns to a single Grid; each runs independently and only when you select rows and click run.
  5. Running a Playbook on a Grid counts against your workspace's execution limits, so check your usage before processing large batches.

Tutorial overview

Playbooks and Grids are two of the most powerful tools inside AirOps. Connecting them turns a one-off workflow into a repeatable content engine. When you add a Playbook column to a Grid, every row of data becomes an input your Playbook processes automatically. No copying, no pasting, no switching tabs.

Open your Grid, click Add Column, and navigate to the Playbooks tab. Search for the published Playbook you want to use, then map each of its inputs to the right column in your Grid. Text fields, URLs, Knowledge Bases, file inputs. Each one gets matched so the Playbook knows exactly where to pull data from.

Once the column is created, select the rows you want to run, click the run button, and your Playbook gets to work. It pulls data from each row, processes it through the steps you've built, and drops the finished output right back into your Grid in real time.

This setup is ideal for batch content production: product descriptions across hundreds of SKUs, meta titles for a full blog archive, or competitor research briefs pulled from a list of URLs. You build the Playbook once and run it on as many rows as you need.

Practice

  1. Click Add Column in the Grid

    The Add Column button in an AirOps Grid opens the column creation panel. It is the starting point for adding a Playbook column that runs a workflow across all rows in the Grid.

  2. Select the Playbooks tab and choose a playbook

    The Playbooks tab in AirOps displays all available Playbooks with a search bar for filtering. Clicking a Playbook from the list selects it for use in the current workflow context.

  3. Name the column, map inputs, and click Create Column

    Give the column a name, connect the workflow inputs it needs, and confirm with Create Column. These three fields define how the new column connects to a Playbook or data source.