Replicate a Workflow as a Playbook

Your existing AirOps Workflows don't need to be rebuilt from scratch to become Playbooks. A two-to-three-click process converts any published Workflow into a Playbook draft that carries over every step, tool, and input automatically. This tutorial covers how to use the Replicate as Playbook option.

Key takeaways

  1. Any published AirOps Workflow can be instantly converted into a Playbook using the Replicate as Playbook option in the Quick Actions dropdown.
  2. The replicated Playbook inherits the original Workflow's steps, tools, inputs, and structure as a new Draft.
  3. Access Quick Actions by clicking the dropdown arrow next to the Publish button in the Workflow editor.
  4. Replicating as a Playbook is the fastest way to transform a validated Workflow into a reusable, on-demand agent.
  5. The new Playbook is created in Draft mode, giving you full flexibility to customize before publishing.

Tutorial overview

You've spent time and effort building Workflows in AirOps. Now it's time to move them forward.

Playbooks bring a more agentic experience to your content operations. They're built to handle multi-step tasks with greater flexibility, and converting an existing Workflow into a Playbook is the fastest way to get started.

The conversion is a two-to-three-click process. AirOps reads your published Workflow and creates a new Playbook draft that carries over all the steps, tools, and inputs automatically. Nothing is lost, and you can edit the Playbook draft before publishing it.

Practice

  1. Open Quick Actions and select Replicate as Playbook

    From any published Workflow in AirOps, click the dropdown arrow next to the Publish button to open the Quick Actions menu. Select Replicate as Playbook and AirOps instantly creates a new Playbook draft that carries over all steps, tools, and inputs from the original Workflow.