Agent settings
Configure and run a playbook
This guide explains how to configure and run a playbook and how to check the result before you finish.
Reviewed by LocalCMO Editorial Team Last reviewed
Before you start
- You can open Agent settings.
- You know the workspace, client, location, skill, playbook, or connection you want to configure.
- You have access to the current setting, permission, connected service, and approval rule.
Steps
Choose the right scope
Open Agent settings and select the workspace, client, location, skill, playbook, or connection you want to configure.
Check the current state
Review the current setting, permission, connected service, and approval rule. Keep the current value or status visible before you make a change.
Configure and run a playbook
Choose a repeatable task, define its trigger, steps, approval rule, and fallback, then test the playbook before regular use.
Review before you finish
Test the smallest safe scope before you allow the setting to affect more work.
Confirm the saved or submitted result
The setting shows the intended scope, permissions, approval rule, and current state.
EXPECTED RESULT
What you should see when you finish
- The setting shows the intended scope, permissions, approval rule, and current state.
- The page shows the client or location you intended to change or review.
- Any approval, publishing, or follow-up status is recorded separately from the draft.
If something does not look right
The option or data is missing
Check the selected scope, date range, account connection, and your permissions. Available Agent actions depend on product access, connected services, permissions, credits, and approval settings.
The result does not match the source
Return to Agent settings, confirm the source and checked date, then repeat the task with the same scope. Do not replace a missing value with zero or assume a submitted change is already live.
Configure and run a playbook FAQ
What does “Configure and run a playbook” help me do?
Choose a repeatable task, define its trigger, steps, approval rule, and fallback, then test the playbook before regular use.
How do I know this task is complete?
The setting shows the intended scope, permissions, approval rule, and current state.
What should I do if the option or data is missing?
Check the selected scope, account connection, date range, and permissions. Available Agent actions depend on product access, connected services, permissions, credits, and approval settings.