playbooks

name: playbooks description: Trigger-action automation rules for handling incoming messages compatibility: "Designed for Vellum personal assistants" metadata: emoji: "📖" vellum: display-name: "Playbooks" category: "productivity"

Playbooks are trigger-action automation rules that tell the assistant how to handle incoming messages matching a pattern.

Structure

Each playbook has:

• Trigger: Pattern or description that activates the rule (e.g. "meeting request", "from:ceo@*")
• Action: What to do when triggered (natural language description)
• Channel: Which channel the rule applies to ("*" = all channels, or specific like "email", "slack")
• Category: Free-form grouping label (e.g. "scheduling", "triage")
• Autonomy level: How much autonomy the assistant has
  • auto -- execute immediately without asking
  • draft -- prepare a response for user review (default)
  • notify -- alert the user only
• Priority: Numeric priority for overlapping rules (higher = takes precedence)

Lifecycle

1. Create a playbook with playbook_create specifying trigger and action.
2. List existing playbooks with playbook_list, optionally filtering by channel or category.
3. Update rules with playbook_update or remove them with playbook_delete.

Storage

Playbooks are stored as memory items with semantic retrieval, enabling fuzzy matching of incoming messages against trigger patterns.