vellum-ai/playbooks

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.