playbooks

Trigger-action playbooks map specific incoming patterns to predefined actions, automating message routing across channels like email and Slack. This eliminates manual sorting and reduces errors by applying trigger-action rules consistently across channels.

A trigger-action rule is a workflow automation pattern where a specific trigger pattern activates a predefined action. Triggers can be text patterns like "from:ceo@*" and actions are natural language descriptions executed when the trigger matches.

Multi-step automation workflows are managed using lifecycle operations: create, list, update, and delete trigger-action rules. These rules are stored as memory graph nodes with embeddings for retrieval, enabling structured workflow management.

Automated message handling supports autonomy levels including "auto" for direct execution, "draft" for review before sending, and "notify" for alerts only. You set these levels to control how trigger-action rules execute actions across channels.

Overlapping trigger rules in message automation are resolved using numeric priority values. Assign priority precedence to trigger-action rules so higher-priority rules take effect when multiple triggers match an incoming message.

Message routing automation supports grouping trigger-action rules by categories like "scheduling" or "triage". Categories organize rules into logical groups, making it easier to manage and filter automation workflows across channels.