This guide explains the key components of Playbooks and Autobooks and how they work to automate your tasks.
Playbooks are run manually by the user, while Autobooks perform tasks automatically by responding to specific events (triggers) with predefined actions.
Key Components of Playbooks and Autobooks
Playbooks and Autobooks consist of two main parts:
- Trigger: (Required for Autobooks) The event that starts the Autobook.
- Action: The task that the Playbook/Autobook performs.
How Playbooks Work
Playbooks are run manually by the user. You decide when to start a Playbook, and it will perform the defined actions.
For example:
- You manually click to run a Playbook that sends a set of LinkedIn messages.
How Autobooks Work
Autobooks work automatically by responding to a specific trigger. The trigger acts as the starting point for the Autobook.
For example:
- If you want to send a text message every time you receive a new email, the trigger would be "a new email in your inbox", and the action would be "send a text message".
What is an Action?
An action is the task that a Playbook or Autobook performs.
For example:
- Sending a text message when a new email arrives (Autobook).
- Sending LinkedIn messages with one click (Playbook).
Summary
Playbooks are run manually when you choose to execute them.
Autobooks are triggered automatically based on events and require a trigger to start.
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