git:20260307.0b28762 to git:20260311.0d7a649

---

name: playbooks

description: Trigger-action automation rules for handling incoming messages

compatibility: "Designed for Vellum personal assistants"

---

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.