| 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
- Create a playbook with
playbook_create specifying trigger and action.
- List existing playbooks with
playbook_list, optionally filtering by channel or category.
- 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.