Playbooks
Playbooks are automation workflows that orchestrate business processes by connecting blocks through a visual editor. They enable automated data processing, integration with AI capabilities, and CRM interactions — all without writing code.
Documentation Overview
Start here and follow the pages in order, or jump to the section you need:
| Page | What you’ll learn |
|---|---|
| Introduction to Playbooks | What playbooks are, key concepts, and how they work |
| Playbooks User Guide | Step-by-step instructions for building playbooks in the visual editor |
| Playbooks Integrations | How playbooks connect to AI, CRM, and templates |
Quick Start
- New to playbooks? Read the Introduction to understand the building blocks
- Ready to build? Follow the User Guide step by step
- Need integration details? Check the Integrations page
Related Platform Features
Playbooks connect to several other parts of the &Money platform. These features are documented in their own sections:
- Entities and Entity Patterns — the CRM abstraction layer that EntityPattern blocks use
- Templates — reusable text formatting used by Template blocks
- Portals — the customer-facing booking pages that trigger playbooks
- Meet — the video meeting product whose transcripts and meeting-end events can trigger playbooks
- CRM Integration Security — security model for CRM data access