Playbooks let you automate multi-step tasks in Finqu. They combine several steps into one workflow, where each step is handled by a selected worker with its own instructions.
Playbooks are especially useful for recurring processes that you want to complete faster and more consistently.
What can playbooks be used for?
Playbooks are useful when the same task consists of multiple steps.
You can use playbooks, for example, when you want to:
automate product-related tasks
connect multiple workers around the same process
speed up recurring routine tasks
make results more consistent and uniform
How a playbook works
In a playbook, you first create a new playbook and then add the steps you need.
In each step, you:
select the worker
write instructions for that step
You can add as many steps to a playbook as needed. After that, the system runs them in the defined order.
Example of a playbook
A good example is enriching new products from supplier-provided raw data into more complete online store products.
A playbook like this could include three steps:
Clean up the product data
The first worker cleans up the product name, description, and other product details into a clearer format.Write a sales-focused product description
The second worker writes product copy that fits the online store and is easy for customers to understand.SEO optimization
The third worker optimizes the product name, description, and metadata for search visibility.
With a playbook like this, you can turn incomplete or technical product data into more polished ecommerce content step by step.
How to create a playbook
A playbook is created in the admin under Team → Playbooks.
Do this:
Go to Team → Playbooks
Click Create Playbook
Add the first step
Select the right worker for that step
Write instructions for the worker
Add the remaining steps the same way
Save the playbook
You can add as many steps to the playbook as needed, depending on how many parts of the process you want to automate.
How to use a playbook
Once the playbook is ready, it can be used in the product list.
Do this:
Go to Products
Select the products you want to use the playbook on
Choose Bulk actions → Run playbook
Select the playbook you want to use
After that, the system starts running the playbook for the selected products.
How to track execution
You can track the execution of a playbook through the Command Bar.
The playbook steps appear there as separate tasks. You can click them to see more details about what is happening in each step.
When the execution is complete, you will receive a notification in the bell icon in the top right corner of the admin. From that notification, you can open the result and see what the playbook has done.
What to keep in mind when creating a playbook
A playbook usually works best when its steps are clear and focused.
A good playbook is often:
built for a recurring process
divided into logical steps
structured so that each step has a clear purpose
guided with instructions so the worker knows what to do
It is often best to start with a simple playbook and expand it later if needed.
Summary
Playbooks help automate multi-step processes in Finqu. You can combine multiple workers into the same workflow and give each step its own instructions.
When a playbook is built clearly, it makes recurring tasks easier to complete and helps make the work faster and more consistent.