Meet Playbooks: Workload Automation With Pre-Built Templates

What Are AgentFlow Playbooks?

Playbooks are built to mirror the way regulated teams already think about workflows. Instead of constructing logic from scratch, users select a domain-relevant Playbook and get a turnkey starting point.

1. Choose your industry: Users start by picking "Finance" or "Insurance"
2. Drill down by sub-vertical: Options include retail banking, credit unions, commercial lending, life and health, P&C, and more. This filters Playbooks to those most relevant to your needs.

1. Browse Playbook library: Each Playbook is named after the process it automates, e.g., "FNOL Intake with Document AI" or "Credit Memo Generation."

4. Preview and try: Clicking on a Playbook opens a detail view showing:
   
   • A description of the Playbook
   • Explanation of how it works
   • Images of the workflow
   • Editable parameters: schema fields, decision logic, output format
   • A "Try" and a “Launch”  button to try or run the Playbook instantly with sample data

Trying a playbook generates live results, allowing users to inspect how documents are parsed, what decisions are made, and what gets generated (e.g., reports, approvals, summaries).

This real-time visibility lets users test before committing to a build, dramatically shortening feedback loops.

5. Deploy or customize:
   
   • Users can deploy as is, tweak fields (like renaming outputs or adjusting risk threshold), fork the Playbook, modify agents, introduce new ones, or connect to external systems via API

Such deployment along with cusomizability improves accessibility and flexibility, letting teams launch production-grade prototypes in hours, not weeks.

User Experience

AgentFlow Playbooks are designed to scale with the user, from quick experimentation to advanced workflow design.

Users can deploy, test, and try Playbooks through a guided UI, while Instant allows them to create workflows by describing desired outcomes in plain language. This makes it easy to prototype safely, review results, and iterate through built-in feedback loops.

As needs evolve, AgentFlow supports deeper customization. Teams can create Playbooks from scratch, clone and modify existing ones, adjust agents, and edit schemas. For more advanced use cases, users can move seamlessly between Instant and the manual workflow builder to fine-tune logic and orchestration.

The result is a single, flexible experience: teams can move quickly at first, then progressively take on more control, without switching tools or sacrificing safety in production workflows.

The Business Benefit: Faster Prototypes, Lower Risk, Real Results

Playbooks are more than templates, they’re accelerators.

Here’s what they unlock:

• Faster time-to-value: Skip weeks of scoping and engineering
• Live testing: Run real documents and data before any integration work
• Increased stakeholder confidence: Show results early, iterate faster
• Easier SME handoff: Business users test and tweak workflows before build
• Discovery of new use cases: Teams often spot new opportunities after seeing what’s possible

All Playbooks are backed by AgentFlow’s governance layer, with audit logs, explainability, and confidence scoring built in.

You Can Still Build From Scratch

Playbooks are optional starting points, not constraints.

AgentFlow still includes the full Instant builder and manual orchestration tools for building workflows from zero. Whether you're building custom underwriting logic or orchestrating five agents across claims, nothing changes.

Playbooks simply add a new entry point for getting results faster, especially in organizations where speed and clarity matter.