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Playbooks & Runs

The two most important concepts to understand in Relay are playbooks and runs.

  • A playbook is a “blueprint” of a workflow, outlining all the steps that need to happen over and over again when this workflow is run.
  • A run is a specific “instance” of a Playbook, helping you and your team keep track on what needs to be done while the mundane steps are automated. Runs can be started manually or triggered automatically.

For example, you might have a ‘Customer onboarding’ playbook that’s used to outline and assign all the manual and automated steps that need to happen to fully onboard a new customer. Runs for this playbook are specific for each new customer, and might be automatically triggered every time a new customer is added in your CRM.