Playbook

A structured set of instructions that define how to execute a specific business process. In traditional operations, playbooks are documentation — PDFs, wiki pages, or checklists that humans follow manually.

In the shiftagent platform, playbooks are executable code. Written as structured YAML or Markdown files with frontmatter, they live in git repositories and define trigger conditions, step sequences, decision points, escalation rules, and success criteria. AI agents execute these playbooks autonomously, and the playbooks improve over time as agents encounter and document edge cases.