DOCS-1307 - Document how to create playbooks using Mobot - #6984
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amee-sumo wants to merge 5 commits into
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DOCS-1307 - Document how to create playbooks using Mobot#6984amee-sumo wants to merge 5 commits into
amee-sumo wants to merge 5 commits into
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…Mobot Adds a walkthrough for building and updating playbooks conversationally with Mobot, and publishes the accompanying service release note.
JV0812
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Aug 4, 2026
Co-authored-by: Jagadisha V <129049263+JV0812@users.noreply.github.com>
…ybooks.md Co-authored-by: Jagadisha V <129049263+JV0812@users.noreply.github.com>
…ybooks.md Co-authored-by: Jagadisha V <129049263+JV0812@users.noreply.github.com>
Trims duplicated create-playbook steps in the Mobot walkthrough to a reference back to steps 1-5, fixes the release note title to match its actual (create/edit/modify) scope, and renames the file to match its category tag.
JV0812
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All review feedback addressed: duplicated create-playbook steps trimmed to a reference back to steps 1–5, release note title/scope fixed, filename renamed to match its category tag, and example prompt/reply text wrapped in inline code. LGTM.
rohit-sumo
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Aug 4, 2026
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@amee-sumo , apart from these changes we also need to update the major behaviour changes for the customer.
- removed playbook preferences https://www.sumologic.com/help/docs/platform-services/automation-service/playbooks/create-playbooks/#playbook-preferences
Playbook are always Autosaved. - There is no setting to disable it now https://www.sumologic.com/help/docs/platform-services/automation-service/playbooks/create-playbooks/#playbook-preferences
- enable / disable position changed to column in table and kebab menu on playbook details page https://www.sumologic.com/help/docs/platform-services/automation-service/playbooks/create-playbooks/#playbook-preferences
- Playbook versions position change https://www.sumologic.com/help/docs/platform-services/automation-service/playbooks/create-playbooks/#playbook-preferences
- position change for edit and publish
| 1. To make changes, send a follow-up request describing the edit.<br/><img src={useBaseUrl('img/cse/edit-playbook.png')} style={{border:'1px solid gray'}} alt="edit-playbook" width="200"/><br/>Mobot returns an updated plan reflecting the new flow. | ||
| 1. Reply `Yes` (or similar) to approve, and Mobot rebuilds and resaves the playbook. | ||
| 1. Click any node on the canvas to verify the details Mobot filled in, such as the integration, resource, and field mappings pulled from the trigger payload.<br/><img src={useBaseUrl('img/cse/playbook-flow.png')} style={{border:'1px solid gray'}} alt="playbook-flow"/> | ||
| 1. Click **Publish** at the bottom of the editor to make the playbook available for use in automations. |
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Publish has been moved to the header. We need to use the updated screenshot here
|
@vishalpandey-sumo , please review the mobot related of changes. Also, add here if we need to link any existing mobot docs pages here. |
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Purpose of this pull request
This pull request documents how to create, edit, and modify playbooks conversationally using Mobot, the AI Playbook Assistant built into the Playbooks editor, and publishes the accompanying service release note.
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Ticket (if applicable)
https://sumologic.atlassian.net/browse/DOCS-1307