How they fit the four pillars
Four ways to create
1. Agent Builder (recommended)
In New Task, click Prompt to build in the right panel. Describe the goal in one sentence:2. Playbook Editor
Notion-like editor where you write the workflow in markdown:3. Import existing SOPs (Enterprise)
Upload Notion / Confluence / Google Docs / Word files from Settings → Playbooks → Import. Komo extracts the steps and proposes a draft.4. Record your process
Sales-specific examples
Pre-call brief
Account QBR
Weekly pipeline review
Signal-to-touch
Renewal risk scan
Competitive battlecard refresh
Running a playbook
Four invocation paths:- One-click from New Task template showcase
- Schedule — cron (see Schedules & Triggers)
- Trigger — external event
- Inbox routing rule — see Inbox routing
Writing better playbooks
Be specific about inputs and outputs.- ✅ “When email subject contains ‘compliance check’ followed by company name”
- ❌ “When someone needs a compliance check”
- ✅ “Pass if no regulatory violations in 24 months AND financial ratios within ranges”
- ❌ “Check if account is compliant”
- ✅ “If renewal date is missing, flag for manual review and notify me”
- ❌ “Handle missing data appropriately”
- ✅ “Create a Linear issue, assign to @sales-ops, set priority based on deal size”
- ❌ “Notify the relevant team”
FAQ
Can playbooks call other playbooks? Enterprise feature — contact sales. What if a step fails? Built-in retry + fallback. Failed runs preserved in History for inspection. Can I version playbooks? Yes. Every save creates a new version; roll back from the menu. How do I update one? Edit in the editor, or describe the change in natural language (“add a step: notify CFO if deal > $50k”). Goes live on next run. Can playbooks read sensitive CRM data? Yes, scoped to your account’s permissions.Turn your team’s repeated motions into one-click playbooks. Start at the Playbook Editor.