Step 2: Process
Step 2 asks how this Force should operate. You choose a playbook: the ordered steps the team runs for every case.
What you will do
Pick a playbook
Under Suggested you see up to three playbook templates as cards, plus a Start from scratch card. Click one to select it. The default is Managed Research Crew. Click the (i) on a card to read what the template does.
Screenshot placeholderScreenshot to add: Suggested playbook cards with one selected. Browse every playbook (optional)
If there are more than three templates, click Browse all N playbooks. A drawer titled Playbooks opens with a search box. Choose a playbook, then click Done.
Screenshot placeholderScreenshot to add: The Playbooks drawer with the search box and a selected playbook in the footer. Check the flow
Under The flow you see the engine steps the playbook will run. Click any node to see its kind, which role runs it, and a description. The tag shows how many steps there are.
Screenshot placeholderScreenshot to add: The flow diagram with one step expanded to show its details. Edit steps (optional)
Click Edit steps to open the Force's Work tab, where you can add, remove, reorder and retype steps. You can also do this after setup.
Continue
Click Shared knowledge. If you changed the playbook, a dialog asks Change this process? and warns that it "replaces the current playbook and its per-step settings". Click Change process to confirm. A toast says Process saved.
Step kinds
| Step | What it does |
|---|---|
| Research (fan out to workers) | Sends the same read-only job to several members for independent answers |
| Synthesize | Combines upstream outputs into one working result |
| Review | Checks the result and can request a bounded revision |
| Deliver | Performs the declared delivery action. Only a Deliver step may change external systems |
| Work | One member investigates and produces a work product |
| Decide | Classifies the work into the declared outcomes |
| Human | Pauses for a person to answer a structured question |
| Delegate | The team lead chooses which members handle the work |
| Coordinate | The team lead reconciles the work and decides what happens next |
| Present | The team lead packages the approved result for the requester |
| Parallel | Runs distinct branches at the same time and collects the results |
Next: Step 3: Knowledge.