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Getting started

From a template to your first finished run: copy a Playbook into your account, fill in what it asks you for, run it, and read what comes back.

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  1. 011. Copy a template
  2. 022. Make it yours
  3. 033. Deploy, then run the private Service
  4. 04Where next

Build a Service around the work you want done. Start with a brief or a template, finish its setup, then run it privately. Publishing is a separate choice.

The Service's underlying definition is its Playbook: the instructions, steps and Resources used to produce an Outcome.

1. Copy a template

Browse the Library, choose a template and use its copy action. Read its required inputs, Connectors and example Outcome before choosing it. The copy belongs to your account; later changes to the original template do not rewrite it.

To start without a template, open Create a Service, describe the work and choose Shape this Service. See Build from scratch.

2. Make it yours

Use the Service's document and conversation to refine the goal, Outcome, rules and Resources. Replace example Reference files with your own information and connect the tools the Service needs.

YAMO helps author the definition, then build its steps. Review what is saved and resolve the setup items. A copied template is a starting point, so check its assumptions before using its Outcome.

3. Deploy, then run the private Service

Deployment is automatic when the owner-side readiness checks pass. There is no separate Deploy button. The Service becomes private and runnable; it is not published.

Open an Instance, supply its required inputs and customer-side Connections, and confirm the Run. Runs continue in the background. The Instance keeps the conversation, Run history and finished work.

Read the Outcome, step evidence and receipt when the Run finishes. If it fails or needs approval, inspect its recorded status and explanation before continuing.

Where next

  • Concepts: Service, Instance, Run and related terms.
  • Run: inputs, schedules, approvals and delivery.
  • Build: authoring the definition and steps.
  • Publish: listing a Service on your Storefront.
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See it working

Open a Playbook that does this

Every template in the library publishes its contract and a real example output.