Describe recurring work and get an installable playbook

New Feature

Describe a recurring job in your own words and Task Machine can design a complete playbook for it. You review the proposed process before it adds the agents, documents, goal, workflow, and schedule needed to run the work again. We built it because many recurring jobs have no ready-made playbook in the gallery.

Custom playbook creation is available from the public playbook generator, onboarding, and Create custom in the Playbooks gallery. Describe the outcome, how often the work happens, and where you want approval. An agent then helps you refine the process in Chat.

The preview shows what the playbook will add to the workspace and how much manual time the recurring process is expected to replace.

A playbook preview showing the project, agent, workflow, document, and skills that will be installed together

Review the whole process before installing it

Nothing is added while the playbook remains a proposal. Approving it installs the complete setup together, so its agents, knowledge, workflow, and schedule are ready to work as one process.

Task Machine reuses an existing agent when someone in the workspace already fits the proposed role. The preview names that agent before installation, helping you avoid creating duplicate specialists.

Installed workflows begin as drafts. You can inspect the steps, adjust where approval belongs, and publish the version you want before its schedule starts using it.

Browse the playbook gallery or read Playbooks for the full creation and approval flow.