Playbook Import Export and Agency Reuse

Reuse boundary

Reusable playbooks are useful for agencies, but they should never carry client-specific secrets, provider keys, customer data, private policies, or assumptions about WooCommerce configuration. Export the repeatable structure, then localize the context on each site.

Import review

Before importing, compare provider setup, Knowledge Base sources, roles, approval policy, product language, coupon rules, order status conventions, and support ownership. The slash commands tutorial explains playbook behavior, while playbooks and quick actions covers structured input and approval boundaries.

Agency standard

Track source site, export date, version, owner, required local changes, and first-run result. Imported playbooks should run in staging or read-only mode before client production execution.

Quick reference

• Use this page when turning repeatable WordPress, WooCommerce, marketing, support, reporting, agent, or tool work into a controlled process.
• Do not enable unattended write behavior, external calls, or customer-facing output before failure handling and approval ownership are clear.
• Key decision: whether the process is mature enough to become repeatable without hiding trigger, owner, approval, or failure behavior.

Scope limits

• Do not use this page to import, enable, or schedule workflow execution from another site without localizing provider, policy, product, role, and approval assumptions.
• This page does not justify unattended execution when trigger scope, owner response, failure handling, or approval behavior is unclear.
• Use it to narrow repeatable work before expanding to write actions, external services, or customer-facing output.

Owner and cadence

• Primary owner: operations lead for the affected workflow, watcher, agent, playbook, or custom tool.
• Review cadence: before first run, after failed runs, after provider changes, and during monthly workflow review.
• Escalate when exported playbooks carry client-specific assumptions, secrets, private policies, or unreviewed write behavior into another site.

Access and data boundary

• Workflow evidence should name trigger scope, owner, allowed records, approval point, run state, failure route, and kill switch before any production write access expands.
• Grant workflow, watcher, playbook, agent, and custom-tool access by role, record type, launch surface, and risk level.
• Start with read-only, staging, simulation, or notification-only runs before allowing production writes, external webhooks, or unattended execution.

Production checklist

• Remove client-specific secrets, customer data, private policies, and provider assumptions before exporting a playbook.
• Localize imported playbooks for each site's roles, Knowledge Base sources, WooCommerce rules, approval policy, and provider setup.
• Define trigger, owner, input data, output, approval requirement, retry behavior, failure notification, and kill switch before enabling a workflow.
• Start with read-only runs or staging examples until the team has reviewed successful traces and audit records.

Acceptance checks

• The imported playbook runs read-only or in staging before production execution.
• Agency operators can identify source site, export date, local changes, owner, and first-run result.
• The workflow or agent has a named owner who can pause it and explain its last run.
• Failures produce enough audit, diagnostics, and notification context for another operator to respond.

Failure modes to test

• Test vague triggers, imported client assumptions, noisy alerts, missing owners, pause controls, running jobs, and approval bypass attempts.
• Test missing trigger data, duplicate runs, retry exhaustion, failed notifications, stale sources, permission denial, tool errors, and provider limits.
• Confirm write actions remain paused or approval-gated when simulation, staging, or first-run evidence fails.

Evidence to capture

• Record trigger, owner, input scope, affected records, approval point, run ID or timestamp, output artifact, and failure response.
• Capture simulation, staging, notification-only, or first production run evidence before expanding workflow scope.

Decision record

• Decision field to include: whether the workflow remains read-only, notification-only, approval-gated, or write-capable after the first review.
• Record the workflow decision, trigger, owner, input scope, output artifact, approval point, retry rule, failure notification, and kill switch.
• Include the first-run evidence, run ID or timestamp, cost expectation, expansion criteria, and the condition that keeps write actions paused.

Stop or rollback path

Disable or narrow workflow execution when trigger scope, approval behavior, imported assumptions, noisy alerts, or failure handling are unclear. Restart only after run history and owner-reviewed criteria are documented.

Monitoring window

• Monitor first runs, retries, costs, failures, alert volume, queued work, and owner response time.
• Review run history before enabling write actions, more triggers, or broader records.

Expansion criteria

• Workflow scope can expand only when pause controls, imported assumptions, owner response, and approval behavior are proven.
• Expand workflow execution only after first-run history shows expected output, manageable alert volume, known cost, and clear failure handling.
• Write-capable steps remain approval-gated until staging, simulation, or notification-only runs are stable.

Common mistakes

• Importing an agency playbook into a client site without localizing provider, policy, product, role, and approval assumptions.
• Turning a useful prompt into automation before defining trigger, owner, input scope, approval rule, and failure handling.
• Ignoring noisy alerts or failed runs until operators stop trusting the workflow surface.

Common questions

When should a repeatable task become a workflow?

Only after the manual process has a stable trigger, owner, input scope, output, approval point, failure response, and monitoring path.

Who should own this decision?

The operations owner should own the workflow, with specialist reviewers for customer, commerce, content, support, or tool impact.

What should stop the rollout?

Stop when trigger scope, owner, run state, approval behavior, failure response, or write capability is unclear.

Related operations

• Review Agency Governance.
• Use Workflow Safety before enabling recurring workflows.
• Use Workflow Safe Mode and Kill Switches before production workflow rollout.
• Review Audit Log Review after the first production runs.
• Use Model Evaluation and Regression Review before broad agent or workflow rollout.
• Use Prompt Template Governance before sharing reusable instructions.
• Use Tool Validation and Schema Testing before exposing custom tools.
• Use Webhook and External Service Security before sending data outside WordPress.