The Journey
1
Describe your job on Home
The Home screen in the left sidebar has one big input. Type what you want done in plain English — as specific or as general as you like. When you send it, Aident opens the editor for a new playbook.
2
Aiden drafts the playbook
Aiden is the chat in the side panel of the editor. It writes the first draft of your playbook — the 🎯 Goal, the ⚙️ Integrations it needs, and the 📄 Plan (an Input card, ordered Steps, and an Output card). You can edit any section directly, or ask Aiden to rework it.
3
Connect the apps you need
Look at the integration pills under ⚙️ Integrations. Orange means you haven’t signed in yet — click the pill to connect. Red means Aiden couldn’t resolve a reference; click Ask Agent to Fix and Aiden will repair it. White means ready to go.
4
Set up a Trigger — or just run it now
Open the Triggers tab at the top to choose when your playbook runs. Pick a Time Trigger for a schedule, or an External Event trigger to run when something happens in Gmail, Slack, or another connected app. You can also run it on demand with Test Run while you’re testing.
5
Watch it on the Dashboard
The Dashboard in the left sidebar shows every playbook you’ve built, its current status, active trigger state, and last run. Open a playbook to review its full results history.
6
Keep refining with Aiden
Aiden stays available in the side chat of the editor. Ask it to add a step, tighten the Goal, switch integrations, or explain why something ran the way it did. The playbook updates in place.
The Three Tabs
Every playbook has three tabs at the top of its page. You’ll switch between them as you design, schedule, and review.
The main canvas, plus Aiden in the side chat. Design and refine here.
- 🎯 Goal
- ⚙️ Integrations
- 📄 Plan
Configure when the playbook runs — a Time Trigger for a schedule, or an External Event for something in a connected app. The Input and Output live here too.
The full history of past runs. Click any run to see what Aiden did, the input it received, and the output it produced.
Dashboard Status at a Glance
When you look at your list on the Dashboard, each playbook shows one of these labels.Healthy — triggers active and running
Healthy — triggers active and running
The playbook has active triggers and recent runs are succeeding. Nothing to do.
Running — execution in progress
Running — execution in progress
A run is happening right now. Open it to watch live.
Awaiting — needs your input or approval
Awaiting — needs your input or approval
The playbook paused and is waiting on you. Open it to respond.
Failed — last execution errored
Failed — last execution errored
The last run didn’t finish. Open it to see what went wrong, or ask Aiden to fix it.
Not Ready — no active triggers configured
Not Ready — no active triggers configured
The playbook exists but has no trigger turned on. Open the Triggers tab to add one.
Next Steps
Get Started
Build your first playbook from Home
Playbooks
Tour the three sections of the canvas
Triggers
Choose when your playbook runs
Connect Your Tools
Sign in to the apps your playbook uses