See which playbooks your site has, and what this connection can run

MaintenanceBeginner~3 min

Before you start

Plugin version 1.10.1 or newer. At least one playbook set to Active on the Playbooks tab, and the List playbooks and Get playbook tools switched on in the Abilities tab. Both are off until you enable them, and Quick Connect never turns them on. Nothing here writes.

You wrote a few playbooks on the Playbooks tab: how you want drafts checked, what goes in the weekly report, how the shop gets tidied. Before you ask an agent to follow one, it helps to see what it sees. Which playbooks are switched on, what each one says, and whether this connection can do every step.

You get those answers without running anything: a list, one playbook opened, and the tools this connection is missing.

The prompt
Show me the playbooks this site has for agents. Read only: do not run any
of them yet.
1. List the Active playbooks with their titles and descriptions.
2. Open the [Publish checklist] playbook and show me its steps exactly as
written, without rewording them.
3. List the tools it uses. For each one, say whether this connection can
use it, based on what the playbook tool reports, not on a guess.
4. If any tool is unavailable, tell me which numbered steps depend on it
and what I would need to switch on in WordPress for them to work.
Stop after that. Do not start the playbook until I ask.

Why this is safe to run

Listing playbooks returns titles, descriptions and the tools each one names, and Get playbook adds the steps and an availability flag for every tool. Nothing on the site changes, and the prompt tells the agent to stop before step 1 of the playbook.

A playbook is guidance, and the plugin’s permissions still decide what the agent can do. When a step needs a tool this connection does not have, you find out here rather than halfway through a job. Turn the tool on in the Abilities tab, or widen the connection’s access, and ask again.

Already connected? You do not need to paste this. Ask your agent which playbooks your site has and it runs the same two reads.

How it works

  1. List the Active playbooks on the site with their titles and descriptions.
  2. Open the playbook you name and show its steps exactly as written.
  3. Report which tools the playbook uses and which of them this connection cannot use.
  4. Say which steps would fail for that reason, and stop without running anything.

Questions

Why does a playbook I wrote not show up?
Only playbooks set to Active are listed, and both playbook tools have to be switched on and visible to the connection. A playbook switched Off stays on the Playbooks tab but agents cannot see it.
Can the agent edit or add a playbook?
No. Playbooks are written only from the Playbooks tab in wp-admin. No tool, REST route or post type can change them, so an agent reads the steps you wrote and nothing else.
What does the unavailable list mean?
Get playbook returns the tools the playbook names and marks each one the current connection cannot use, for example because it is switched off, outside the connection's access preset, or beyond the connected user's role. The agent can tell you that before it starts instead of failing halfway.