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Playbooks

Save a graph of agent nodes with gates between them, then run it as one unit from any thread.

A playbook is a saved graph of agent nodes joined by edges, with optional gates between them. You run it as one unit.

Parts of a playbook

PartWhat it is
NodeOne agent run. It picks an installed agent and model, and gives it a role and an instruction.
EdgeConnects two nodes. The upstream node's output becomes the downstream node's context.
GateA pause on an edge: a verify command, or your approval.
LoopAn edge that sends work back to an earlier node, bounded by an iteration cap.

What a run handles for you

  • Automatic handoffs between nodes.
  • Verify gates and human approval gates.
  • Iteration caps and timeouts.
  • A fresh session if a node's agent crashes.
  • A transcript for each node that you can inspect.
  • Re-running from a chosen node.

A playbook run appears on the Fleet board like any other thread.

Palisade never swaps in a different agent when a node's agent is unavailable.

Running a playbook

Type |= in any thread to run a saved playbook. Use Test run on the canvas to try it out.

Editing on the canvas

  • On an empty canvas, select Add your first node.
  • Connect nodes by clicking one port, then another.
  • Select a node or edge to open its inspector.
  • Edits are staged. A bar reads Unsaved changes with Discard and Save.
  • Discard reverts to the saved playbook.
  • Validation problems appear once you have unsaved changes.

From the Playbooks panel you can Duplicate a playbook or Delete it after a confirmation.

Where playbooks live

Playbooks are project-scoped. They are saved as JSON under .palisade/chains/ in your repository, so they ship with the repo. Your team gets the same playbooks when they clone it.

Not yet built

  • Scheduling and event triggers.
  • Drag to connect from a port.
  • Edge labels and multi-select.