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DOCS-1307 - Document how to create playbooks using Mobot - #6984

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DocumentHowToUseMobotToCreatePlaybooks
Aug 5, 2026
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DOCS-1307 - Document how to create playbooks using Mobot#6984
amee-sumo merged 9 commits into
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DocumentHowToUseMobotToCreatePlaybooks

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Purpose of this pull request

This pull request documents how to create, edit, and modify playbooks conversationally using Mobot, the AI Playbook Assistant built into the Playbooks editor, and publishes the accompanying service release note.

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  • Minor Changes - Typos, formatting, slight revisions
  • Update Content - Revisions, updating sections
  • New Content - New features, sections, pages, tutorials
  • Site and Tools - .clabot, version updates, maintenance, dependencies, new packages for the site (Docusaurus, Gatsby, React, etc.)

Ticket (if applicable)

https://sumologic.atlassian.net/browse/DOCS-1307

…Mobot

Adds a walkthrough for building and updating playbooks conversationally with Mobot, and publishes the accompanying service release note.
@amee-sumo amee-sumo self-assigned this Aug 4, 2026
@cla-bot cla-bot Bot added the cla-signed Contributor approved, listed in .clabot file label Aug 4, 2026
Comment thread docs/platform-services/automation-service/playbooks/create-playbooks.md Outdated
Comment thread blog-service/2026-08-05-search.md Outdated
Comment thread blog-service/2026-08-05-search.md Outdated
Comment thread docs/platform-services/automation-service/playbooks/create-playbooks.md Outdated
Comment thread docs/platform-services/automation-service/playbooks/create-playbooks.md Outdated
amee-sumo and others added 4 commits August 4, 2026 18:06
Co-authored-by: Jagadisha V <129049263+JV0812@users.noreply.github.com>
…ybooks.md

Co-authored-by: Jagadisha V <129049263+JV0812@users.noreply.github.com>
…ybooks.md

Co-authored-by: Jagadisha V <129049263+JV0812@users.noreply.github.com>
Trims duplicated create-playbook steps in the Mobot walkthrough to a reference back to steps 1-5, fixes the release note title to match its actual (create/edit/modify) scope, and renames the file to match its category tag.
@amee-sumo
amee-sumo requested a review from JV0812 August 4, 2026 12:41

@JV0812 JV0812 left a comment

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All review feedback addressed: duplicated create-playbook steps trimmed to a reference back to steps 1–5, release note title/scope fixed, filename renamed to match its category tag, and example prompt/reply text wrapped in inline code. LGTM.

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@amee-sumo , apart from these changes we also need to update the major behaviour changes for the customer.

Comment thread docs/platform-services/automation-service/playbooks/create-playbooks.md Outdated
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@vishalpandey-sumo , please review the mobot related of changes. Also, add here if we need to link any existing mobot docs pages here.

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Also, there is a way to build the playbook in one go, the user will have to explicitly ask for it, do we add it somewhere in the doc as well ? cc - @rohit-sumo

Comment thread docs/platform-services/automation-service/playbooks/create-playbooks.md Outdated
Removes the deprecated Playbook preferences section since autosave is always on, updates Publish button location to the header, adds the versions dropdown, and documents both places to enable/disable a playbook.
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amee-sumo added this pull request to the merge queue Aug 5, 2026
Merged via the queue into main with commit d5801ca Aug 5, 2026
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amee-sumo deleted the DocumentHowToUseMobotToCreatePlaybooks branch August 5, 2026 14:04
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4 participants