​

Create and run playbooks

​

What does this do for me?

Playbooks are reusable bulk operations. Choose a type, configure the parameters, and run it manually or on a schedule. Each run creates a change set that goes through the same review and approval workflow.

​

Supported playbook types

​

Vendor price adjustment

Adjust product prices for one vendor by a percentage. Use a positive number to increase prices or a negative number to decrease them. Range: -90% to +500%.

​

Metafield backfill

Set a metafield value on products that match a query. For example, set custom.priority to standard on all active products.

​

Tag governance

Add or remove a tag from products that match a query. For example, add the tag reviewed to all active products.

​

1. Choose a playbook type

1. Go to Playbooks in the sidebar.
2. Select one of the three playbook types.
3. Fill in the playbook details:
   • Name — a descriptive name.
   • Project — optionally group with related work.
   • Type-specific fields (vendor, percentage, namespace, key, value, tag, action).
4. Optionally configure a schedule:
   • Run every (minutes) — set an interval of at least 10 minutes.
   • Enable schedule — turn on scheduled execution.
5. Select Create.

​

2. Run a playbook

1. Go to Playbooks in the sidebar.
2. Find your saved playbook and select Run now.
3. The playbook creates a change set with the proposed changes.
4. Go to Change sets to review, approve, and execute the result.

​

3. Schedule a playbook

When you enable a schedule, the app runs the playbook automatically at the configured interval. Each run creates a new change set. Schedule limits per plan:

​

4. Manage saved playbooks

• Saved playbooks are listed on the Playbooks page below the creation form.
• Each playbook shows its type, whether it is scheduled, and the next scheduled run time.
• Run any playbook manually using the Run now button.
• Saved playbooks cannot be edited, disabled, or deleted from the Playbooks page. To stop a scheduled playbook, contact support.