Playbook Branching

Create conditional paths in playbooks based on decisions.

Overview

Playbook branching lets DECISION steps route to different next steps based on the choice made. For example, a "Qualified or Disqualified?" decision can jump to different follow-up steps depending on the answer.

How It Works

• DECISION step types have branches (e.g. "Advance", "Disqualify", "Pause")
• Each branch can have a targetStepOrder that jumps to a specific step in the playbook
• Steps between the decision and the target are automatically skipped with a note explaining the branch taken
• If no target is set, the playbook advances to the next sequential step as normal

Example

A sales playbook with steps: 1) Discovery Call → 2) Decision: Qualified? → 3) Send Proposal → 4) Schedule Demo → 5) Disqualification Follow-up. If the decision at step 2 is "Disqualified", it jumps to step 5, auto-skipping steps 3-4.