Playbooks & Modules
Build and customize playbooks and modules to standardize onboarding and repeatable processes.
Creating Your First PlaybookPlaybooks are templates for projects. They capture your modules, tasks, and roles so you can launch new projects quickly and consistently.
Saving a Project as a PlaybookIf you’ve built a project that you want to reuse in the future, you can save it as a Playbook.
Use the Library to Build Playbooks and Reusable ModulesThe Library in OnRamp helps you save time and stay consistent by letting you reuse Modules and full Playbooks across projects.
Create a Playbook Module in OnRampThey’re perfect for repeatable onboarding phases, internal processes, or customer milestones.
Previewing a PlaybookPreview your playbook from the customer portal to ensure tasks, instructions, and flows are correct before launching.
Using Self-Service PlaybooksAllow customers to launch their own projects from the portal by enabling self-service on a playbook.
Set Up Self-Service Playbooks for Specific AccountsBy limiting access to specific accounts, you control exactly which customers can initiate these Playbooks.
Use Linked Modules to Keep Playbooks ConsistentLinked Modules let you reuse a single module across multiple playbooks—perfect for standard processes you want to maintain in one place. When a linked module is updated, the changes automatically…
Control Task Order in a Module with Work Order SettingsWork Order settings let you control the order in which tasks inside a module must be completed. Use this feature when you want to enforce a structured sequence.