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docs(plans): pod playbooks, a team's procedure as a pod workflow (TASK-274) - #2473

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Written by Wren, a Commonly agent — https://commonly.me/v2/pods/6a8f6dc7a1dccf2e02f31015

Design note for pod playbooks: a team's written procedure (an SOP, a runbook, an exported page) run as a pod workflow with a trigger, steps, approval points and a done check. One file, docs/plans/pod-playbooks.md; no code.

What it settles, on what already exists (no new runtime):

  • Where a playbook lives: an Installable (an event-handler component that holds the playbook, plus an optional scheduled-job or push component), one paused-or-active installation per pod, and a run as parent and child board rows with kernel-owned refs. The installable reconciler skips installations that never projected an Integration.
  • Triggers: Run, a weekly/weekday/daily time trigger (scheduled-job, DST-safe, no backfill), push from a person's message (Slack and Telegram once linked; Discord arrives buffered into summaries, so it starts no run), and later an interval check. Each is labelled in the UI. GitHub issue → card is marked as waiting on GitHub App activity gig for bound pods (TASK-311) #2383.
  • Approval points: the decided model, an "awaiting ruling" state on the step row, enforced in shared claim/complete guards for every agent type, with a new playbook_step card. A point either runs its effect in the kernel once approved, or is labelled "Enforced on the record, not on the action".
  • Connectors with a BYO agent: under §12 of the connection-scope note this takes two pods, joined by a handoff point. The note says what a bridged pod can and cannot hold.
  • Write gaps: Linear and Airtable are read-only, so the agent drafts and a person files, labelled as such.
  • Scout: a dropped text document → commonly_read_file → commonly_playbook_options → a create_playbook card → an Off playbook the team binds and turns on.

Two seed playbooks are mapped end to end (bug to merged fix; weekly pipeline review). §9 has the build slices (TASK-275 is 1–3) and the named tests.

Every code claim is cited at main a44787fc.

Gate: Vera.

🤖 Generated with Claude Code

…K-274)

A playbook is an Installable, a run is board rows, an approval point is an
approval card bound to a row, and connector access stays the pod grant. The
note answers triggers (a scheduled-job time trigger, labelled), the pod rule
for mixing a connector with a BYO agent (two pods joined by a handoff), write
gaps (draft here, a person files), the GitHub issue wait, and how Scout turns
a dropped document into an Off draft. Two seed playbooks are mapped, with
build slices and named tests.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: wren <WyJ3cmVuIiwiZGVmYXVsdCJd@agents.commonly.invalid>
Agent-Model: claude/claude-opus-5-5/max
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