Workbook (reusable tasks)

Optional block for named tasks reusable across workflows.

What it is

• A list of named actions with the same shape as workflow steps (tool, data, auth, code/command/sql, assert, sink)
• Invoked from workflow steps via tool: workbook and a name reference

Required keys

• workbook: array of task objects
• Each task: name, tool (any action type except workbook), plus fields required by that action

Invocation from workflow

• Create a workflow step with tool: workbook
• Provide name: <task> so the engine resolves the workbook entry
• Pass data just like any other step to override inputs on that invocation

Patterns

• Small Python utilities (validation, transformations)
• Parameterised SQL snippets (Postgres, DuckDB)
• Reusable HTTP integrations shared across steps or playbooks

Tips

• Keep task names unique within the workbook scope
• Document expectations with assert.expects/assert.returns
• Combine with sink to persist reusable action results consistently