Runbooks

Use Runbooks to automate repeatable, multi-step AI workflows for common tasks such as account reviews, payment investigations, and configuration support.

Runbooks are AI-powered workflows for repeatable, multi-step tasks. Instead of entering the same prompt sequence each time, you can start a Runbook to guide a common process. Note that Runbooks are available only in Zuora AI Chat. They are not available through MCP.

Common Runbook use cases include:

Use case	Description
Account review	Summarize an account’s billing health.
Payment investigation	Diagnose a failed payment.
Revenue review	Review a subscription’s revenue recognition status.
Collections review	Investigate overdue invoices across accounts.
Configuration support	Guide setup or onboarding tasks.