> This page is for Docs.

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://zuora.ferndocs.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://zuora.ferndocs.com/_mcp/server.

# Create Runbooks

> Create reusable Runbooks in Zuora AI from scratch or by saving existing conversations.

Create reusable Runbooks in Zuora AI from scratch or by saving existing conversations.

You can create a Runbook in either of the following ways:

* Create a Runbook from scratch by defining the prompt and the steps that it follows.
* Save a Runbook from an existing conversation in full-screen mode.

Open Zuora AI and decide which creation method to use.

Create the Runbook using your chosen method.

* To create a Runbook from scratch, define the prompt and then add the steps that the Runbook follows.
* To save a Runbook from a conversation, open the conversation in full-screen mode and click **Save as Runbook**.

Reuse or share the saved Runbook with your team as needed.

> **Note**
>
> After you save a Runbook, it remains available for reuse and sharing.

Your Runbook is created and ready to be reused or shared.