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

# Runbooks

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

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.                    |

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

## Docs

- [Create Runbooks](https://zuora.ferndocs.com/docs/platform/zuora-ai/ai/runbooks/create-runbooks.md): Create reusable Runbooks in Zuora AI from scratch or by saving existing conversations.