Is there a way to have a robot take action on a record without adding the record to Playbooks?

Overview

You are wondering if there is a way to have a robot take action on a record without adding the record to Playbooks. For example, you may want to trigger a notification even if a record is not in Playbooks.

Information

No, a robot can only act on a record within Playbooks, so you must add the record to Playbooks first, either by enrolling it with a robot or by adding it manually. See Adding Records to Playbooks for more information. In the above example, the triggered notification would appear on the record within Playbooks, so this is why the record must first be added to Playbooks.