Enterprise Playbook Library

Story-driven AI playbooks built for real business outcomes.

Explore practical AI workflows for non-technical teams, with clear steps and human approval for sensitive actions.

24 Ready-to-Deploy Playbooks
Human approval for sensitive actions
Connected business systems

Start with work, not AI

Three workflows. Three different reasons to involve a person.

The useful question is not whether an agent can act. It is where automation helps, where judgment matters, and how the handoff is recorded.

Customer Success

Customer Onboarding at Warp Speed

A signed customer waits while account setup, scheduling, and internal handoffs move between teams.

Systems involved

  • Salesforce
  • Notion
  • Calendly
  • Slack

Human checkpoint

A person reviews exceptions before access or customer commitments change.

Coordinate onboarding across CRM, planning, calendar, and team channels.

Finance

Invoice Approval Orchestration

Invoice details, purchase-order checks, and approvals are spread across inboxes and finance systems.

Systems involved

  • Inbox by Gmail
  • Bill.com
  • Netsuite ERP
  • Slack

Human checkpoint

The correct approver reviews mismatches or policy exceptions before payment is scheduled.

Move clean invoices forward while keeping financial exceptions visible.

DevOps

Incident Ops Squad

An operational alert begins a manual search across monitoring, code, and communication tools.

Systems involved

  • Datadog
  • Sentry
  • PagerDuty
  • GitHub

Human checkpoint

The on-call owner approves consequential remediation and public communication.

Bring diagnostic context and next actions into one controlled response.

All Featured Playbooks

Select a playbook to view detailed step triggers, connected software apps, and risk controls.

E-Commerce

Black Friday Savior

When Black Friday hits and 100,000 orders flood in, your support team doesn't break a sweat.

100%
Downtime Prevented
85%
Ticket Backlog Cut
Sales

45s Speed to Lead

Enrich, score, and route every inbound lead, your best rep gets the briefing before the prospect finishes their coffee.

45 seconds
Response Speed
3.2x
Lead Conversion Boost
Executive

Chief of Staff Meeting Brief

Your Monday morning brief, written by Sunday night, every department, every KPI, zero manual effort.

5+ hrs/week
Executive Hours Saved
100% Prepared
Meeting Context
Financial Safety

1-Click Boss Approval Safety Rule

When a $12,500 wire transfer is one click away from disaster, one executive tap says 'go' or 'no'.

$0 Risk
Unauthorized Spends
< 2 minutes
Approval Time
DevOps

Incident Ops Squad

Your site goes down at 3 AM, before you wake up, the root cause is found, the team is paged, and the status page is live.

-70%
Mean Time to Resolve
0 Seconds
Diagnostic Lag
Customer Success

Customer Onboarding at Warp Speed

Contract signed → accounts live → training scheduled → welcome email sent. All before the ink is dry.

-60%
Onboarding Time
+45%
First-Week Activity
Finance

Invoice Approval Orchestration

Invoices arrive, data gets extracted, POs get matched, approvals get routed, payments happen. You just watch.

-80%
Processing Time
0%
Late Payments
Marketing

Multichannel Content Launch

One blog post, everywhere it needs to be, published, posted, and promoted across every channel, in perfect sync.

-90%
Publishing Time
100%
Cross-Channel Consistency
HR

Zero-Touch Employee Offboarding

Someone leaves the company, their access vanishes, their data is archived, and HR gets the exit checklist. All before lunch.

0 minutes
Security Exposure
40+ hrs
HR Hours Saved/Qtr
Engineering

Automated Bug Triage & Assignment

A bug report lands, instantly categorized, assigned to the right engineer, with the full codebase context they need to fix it.

-85%
Assignment Latency
20+ hrs
Triage Time Saved/Week
Sales

Real-Time Sales Quota Dashboard

Every rep knows exactly where they stand, quota progress, forecast, and coaching actions, refreshed in real time.

+25%
Forecast Accuracy
+3x
Coaching Frequency
Engineering

PR Review Auto-Assignment

New PR opens → the right reviewer is assigned → CI runs → if it stalls, someone gets nudged. No PR rots in silence.

-70%
Review Wait Time
0 blocked
Merge Block Rate
E-Commerce

Smart Inventory Replenishment

Stock running low? Demand spiking? Purchase orders create themselves and vendors get the call, before the shelf is empty.

-90%
Stockouts
-15%
Carrying Cost
Sales

AI-Powered Lead Scoring

Not all leads are created equal, your pipeline learns which ones close, and routes the rest accordingly.

+35%
Lead Conversion
-40%
Sales Waste
Product

Customer Feedback Loop Automation

Every piece of feedback finds its way to the right product team, categorized, prioritized, and impossible to ignore.

-60%
Response Time
+85%
Feedback Coverage
Customer Success

Proactive Contract Renewal

Contracts don't sneak up on you anymore, renewal dates are tracked, health is scored, and proposals go out before the customer even asks.

+40%
Churn Prevention
+30%
Renewal Forecast Accuracy
HR

New Hire IT Onboarding

Day one, fully set up, accounts, devices, training, and a warm welcome. Before they even walk through the door.

-75%
Onboarding Time
100%
Day-1 Readiness
Marketing

Social Media Monitoring & Response

Your brand is being talked about right now, catch every mention, feel every sentiment, and respond before it trends.

-80%
Response Time
Real-time
Crisis Detection
Finance

Intelligent Expense Approval

Expense reports that approve themselves, unless something looks off, then the right person gets a single tap to decide.

-85%
Approval Time
-60%
Policy Violations
Operations

Automated Project Status Updates

Your weekly executive report writes itself, pulling from every tool your team actually uses, delivered before you ask for it.

-90%
Status Report Time
+35%
Executive Alignment
Sales

Qatar Enterprise B2B Lead Qualifier & Meeting Booker

Capture inbound leads, check PDPPL consent, enrich Qatar business profiles, and book meetings in Asia/Qatar timezone.

Asia/Qatar
Timezone Alignment
PDPPL
Compliance Flag
Sales

Qatar Government & Enterprise Tender Monitor & B2B Lead Engine

Scan Qatar tender portals, extract procurement buyer contacts, synthesize bid briefs in Arabic/English, and alert bidding teams.

Daily
Scan Frequency
100%
Lead Capture Rate
Sales

Qatar Luxury Real Estate & HNW Investor Lead Engagement Engine

Qualify HNW real estate investors for Pearl-Qatar, Lusail, and West Bay properties, send VIP digital portfolios, and schedule viewings.

< 2 min
Response Latency
Bilingual
Portfolio Delivery
Sales

Qatar WhatsApp-First Omnichannel Lead Engagement Engine

Capitalize on Qatar's WhatsApp dominance to engage leads instantly with bilingual AI responses, qualify intent, and hand off to sales.

WhatsApp
Channel
< 30 sec
Response Time