Playbooks
Teach it once. It runs every time.
Saved multi-step routines the AI can rerun on a schedule: month-end close, chase overdue, quote-to-cash, win-back, run payroll, launch a promo. Steps that matter pause for your OK.
The agent does
- Runs your routines on a schedule
- Pauses at any step marked for approval
- Comes with ready-made Playbooks for common jobs
You decide
- Which steps need your OK
- When each Playbook runs
Just ask
“Save this as a Playbook”“Run month-end close”“Run win-back every Monday”
Hand over the busywork. Keep the final word.
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