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Playbooks
A Playbook is the definition of a WorkStream: the stages it runs, the agents scoped to each stage, and the rules in force. Each Playbook below opens in a builder view where you can step through its versions and see the ruleset each one put in force.
Playbooks
Procurement
Intake to purchase order
A plain-language request becomes an issued PO (purchase order), sourced, compared, and approved on one track.
6 stages. 3 versions. Current: v11.
Open the builder viewProcurement
Vendor onboarding
Invite to activated supplier, with KYB (know your business) checks, contracting, and ERP setup handled end to end.
5 stages. 3 versions. Current: v5.
Open the builder viewPeople Ops
New hire onboarding
Requisition to day-one ready across the HRIS and the systems a new joiner needs.
5 stages. 2 versions. Current: v3.
Open the builder view