Start from what already works.

66 assets

• Playbook

  Month-end close

  Runs the close as one governed process, from collecting records to final sign-off, with a decision trail at every step.

  Finance

• Agent

  Variance analyst

  Explains budget-to-actual movement in plain language, tracing each variance back to the transactions behind it.

  Finance

• Skill

  Invoice data extraction

  Reads invoices in any format and returns clean, validated line items any playbook can use.

  Finance

• Playbook

  New hire onboarding

  Coordinates accounts, equipment, training, and check-ins from signed offer to day 90.

  People

• Agent

  Recruiting coordinator

  Screens applicants against the role and handles interview scheduling, so recruiters spend time on conversations.

  People

• Skill

  Policy Q&A

  Answers employee questions from current policy, always citing the exact section it used.

  People

• Playbook

  Account planning

  Builds a living plan for each strategic account from CRM data, calls, and news, and keeps it current.

  Sales

• Agent

  Deal desk assistant

  Checks quotes against pricing policy and prepares approval requests, so deals don't stall in back-and-forth.

  Sales

• Skill

  Meeting brief

  Prepares a one-page brief before any customer meeting, ready before the call starts.

  Sales

• Playbook

  Ticket triage and resolution

  Classifies, prioritises, and resolves routine tickets within policy, escalating the rest with the full story.

  Customer Service

• Agent

  Support copilot

  Sits beside your support team, suggesting answers and next steps as they work each conversation.

  Customer Service

• Skill

  Knowledge article drafting

  Turns resolved tickets into clear help-centre articles, ready for an editor to review.

  Customer Service

• Playbook

  Contract review

  Reviews inbound contracts against your standard positions and proposes redlines for counsel.

  Legal

• Agent

  Contract obligations tracker

  Monitors renewals, notice periods, and commitments across your agreements and alerts owners in time.

  Legal

• Skill

  NDA triage

  Checks a mutual NDA against policy and returns a clear pass or a flagged list with reasons.

  Legal

• Playbook

  Quality deviation handling

  Moves a quality deviation from first report to documented closure, with full traceability.

  Manufacturing

• Agent

  Maintenance planner

  Spots early signs of equipment issues and schedules maintenance around production.

  Manufacturing

• Skill

  SOP lookup

  Finds the right standard procedure for the task at the line, in plain language, from controlled documents.

  Manufacturing

• Playbook

  Demand-led replenishment

  Adjusts store and warehouse orders from demand signals and stock position, with planners in control.

  Retail

• Agent

  Merchandising analyst

  Tracks product performance and suggests range and pricing actions for merchants to evaluate.

  Retail

• Skill

  Product description writer

  Writes consistent, on-brand product copy from supplier data, ready for review before it goes live.

  Retail

• Playbook

  KYC refresh

  Runs periodic customer due diligence end to end, handing analysts a complete file to decide on.

  Banking

• Agent

  Credit memo drafter

  Prepares first-draft credit memos from financials and covenants, with every figure linked to its source.

  Banking

• Agent

  Due diligence analyst

  Collects and checks customer documents for due diligence reviews, chasing anything missing so analysts get a complete file.

  Banking

• Skill

  Transaction alert summary

  Condenses a flagged alert into a short, sourced summary with the context an investigator needs.

  Banking

• Playbook

  Claims intake and triage

  Turns a first notice of loss into a complete, routed claim, flagging complexity for people.

  Insurance

• Agent

  Underwriting assistant

  Prepares broker submissions with the risk information underwriters need, so they can focus on judgement.

  Insurance

• Agent

  Claims adjuster assistant

  Prepares every claim file for the right handler, with the facts, coverage position, and open questions in one place.

  Insurance

• Skill

  Policy document comparison

  Compares two policy wordings and explains, clause by clause, what changed and why it matters.

  Insurance

• Playbook

  Supplier disruption response

  Detects supply risk early and coordinates the response across planning, procurement, and sales.

  Supply Chain

• Agent

  Shipment tracker

  Follows shipments end to end, predicts late arrivals, and raises exceptions before customers notice.

  Supply Chain

• Skill

  Customs document check

  Validates trade documents for completeness and consistency before they hold up a shipment.

  Supply Chain

• Playbook

  Shipment status portal updates

  Replaces the team that re-keys shipment milestones into dozens of shipper portals, with conflicts, escalations, and audit evidence handled by design.

  Transportation

• Playbook

  Real-time freight quote

  Gives sales reps an answer while the customer is still on the call, and routes only the genuinely hard requests to the pricing desk, with the work already done.

  Transportation

• Agent

  Shipment event reconciler

  Builds one trusted timeline for every shipment from the TMS, telematics, terminal feeds, and dispatcher emails, and flags the events that cannot all be true.

  Transportation

• Agent

  Portal update operator

  Works in any shipper's web portal the way a customer service rep does, including portals with no API, and proves every update landed.

  Transportation

• Agent

  Freight quote engine

  Turns a validated request into a priced, explained quote in seconds, or says clearly why a person is needed.

  Transportation

• Skill

  Shipment email event extraction

  Reads dispatcher, terminal, and carrier emails and returns structured shipment events with a confidence score and the exact sentence each came from.

  Transportation

• Skill

  Shipper milestone mapping

  Translates an internal event into the exact milestone, reason code, and required fields that each shipper's portal expects.

  Transportation

• Skill

  Lane capacity check

  Tells you whether equipment and capacity really exist on a lane for the requested dates, and what the alternatives are.

  Transportation

• Skill

  Rate build-up calculator

  Builds a freight rate line by line from the base lane rate to the final price, so every number can be explained.

  Transportation

• Playbook

  Contractor billing three-way match

  Matches every contractor invoice line to gate data and approved work, resolves disputes, and posts clean payables, so the team that matched lines by eye can review exceptions instead.

  Construction & Mining

• Playbook

  Real-time building materials quote

  Prices aggregates and building supplies while the customer is still talking, from live stock, haulage, and terms, and sends only the hard cases to operations and pricing.

  Construction & Mining

• Playbook

  Equipment maintenance and parts coordination

  Coordinates a repair across maintenance, procurement, finance, and operations, whose systems do not talk to each other, without anyone chasing CSV exports.

  Construction & Mining

• Agent

  Contractor invoice matcher

  Matches each invoice line to gate tickets and approved work, handles the awkward many-to-many cases, and explains every difference in dollars.

  Construction & Mining

• Agent

  Contractor dispute coordinator

  Runs a billing dispute from the first itemised message to resolution, with the evidence, the tone, and the deadlines handled for you.

  Construction & Mining

• Agent

  Materials quote engine

  Prices aggregates and building supplies from live stock, haulage, and customer terms, including the effect of scarcity on price.

  Construction & Mining

• Agent

  Fleet maintenance planner

  Diagnoses a fault from codes and history, then builds a safe, complete job plan with parts, skills, and downtime.

  Construction & Mining

• Agent

  Cross-system data consolidator

  Builds one trustworthy view from procurement, finance, planning, and operations systems that do not talk to each other, and labels how fresh each number is.

  Construction & Mining

• Agent

  Parts expediter

  Finds the right part fast, compares vendors on lead time and landed cost, and chases delivery until the part is on site.

  Construction & Mining

• Skill

  Gate and haul ticket normalisation

  Turns gate, weighbridge, and haul tickets from different systems and formats into one clean record, with voids and duplicates flagged.

  Construction & Mining

• Skill

  Contract rate and tolerance check

  Works out what a line should cost under the contract and compares it with what was invoiced, within the contract's tolerances.

  Construction & Mining

• Skill

  Inventory availability check

  Tells you how much of a product is genuinely available to promise for a date, location, and customer, and how much to trust the number.

  Construction & Mining

• Skill

  System export normaliser

  Brings exports and reports from separate systems into one consistent shape, and warns you when an export quietly changes.

  Construction & Mining

• Playbook

  Automated lessons learned with financial impact

  Notices when a project drifts, finds out why, puts a dollar range and a risk score on it, and submits the lesson for approval, so project managers are not the ones writing it.

  Construction & Mining

• Playbook

  Pre-construction lessons review

  Before a bid or kickoff, finds the lessons that matter for this project, checks whether the plan already deals with them, and turns the gaps into costed risks.

  Construction & Mining

• Agent

  Root cause investigator

  Works out why a project drifted by testing competing explanations against the evidence, and shows its working, including what does not fit.

  Construction & Mining

• Agent

  Financial impact estimator

  Puts a dollar range on a lesson, positive or negative, shows the assumptions behind it, and says how much to trust it.

  Construction & Mining

• Agent

  Lessons advisor

  Gives a project team the few lessons that matter for their job, in their own terms, and tells them whether the plan already handles them.

  Construction & Mining

• Skill

  Risk and impact scoring

  Places a lesson or risk on your risk matrix, with likelihood, dollar impact, and an expected value you can compare.

  Construction & Mining

• Skill

  Similar project retrieval

  Finds the past projects most like a new one, and says plainly how they differ and how much to trust the comparison.

  Construction & Mining

• Agent

  Pricing desk coordinator

  Routes quotes that need a person to the right analyst by expertise, workload, and availability, and keeps every SLA from quietly slipping.

  Sales

• Skill

  Margin guardrail check

  Checks a price against the margin floor for the customer, product, and deal size, and shows the gap and who can approve it.

  Sales

• Playbook

  Prior authorisation

  Assembles the clinical evidence for each request and tracks it through to a payer decision.

  Healthcare

• Agent

  Patient access coordinator

  Handles routine scheduling and preparation questions, and passes anything clinical to your care team.

  Healthcare

• Skill

  Clinical note summary

  Condenses a patient record into a concise handover summary, linked back to the original entries.

  Healthcare