Big hours
Daily reports, work order intake and shop floor reporting sit at the top of their catalogs.
Workflows
Back office process automation across your existing tools
Explore back-office process automation for manufacturing, construction and property management, with ERP workflows, review steps and documented outputs.
- 31playbooks
- 3industries
- 1,554processes in the catalog
Pick your industry
Every playbook belongs to one industry. Start with yours.
- Construction 10 playbooks Certified payroll, lien waivers, sub pay app review, WIP schedule See playbooks
- Manufacturing 10 playbooks AP three-way match, cycle counts, MRP exceptions, nonconformance to CAPA See playbooks
- Property management 11 playbooks Work order dispatch, security deposits, CAM reconciliation, HUD recertifications See playbooks
What every playbook covers
Each playbook answers the same questions in the same order. Read one and you can find your way around the next in seconds.
- The job in one minute What it produces, who owns it, how often it runs.
- Why it hurts Where the hours go and where the mistakes cost money.
- Systems it touches The ERP screens, portals, spreadsheets and inboxes.
- The workflow, step by step Each step marked Action, Decision or Human review.
- Rules vs judgment What runs as an exact rule, what the model reads, what a person decides.
- When it stops The common exceptions and what happens to each.
- What you end up with The finished output and the record behind it.
- Questions The ones controllers and managers ask first.
How to pick your first playbook
Hours are one reason to automate. A legal or contractual clock is another. The best first agent usually has both.
A clock that cannot slip
Certified payroll, lien waivers, COI compliance, security deposits, adverse action notices, late fees, HOA violations, HUD recertifications and trust account reconciliation all run on dates set by law or contract.
Money out the door
Three-way match, sub pay app review and invoice coding guard every payment.
- Certified Payroll Weekly sworn prevailing-wage reports, checked worker by worker and filed with the agency Read the playbook
- Change Orders A field change carried from the PCO log to executed owner and sub change orders in the ERP Read the playbook
- Daily Reports The dated jobsite record, assembled from crew sheets, photos and tickets, with hours carried to the ERP Read the playbook
- Lien Waivers Conditional, unconditional and final waivers requested and checked against every payment Read the playbook
- Owner Billing & Pay Apps The monthly G702 and G703 built from the ERP and keyed into each payer's portal Read the playbook
- RFI & Submittal Logs Questions and product packages routed, chased and handed to purchasing Read the playbook
- Subcontractor COI Certificates and endorsements checked against the insurance exhibit, and renewals chased Read the playbook
- Sub Pay App Review Three gates on every sub pay app: intake, compliance and line-by-line schedule of values Read the playbook
- Invoice Coding to Job Cost Every invoice line coded to job, cost code and cost type, with a weekly miscode sweep Read the playbook
- WIP Schedule The monthly WIP rebuilt, profit fade flagged and the result tied to the general ledger Read the playbook
- AP Three-Way Match Match every invoice line to its PO and receipt, then post, hold or route by tolerance. Owner: accounts payable Read the playbook
- Customer PO to Sales Order Check each PO against quote, price, part cross-reference, lead time, credit and terms before keying the order. Owner: customer service Read the playbook
- Cycle Counts Pick what to count, research variances before adjusting, and post only approved adjustments. Owner: inventory control Read the playbook
- MRP Exceptions Clean data before the run, then a short list of planning messages ranked by the demand they threaten. Owner: production planner Read the playbook
- Nonconformance to CAPA Open the NCR, hold the stock, record the board's decision and chase corrective actions to closure. Owner: quality manager Read the playbook
- Preventive Maintenance Turn intervals and meter readings into released work orders, and checklists into closed ones. Owner: maintenance planner Read the playbook
- Receiving Discrepancies Turn slips, bills of lading and dock counts into correct receipts, and route every discrepancy. Owner: receiving Read the playbook
- Shipping, BOL & ASN Build the bill of lading, book the carrier and send a ship notice that matches the truck. Owner: shipping coordinator Read the playbook
- Shop Floor Reporting Reconcile labor, completions and scrap from terminals, MES and travelers with the ERP. Owner: production supervisor Read the playbook
- Supplier PO Expediting Chase unconfirmed PO lines, compare confirmations field by field and rank what to expedite. Owner: buyer Read the playbook
- Affordable Housing Recerts HUD and tax credit recertifications from first notice to TRACS. Owner: compliance manager Read the playbook
- Bank Rec & Month-End Daily cash matching, trust and deposit ties, and the close checklist. Owner: property accountant Read the playbook
- CAM Reconciliation Commercial tenants' year-end share of operating costs, by the lease. Owner: lease administrator Read the playbook
- Delinquency & Late Fees Correct fees, fair waivers, outreach and demand notices. Owner: property manager Read the playbook
- HOA Violations From inspection photo to hearing to fine, by state procedure. Owner: HOA manager Read the playbook
- Move-Out & Deposits Inspection, charges and the deposit letter before the state deadline. Owner: property manager Read the playbook
- Owner Statements Monthly owner packages with narratives that never invent a number. Owner: property accountant Read the playbook
- Application Screening Complete files, written criteria and compliant adverse action notices. Owner: leasing manager Read the playbook
- Utility Bills & Recoveries Thirty portals, one posting routine, resident and tenant billing. Owner: accounts payable Read the playbook
- Vendor Invoices & COI Duplicate blocking, work order matching and insurance checks. Owner: accounts payable Read the playbook
- Work Orders & Dispatch Every request coded, prioritized against its clock and closed with proof. Owner: maintenance supervisor Read the playbook
In every clock-driven playbook, the agent computes the date as an exact rule, and a person approves anything that leaves the building.
From playbook to running agent
A playbook is a head start, not a script. Your team's version will differ in places, and that is fine.
-
Read the step-by-step workflow and mark what your team does differently.
-
Pull ten recent real cases, including last quarter's three ugliest exceptions.
-
Build the agent in the Studio with the person who runs the job: talk it through, show your screens, and watch the agent do each step live.
-
Turn the playbook's rules into Rules and Tables, and its review points into review steps.
-
Run supervised cycles until the exceptions look like the playbook's list.
-
Schedule it.
How the Studio builds and verifies each step is on the Product page. Product →
Your workflow is not on the list?
Most are not. The other 1,500-plus processes in the catalog work the same way: write the steps down the way you would for a new hire, and the Studio turns them into an agent. Agent-Ready SOP →
Questions
Why these 31 and not the 31 biggest by hours?
The biggest jobs cluster in one area per industry, like shop floor work or maintenance. The playbooks spread across areas and pick jobs that combine hours, legal exposure and money at risk, which is how a controller picks a first agent.
Do the playbooks change by ERP?
The method does not. Screen names and menus do, so the agent is always shown your screens during the build.
Can one agent cover a whole playbook?
Usually one playbook becomes one workflow with branches, or a small chain of workflows that hand off through a shared table. Certified payroll, for example, splits into a one-time job setup and a weekly report.
How current are the rules?
Regulatory playbooks are reviewed every six months. When a rule changes, you edit one rule in the agent. It is versioned, reversible and live on the next run.
From a playbook to a running automation
Back office process automation connects the work between your ERP, inbox, spreadsheets and external portals. Each playbook identifies the inputs, rules, decisions and finished output so a process owner can decide what to automate.
Choose one recurring job, walk through it with its owner, and define the access and source documents it needs. Configure the routine actions and validation rules, then test both normal cases and exceptions. Agree which actions need approval before scheduling the workflow.
Keep ERP automation focused on the system of record while the agent handles the surrounding handoffs. Review the examples below, then bring your own workflow to a demo to confirm its scope.
No prompts. No babysitting. No Integrations.