
Example Playbooks
Built-in operational playbooks
Pre-built for the most common scenarios. Customisable for your specific workflows.
4 steps
Low Stock Response
- 1Identify affected SKUs
- 2Check reorder points
- 3Create purchase order
- 4Notify manager
3 steps
Shift Discrepancy
- 1Compare expected vs actual cash
- 2Log variance
- 3Escalate if above threshold
5 steps
Supplier Invoice Dispute
- 1Flag invoice
- 2Contact supplier
- 3Document dispute
- 4Hold payment
- 5Resolve and re-approve
3 steps
Offline Recovery
- 1Reconnect terminal
- 2Sync queued transactions
- 3Verify register balance
Playbooks are suggested by the AI copilot when relevant context is detected.
When the insight engine detects a low stock situation, shift discrepancy, or connectivity issue, it surfaces the matching playbook automatically — no searching required.