Autonomous Agents
Your AI Teammates.
Secure to Your Data.
Why Native-AI Agents
Proactive,
not reactive
Agents anticipate conflicts, re-optimize schedules, and route approvals before things slip.
Embedded in
your workflows
No app-hopping; actions happen where the work lives.
Secure to
your data
Strict role-based access, tenant isolation, and retrieval over your docs so your data never trains public models.
Measurable
ROI
Fewer status meetings, faster approvals, higher on-time delivery.
Meet You Agents
Personalized to your organisation
The Oracle
Detects risks & red flags early (slipping tasks, dependency clashes, missing docs) and proposes fixes.
The Conductor
Coordinates stakeholders, sequences dependencies, and re-optimizes schedules in real time.
The Guardian
Handles approvals, tracks due dates, and runs AI legal review on contracts, RFIs, and change orders.
The Analyst
Translates activity into dashboards: capacity, burn, on-time delivery, and hiring signals.
The Messenger
Sends the right notification to the right person at the right time; escalates when things stall.
The Builder
Generates pre-templated schedules/playbooks you can clone and tailor in seconds.
The Oracle
Detects risks & red flags early (slipping tasks, dependency clashes, missing docs) and proposes fixes.
The Conductor
Coordinates stakeholders, sequences dependencies, and re-optimizes schedules in real time.
The Guardian
Handles approvals, tracks due dates, and runs AI legal review on contracts, RFIs, and change orders.
The Analyst
Translates activity into dashboards: capacity, burn, on-time delivery, and hiring signals.
The Messenger
Sends the right notification to the right person at the right time; escalates when things stall.
The Builder
Generates pre-templated schedules/playbooks you can clone and tailor in seconds.
How Your Smart Agents Work
Your AI agents work behind the scenes to keep every schedule, approval, and update perfectly in sync.
Spot & fix schedule issues
— detect risks, simulate impacts, and propose safe re-plans for one-click approval.
— detect risks, simulate impacts, and propose safe re-plans for one-click approval.
Run approvals end-to-end
— route documents, verify dependencies, collect signatures, and timestamp the trail.
— route documents, verify dependencies, collect signatures, and timestamp the trail.
Keep everyone aligned
— synchronize chat, tasks, and updates in real time as work completes.
— synchronize chat, tasks, and updates in real time as work completes.
Summarize the noise
— capture meetings, generate AI notes, highlight decisions, and auto-create next steps.
— capture meetings, generate AI notes, highlight decisions, and auto-create next steps.
Close the loop
— confirm completion, trigger downstream updates, and refresh dashboards automatically.
— confirm completion, trigger downstream updates, and refresh dashboards automatically.
Proof Points That Build Confidence
Proven results. Measurable ROI — in weeks, not months.
30–50%
Time spent on coordination
15–25%
On-time delivery performance
20–40%
Approval cycle duration
Security & Trust
Playbook isn’t a generic task tracker — it’s an intelligent execution system built for teams who treat data integrity as mission-critical.
Every layer — from storage to AI — is designed around privacy, control, and verifiable compliance.
Data Boundaries
by Design
Your tenant, your keys. No shared databases, no cross-customer data mixing — ever.
Role-Aware
Agents
Every action follows your permissions and least-privilege access policies. Agents operate with the same security context as your users.
Private Retrieval
Over Your Content
Agents learn from your documents — securely within your environment — without sending data to public models or external training pipelines.
Compliance-Ready
Architecture
Built-in audit trails for every approval, action, and automation. Exportable evidence for reviews, audits, and enterprise compliance programs.
Why Playbook is different
Playbook replaces static task trackers with an intelligent system that plans, executes, and learns from every project in real time.
Native AI
Agents are built into the core, not bolted on — managing scheduling, approvals, chat, and analytics automatically.
Outcome-Driven
Designed to move dates, clear blockers, and prove ROI — not just generate text or summarize data.
Personalized Control
Give your agents names, set thresholds, and choose which actions they automate versus route for approval.
Interoperable by Design
Seamlessly connects with calendars, docs, CRMs, ERPs, and DevOps tools through open APIs and native integrations.