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.
What they automatically do
Spot & fix schedule issues
— detect risks, simulate impacts, and apply safe re-plans you can one-click approve.
— detect risks, simulate impacts, and apply safe re-plans you can one-click approve.
Run approvals end-to-end
— route contracts & changes, verify dependencies, chase signatures, and timestamp the trail.
— route contracts & changes, verify dependencies, chase signatures, and timestamp the trail.
Keep everyone aligned
— live chat in context, stakeholder-specific views, and updates the moment work completes.
— live chat in context, stakeholder-specific views, and updates the moment work completes.
Summarize the noise
— record meetings (when enabled), produce AI notes, decisions, and next steps.
— record meetings (when enabled), produce AI notes, decisions, and next steps.
Close the loop
— confirm completion, notify downstream owners, and update reports—without manual follow-up.
— confirm completion, notify downstream owners, and update reports—without manual follow-up.
The Numbers That Matter
Measurable ROI within weeks, not months.
minus
30-50%
Time on status & coordination (fewer pings, fewer meetings).
plus
15-25%
Improvement in on-time delivery (risks surfaced early, auto re-plans).
minus
20-40%
Approval cycle time (agents route, remind, and escalate).
Security & Trust
Playbook isn’t a generic task tracker. It’s an R&D execution platform that brings sprint management, QA workflows, and real-time communication together in one place.
Data boundary
by design
Your tenant, your keys; no cross-customer mixing.
Role-aware
agents
Every action respects your permissions and least-privilege access.
Private retrieval
over your docs
Agents use your content without sending it to public training.
Compliance
-ready
Audit trails on approvals & actions; exportable evidence for reviews.
Why this is different
Playbook isn’t a generic task tracker. It’s an R&D execution platform that brings sprint management, QA workflows, and real-time communication together in one place.
Native AI
Agents are first-class citizens in Playbook (scheduling, approvals, chat, analytics).
Outcome-driven
Built to move dates, clear blockers, and prove ROI—not just generate text.
Personalizable
Name them, tune thresholds, choose automations vs. approvals.
Interoperable
APIs & integrations with your calendars, video, docs, CRM/ERP, DevOps, and more.