AI agents, no code required, live in two weeks.
Describe how the work runs, and Runbook builds an agent that handles it end-to-end, inside the systems you already use.
An agent that works across every channel a job touches.
Phone
Places, answers, and transcribes calls across IVR systems.
Reads, replies, and follows up, attachments included.
Text / SMS
Sends messages, confirms appointments, escalates instantly.
Chat & Web
Works in Teams, Slack, and web chat, with approvals and handoffs built in.
Your systems
Reads and writes to your ERP, CRM, and spreadsheets. No API needed.
We meet your stack where it is.
Contract #4471 · Quarterly
Sent via Teams to
Marcus
Deal Request from Nick Andrews
We plug into what you already run.
ERP, CRM, spreadsheets, Slack. Your team keeps working in the tools they already know.
We build the connectors, not you.
Vendor portals, carrier sites, EDI. Give us a login and we wire it up.
Browser automation for everything else.
No API? No problem. We work the legacy portals the same way a person would.
Most AI deployments take a quarter. Here's how we do it.
No engineering project, no months of setup, no waiting in line.
We do the heavy lifting. You watch it come together.
We learn your business
We go through your SOPs, training docs, call recordings, and work history, the same materials you'd hand a new operator.
We capture the tribal knowledge that never made it into a document.
The result is a knowledge base of how your work actually gets done.
We build around your systems
We connect to your ERP, CRM, and other systems you already run.
For everything else, we use phone and browser automation so you can even connect to the legacy portals without an API.
If your people can use a system to get the job done, so can the agent.
Deploy at 90% automation
We test it on real examples from your operation before it goes live.
Out-of-the-box, it handles 90% of cases on its own.
The rest it learns from your best people, the cases scripts always miss.
Accelerate the impact
Your best people drop the busy work and handle real exceptions.
The agent learns from every exception, so edge cases shrink over time.
Every new workflow goes live faster than the last.
You run the agent. The agent runs the work.
Your team defines the process. To change it, you update an instruction instead of filing an engineering ticket.
When a load is tendered, call the carrier to schedule the appointment and notify the dispatcher on Teams.
SOP_v3.2.pdf · Carrier_Rules_2025.xlsx
Understood. I'll apply that to every tender from now on.
96.4
%
Every action audited. Every decision yours.
You set the boundaries: when the agent acts on its own and when it escalates to a person.
I already have AI
— here's why Runbook is different.
See it run on your own workflow.
Bring us a workflow your team does by hand and we'll show you Runbook handling it end-to-end. Up and running in 15 minutes.