Runbook provides AI agents that automate physical operations by replicating the knowledge of experienced ops teams. The agents integrate with existing tools such as Outlook, ERP, and TMS—without requiring API access or system replacements—to handle tasks end‑to‑end, from inbound requests to final system updates, reducing manual coordination and error rates.
Funding
Funding not disclosed
Founders
Product
Problem
Physical operations such as field service, logistics, and finance rely on manual coordination across email, ERP, TMS, and messaging tools, leading to high labor costs, slow onboarding, and frequent errors.
Solution
Runbook creates AI‑driven software agents that capture the tacit knowledge of experienced operations teams and execute end‑to‑end workflows within the existing applications used by the organization. The agents interact with Outlook, ERP, TMS, Teams, and other systems without requiring API integrations or platform replacements, handling tasks from inbound requests through job completion, status updates, and invoicing. By automating routine coordination, the agents reduce manual effort, lower error rates, and enable scaling of operations without proportional increases in staff. The solution is deployed in days, allowing teams to focus on higher‑value activities while preserving their current technology stack.
Target Audience
Primary customers are mid‑size to large field service, logistics, and enterprise operations teams that manage complex, manual workflows across multiple business systems.
Features
- AI agents operate inside native tools (Outlook, ERP, TMS, Teams) without custom API development or system migration
- End‑to‑end workflow ownership, from initial email or call to final system update and invoice queuing
- Contextual reasoning that mirrors veteran operators, handling edge cases and dynamic decision points
- Automated scheduling, dispatch, and status communication with real‑time ETA calculations
- Integrated accounts payable/receivable functions: invoice matching, payment chasing, dispute resolution
- Order management automation: order ingestion, rating, entry, and multi‑party confirmation