Operations
Department playbooks
Upload instructions as JSON (see docs/playbooks/FORMAT.md). The agent expands each line into a full walkthrough. Select a playbook to preview the step-by-step guide; then add workers and send links. After assignment succeeds, Open walkthrough (sent) shows the same guide with your batch label—use it to brief the team or print from the browser.
1. Create playbook
Paste JSON or edit the sample. Requires an OpenAI key (header BYOK or server env).
2. Assign workers
Each person gets email (Resend) and/or SMS (Twilio) if configured in environment variables. Choose a playbook first—you can Preview walkthrough to see the expanded steps, table summary, and overview chart before sending.
Workers
Open walkthrough (sent) becomes available after Assign & notify succeeds. It opens a full-screen guide with an overview chart, summary table, and detailed steps—same content as Preview walkthrough, plus your batch label when applicable.
Saved playbooks
- No playbooks yet.
Upload format (v1)
{
"version": 1,
"title": "Open receiving — inbound",
"department": "Warehouse",
"steps": [
{ "text": "Verify PO number matches the BOL." },
{ "text": "Count cartons and note discrepancies on the receiver." },
{ "text": "Stage freight in the correct zone before system entry." }
]
}