Ops Library

Browse ready-to-run Ops powered by AI agents. Search by name or filter by team.

Access Requests

Grant and review access quickly with full auditability.

Application Access Request

Collect and evaluate access requests, approve low-risk access automatically, and route sensitive access to the right approver.

/IT

Customer Refund Request

Assess refund requests against policy, update customer records, and route exceptions to finance or support leaders.

/Rev Ops

Cybersecurity Incident Reporting

Capture security incidents from chat, classify severity, create response records, and escalate urgent issues immediately.

/IT

Cybersecurity Risk Register

Intake new cyber risks, normalize risk data, route material risks for review, and maintain the risk register.

/IT

Deal Desk Approval

Collect deal desk requests, check commercial policy, and route non-standard terms for approval.

/Rev Ops

Device Replacement Request

Triage device replacement requests, confirm eligibility, and coordinate fulfilment or approval.

/IT

Discount Approval Workflow

Evaluate discount requests against threshold policy and capture approvals before quote updates are made.

/Rev Ops

Distribution List Update

Handle distribution list membership changes with policy checks, owner approval, and a complete audit trail.

/IT

Duplicate Record Merge Request

Triage duplicate CRM records, compare survivorship rules, and merge safe duplicates with audit visibility.

/Rev Ops

Invoice Approval Workflow

Route invoices for coding, policy checks, and approval while keeping requesters updated in chat.

/Rev Ops

Knowledge Assistant

Answer internal questions with grounded responses and citations from GitHub and Notion knowledge sources.

/Company-wide

Lead Routing Exception Handling

Resolve lead routing exceptions by enriching lead context, applying routing rules, and escalating ambiguous ownership conflicts.

/Rev Ops

Leaver Offboarding

Track leaver requests, schedule access removal, confirm asset return, and escalate risky offboarding exceptions.

/IT

New Starter Account Setup

Coordinate account creation, baseline access, device readiness, and onboarding checks for new starters.

/IT

Password Reset

Automate password reset requests, self-serve SWA resets, and escalate SSO resets for approval.

/IT

Password Reset Request

Resolve password reset requests by validating the requester, checking policy, and either sending a safe reset path or escalating sensitive resets.

/IT

Purchase Order Request

Collect purchase order requests, validate budget and vendor details, and create or escalate PO records.

/Rev Ops

Quote Approval Request

Review quote approval requests against pricing, margin, and terms policies before sending exceptions to approvers.

/Rev Ops

Sales Credit Dispute Resolution

Investigate sales credit disputes, compare CRM and policy data, and route unresolved conflicts for decision.

/Rev Ops

Shared Mailbox Access Request

Validate shared mailbox access requests, apply mailbox-owner approvals, and update permissions safely.

/IT

Software Installation Request

Assess software installation requests against approved software policy and route exceptions for review.

/IT

Ticket Follow Ups

Analyze stale tickets, nudge the right party, and close eligible tickets automatically.

/IT

Vendor Onboarding Review

Coordinate vendor onboarding checks, collect required documents, and escalate risk or compliance exceptions.

/Rev Ops