Runbook

What is Runbook?

Runbook builds AI agents for operations teams in field services, trucking and financial services. You describe a job in plain English and supply the materials you would give a new operator, such as SOPs, training documents and call recordings, and the agent learns the work end to end. It handles tasks like appointment scheduling, accounts payable and receivable, order intake, status updates, vendor coordination, dispatch and invoice matching. The agents connect to ERPs, CRMs and transport or work-order systems, and use phone and browser automation for tools without an API. The vendor says it takes about two weeks from first call to production, with agents handling around 90% of cases at launch and learning the rest from your best people. Every call, email and system action is logged for review. Pricing is tied to outcomes rather than usage, and you book a demo to get a quote.

Use cases

• Schedule pickups and deliveries
• Match invoices to purchase orders
• Chase payments and proof of delivery
• Turn service requests into work orders
• Dispatch technicians to jobs
• Make check calls and update load status
• Screen driver applicants

Who it's for

• Field service companies
• Trucking and freight brokers
• Financial services operations
• Operations managers

Why use Runbook

• Takes over repetitive coordination work so your team can focus on real exceptions.
• Works inside the ERP, TMS, email and phone systems you already run, with nothing to replace.
• You instruct it in plain language, and corrections stay in place even when staff change.
• Pricing is tied to the result, and retries and dead ends are not charged as outcomes.

Runbook features

• Agents trained from SOPs, documents and call recordings
• Phone and browser automation for systems without APIs
• Plain-English instructions with no code
• Feedback that the agent remembers
• Full log of calls, emails and system actions
• Human review step before closing out work
• Spot bidding on load boards with rate rules
• Preventive maintenance scheduling across sites

Runbook integrations

• Outlook
• Oracle
• SAP
• Salesforce
• ServiceMax
• ServiceChannel
• Corrigo
• McLeod
• DAT
• Truckstop
• Samsara
• Motive

How to get started with Runbook

1. Share your SOPs, training documents, call recordings and work history so Runbook learns how you operate.
2. Runbook connects the agent to your ERP, CRM and other tools, using phone and browser automation where needed.
3. The agent is tested on real examples from your operation before going live.
4. It runs jobs end to end, and exceptions go to your best people, from whom it keeps learning.
5. You review each step in the log and add new workflows over time.

Runbook limitations

• Pricing is not published; you book a demo to get a quote.
• The industry pages focus on field services, trucking and financial services.

Runbook pricing

Runbook is sold on custom quotes, so its prices aren't published.

Prices can change and may vary by country or exclude tax. Check the official pricing page.

Runbook alternatives

The main Runbook alternatives listed on Debuly are Relevance AI, Lindy, Riff, Agent Swarm, Lyzr and Opstream. The table compares pricing and platforms; order is A–Z.

1. 

   Agent Swarm

   Self-hosted, MIT-licensed system where a lead agent hands work to Docker-isolated Claude Code, Codex and other coding workers.

   Automation and agentsCodingDeveloper platforms
   Open sourceVisit Agent Swarm (official site)
2. 

   Lindy

   AI teammate that handles email, scheduling, meetings and recurring routines across 1,500+ apps, with credit-based pricing.

   Automation and agentsProductivityChat assistants
   Free trialVisit Lindy (official site)
3. 

   Lyzr

   Enterprise AI agent platform for building agents in plain language, running them in production and governing them with audit trails and policies.

   Automation and agentsDeveloper platformsProductivity
   FreemiumVisit Lyzr (official site)
4. 

   Opstream

   AI procurement platform that handles intake, approvals, vendor management and invoice matching on one shared data model.

   Automation and agentsProductivity
   Contact salesVisit Opstream (official site)
5. 

   Relevance AI

   Platform for building AI agents and teams of agents that run tools across your business apps, with Actions-based pricing from $19 per month.

   Automation and agentsMarketing and SEO
   PaidVisit Relevance AI (official site)
6. 

   Riff

   Platform for AI agents that handle procurement, planning, fulfilment and logistics work inside the ERP a manufacturer already runs.

   Automation and agentsDeveloper platforms
   Contact salesVisit Riff (official site)

Runbook FAQ

Sources & verification

Facts on this page come from the official sources below, each with the date we read it. Written by Debuly; the vendor did not review this page.

Image credits

• Logo: from myrunbook.com · fetched 24 Oct 2026 · Vendor trademark, used only to identify the product; removed on request
• Cover: none collected yet, so a generated tile is shown.

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