Playbooks that run the work you already do
Expert workflows from day one. Run them on a cadence, on a trigger, or on one click. Advisory first; automate when you trust them.
In the library on day one
No-Pay Risk Flag
Ruby reads the inspection notes and photos the moment a loss lands and flags denial and documentation risk before the work begins: the gaps a carrier will use to dispute the file, surfaced while there is still time to close them. Informed by a decade of carrier behavior.
A denial you see coming at FNOL is a denial you can prevent. One you discover at invoicing is a write-off.
WIP / Final Documentation QA
Ruby watches every in-flight job and audits every close-out file against the published standards of the trade, your shop rules, and carrier behavior: category documented, source confirmed, readings on cadence, dry standard tracked, equipment matching scope, signed authorizations with state-specific regulatory insight. Per-job scorecard plus a portfolio roll-up, ordered worst to best, fix first.
Catches gaps on day 1, not day 7, and ships audit-ready packages instead of carrier ping-pong.
Scope vs. Documentation QA
Ruby compares the scope against the documentation and reads both directions: documentation gaps that leave the scope undefended, and documented work the scope never captured. Two findings lists, one pass: what to fix, and what you earned but never billed.
Most shops leak margin both ways. This catches the leak before the invoice goes out.
Build your own
Every shop runs differently. Tell Ruby what you want in plain language and she drafts the playbook: the steps, the checks, the output. You refine it, you run it, it's yours.
The playbook you actually need is the one your operation invented. Now it ships in an afternoon.
Tell us what you want. We’ll build it.
Describe the workflow that eats your week. The best playbooks in the library started as a request.
Don’t see it? Describe it.
Tell Ruby what you want in plain language and she drafts the playbook. You refine it, you run it, it’s yours.
Describe it
Ruby drafts it
You refine and run