Playbooks

Step-by-step task guides for procurement, finance, and operations teams building on Riff.

Playbooks are task-oriented guides for the jobs your team runs every day. Each playbook walks you through one specific workflow — from connecting your ERP to a finished App or Agent doing the job.

Pick the domain that matches your team's work:

Domain
What it covers

Supplier confirmations, RFQs, PO matching, delivery exceptions

Invoice reconciliation, payment exceptions, approval escalation

Open order monitoring, stock threshold alerts, inbound logistics

How playbooks work

Each playbook covers one task. It tells you:

  1. What you're building — the job to be done, and whether an App or Agent is the better fit

  2. What you need — ERP system, permissions, data connections

  3. Step by step — exactly how to build it in Riff

  4. What good looks like — how to verify it's working

Most playbooks show both an Agent path (automated, unattended work) and an App path (tasks where a human should stay in control). Use whichever fits your team's workflow.

Before you start

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