Playbook Catalog
Pre-built, retail-specific playbooks,
one for every job.
Each one is a procedure written in the language your store managers already use. It pairs a data insight with the automation to act on it, writes back to your system of record, and closes only when the KPI moves.
Read-only to start · your LLM keys, no lock-in · SOC 2 Type II underway
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43 playbooks
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Catalog · By department43 playbooks, 8 departments.
Every one specced end to end.
Trigger, procedure, write-back, close condition. Open any of them for the full spec.
Merchandising
Pricing, promo, and assortment moves that defend full-price margin.
Markdown Cadence Reset
Style velocity below cluster. Proposes a shallower, earlier ladder.
Full spec →
Promo Conflict Cancellation
Cannibalization mid-promo. Models kill-or-narrow, ends the overlap.
Full spec →
Assortment Rationalization
Long-tail SKUs tying up capital. Ranks by GMROI, proposes cuts and adds.
Full spec →
Price Elasticity Recalibration
Elasticity drifted. Re-estimates and proposes moves that hold volume.
Full spec →
New SKU Velocity Gate
A new item is missing its launch curve. Flags it for cut or support.
Full spec →
Cluster Reassortment
Cluster mismatched to demand. Re-maps to its real velocity.
Full spec →
Supply Chain
Availability, replenishment, and supplier performance, store by store.
Stockout Escalation
Zero on hand forecast inside 48 hours. Raises the replenishment.
Full spec →
Replenishment Cadence Tune
Cycle out of step with velocity. Retunes cadence per store-SKU.
Full spec →
Supplier OTIF Watch
Supplier slipping on OTIF. Flags the breach against the penalty clause.
Full spec →
Cross-Store Transfer
Overstock here, stockout there. Proposes the transfer before markdown.
Full spec →
Weather Pre-Position
Heatwave or storm inbound. Pre-positions sensitive stock by store.
Full spec →
Cycle Count Prioritization
Inventory record drifting. Prioritizes the counts worth the labor.
Full spec →
Store Operations
Compliance, labor, and execution at the four walls.
Planogram Correction
Sales-correlated shelf drift. Issues the corrected POG, verifies the reset.
Full spec →
Daypart Staffing Rebalance
Traffic and labor out of sync by daypart. Proposes a matched schedule.
Full spec →
Schedule Mismatch Correction
Posted schedule misses forecast traffic. Flags gaps before the week locks.
Full spec →
Endcap Velocity Check
Endcap underperforming its rent. Proposes a higher-velocity swap.
Full spec →
Fresh Waste Prevention
Perishables trending to spoilage. Proposes markdown or pull timing.
Full spec →
Task Compliance Audit
Directed tasks not getting done. Routes the misses to the DM.
Full spec →
Loss Prevention
Shrink attributed to cause, with the evidence chain pre-built.
Shrink Investigation
Shrink above baseline. Attributes dock, floor, or admin and opens the case.
Full spec →
Receiving Dock Audit
Dock-receipt mismatches recurring. Flags the vendor and deliveries to audit.
Full spec →
POS Exception Sweep
Voids and refunds clustering on a register or operator.
Full spec →
Refund-Fraud Pattern
Refund behavior outside the norm. Builds the case with the timing.
Full spec →
Sweethearting Detection
Discount and void patterns suggest sweethearting. Correlates operator and lane.
Full spec →
Ecommerce & Omnichannel
Digital shelf, returns, and cross-channel availability.
Returns Root Cause
Returns spiking on a SKU or reason code. Attributes cause, routes it.
Full spec →
Size Curve Correction
Size curve mismatched to demand. Re-balances buy and availability.
Full spec →
Omnichannel Availability Sync
Online reads out of stock while stores hold it. Reconciles the view.
Full spec →
Digital-Shelf Price Match
Undercut on the digital shelf. Proposes a guarded match.
Full spec →
Cart-to-Fulfillment Leak
Orders failing between cart and fulfillment. Traces the drop.
Full spec →
Finance
Recovery, leakage, and spend control with a full audit trail.
Vendor Invoice Dispute
Invoice ≠ receipt or contract price. Drafts the dispute packet for AP.
Full spec →
Margin Leakage Audit
Margin bleeding across categories. Ranks the recoverable dollars.
Full spec →
Markdown Stop-Loss
Markdowns past the point of recovery. Proposes the floor.
Full spec →
Compute Spend Governance
AI spend climbing by team. Caps per department, routes to the cheapest model.
Full spec →
Freight & Accessorial Audit
Freight and accessorials off-contract. Flags the recoverable spend.
Full spec →
Procurement
Vendor performance and contract compliance, tied to penalty clauses.
Vendor Scorecard Update
Vendor performance shifting. Keeps the scorecard current for the next negotiation.
Full spec →
Contract Compliance Check
Spend drifting off contract. Flags the lines that miss the agreement.
Full spec →
Off-Contract Spend Flag
Maverick spend outside preferred vendors. Routes it to the category manager.
Full spec →
Tail-Spend Consolidation
Fragmented tail spend. Groups it for consolidation.
Full spec →
Rebate Realization Tracking
Rebates not being realized. Tracks accrued vs. earned, flags the shortfall.
Full spec →
IT & Data
The governed-routing layer: pipelines, access, and model cost.
Integration Health Monitor
A feed goes stale or a connector breaks. Caught before the numbers go wrong.
Full spec →
Access & Audit Review
Access drifting from least-privilege. Streams the diffs to your SIEM.
Full spec →
Model Routing Guardrail
Queries over-spending on premium models. Routes to the cheapest that clears the bar.
Full spec →
Data Quality Watch
Upstream quality slipping. Flags nulls, dupes, and drift before a decision.
Full spec →
PII & Residency Guard
Sensitive data crossing a boundary. Enforces residency and read-only scope.
Full spec →
No playbook matches all three filters. and start again.
Run a playbook on your data.
Pick three from the catalog. We'll wire them up against your SOR for the pilot.
Read-only to start · your LLM keys · SOC 2 Type II underway · or book a call directly
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