Make recurring operational review consistent

Ops Playbooks are configurable, repeatable workflows that help your team identify operational work and bring it into Ops Center or a focused Insight.

They reduce the need to rebuild the same review process every day. A playbook can look for eligible work on a schedule, present it for review, and, when supported, prepare follow-up such as an email draft. Your team keeps control of the business decision and any required approval.

Who can use Ops Playbooks?

Your company must have the Ops Agents feature enabled.
Select the correct entity; playbooks and their settings apply to that entity.
Viewing resulting work follows your normal permissions for the related business area.
Adding, editing, pausing, activating, archiving, or deleting a playbook requires the Ops Center Admin permission. Firm Admin access does not automatically include this permission.

Where to find playbooks

Sign in and select the entity you want to manage.
Open Ops Engine from the main navigation.
Select Agents.
Select a playbook card to review it, or choose Edit to change an available setting.

You can also select Manage agents from Ops Center when that option is available to you.

How playbooks work

A playbook reviews the business conditions it supports on its configured schedule.
It identifies work that meets its available conditions.
It can display matching work in Ops Center or a focused Insight.
Your team reviews the item, opens the related record, and takes the appropriate next step.

Some playbooks also support email follow-up. When available, an administrator can use instructions to guide the draft and require approval before it is sent.

What you can customize

The editor shows only the settings that apply to the selected playbook. Depending on the workflow, an Ops Center Admin may be able to change:

The playbook name and notes for your team.
Run conditions, such as age, amount, or other available business measures.
How often the same work can be reviewed again.
Whether matching work appears in Ops Center.
Whether the playbook makes an available AI-assisted judgment before surfacing an item.
Email-draft instructions and approval requirements for supported email workflows.

Some system playbooks have protected workflow behavior. In those cases, you can adjust only the safe settings shown in the editor.

System-default playbooks

When Ops Agents is enabled, Versa adds these default playbooks for each entity:

AR Cash Predictability — prepares a rolling forecast of expected receivables cash and highlights collection risk.
AP Ops Center follow-up — surfaces bills due and receipts that need billing attention.
Sales Ops Center follow-up — surfaces quotes and opportunities that need sales attention.
Aged open order follow-up — highlights older open-order work for review.
Shipping and receiving Ops Center follow-up — surfaces ready-to-ship, partially shipped, and open-picklist work.
Purchasing Ops Center follow-up — surfaces purchase-order, reorder, and receipt work.
Purchase Demand Review — prepares purchase-demand recommendations for buyers.
Manufacturing Ops Center follow-up — surfaces work-order and production-build work.
Follow-up Ops Center reminders — surfaces overdue, due-today, and upcoming reminders.

See the companion article for the specific default playbook you want to use or customize.

Use email follow-up safely

Open a playbook that supports email follow-up and select Edit.
Turn on Send email follow-up, when that option is shown.
Add clear Prompt instructions for the draft, if needed.
Choose Require approval before sending when a manager should review the wording and recipients.
Save the playbook, then review the next resulting draft before relying on the workflow.

If you do not see a playbook or setting

Confirm that you selected the correct entity.
Ask an administrator to confirm the Ops Agents feature is enabled.
If you can view but cannot edit a playbook, ask for the Ops Center Admin permission.
Some settings appear only for playbooks that support the related workflow. For example, email controls are not available for every playbook.
If expected work does not appear, open the underlying record to confirm that it still meets the playbook’s conditions.

Ops Engine Playbook Overview