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Proactive Playbooks
Define your outcomes in natural language and let Playbooks take coordinated actions across systems to resolve requests and automate workflows.
What is Proactive Playbooks?
Define your outcomes in natural language and let Playbooks take coordinated actions across systems to resolve requests and automate workflows.
Product typeProject & Knowledge Collaboration
Pricing ·
Deployment
APINot available
What teams use Proactive Playbooks for
Automate 75%+ of service requests
continuously enforce access governance
effortlessly manage asset and business data with context-aware agents
Automate account creation across Okta, Google Workspace, M365, Slack, and Teams
Suspend accounts, revoke app access, reclaim licenses, transfer Google Drive files, delegate calendars/inboxes to managers, lock devices, and freeze cards, driven by termination events from your HRIS
Self-service access to SaaS apps with policy-based approvals and time-bound access that auto-revokes at expiry
Reset Okta, Google, and Microsoft passwords or MFA factors after identity verification
Retrieve FileVault (Jamf/Iru) or BitLocker (Intune) recovery keys for users locked out of their laptops
Order laptops, monitors, peripherals through CDW or internal catalogs. Track assignment, log repairs, manage replacements and returns
Add/remove users from Google Groups, Okta groups, Slack usergroups, M365/Entra groups, and Teams. Includes scheduled cleanup of inactive groups
Create channels, invite guests to shared channels, manage usergroups, and run incident war rooms
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
