The methodology behind how we automate operations — plus industry-specific guides that show exactly how it works for your business.
A phase-by-phase framework for deploying AI teammates: Foundation, Process Enforcement, Intelligence, Acceleration, and Optimization. Works across any industry.
Each industry playbook covers the specific workflows, tools, and automations that matter for your operation. No generic advice — just practical, deploy-today content.
CRM automation, estimate follow-ups, proposal assembly, storm season scaling, and insurance claim coordination for roofing contractors.
Bid assembly, preconstruction admin, subcontractor coordination, compliance documentation, and multi-project pipeline management.
Submission intake, quote follow-ups, policy document assembly, renewal tracking, and carrier communication automation.
RFQ processing, quoting workflows, order tracking, production coordination, and customer communication automation.
Deal tracking, tenant communication, lease administration, property marketing, and investor reporting automation.
Load tracking, carrier communication, shipper follow-ups, document assembly, and margin management automation.
The AI Ops Playbook framework applies to any operation with repetitive admin work, CRM processes, and follow-up workflows. Let's talk about yours.
No interview calls. No lengthy walkthroughs. Your people record themselves doing the work and narrate as they go — OpsRev's AI turns each recording into a step-by-step SOP and a map of the systems you touch, then scopes the skills and integrations your teammate needs.
macOS · Apple Silicon (M-series) · v0.1.0 · ~97 MB. Windows coming soon.
Ivy
OpsRev assistant · online