Playbooks
Workflow playbooks for secure AI agents.
Examples of high-value workflows Jinova can assess, build and operate as secure AI agents across approved business systems.
Customer Escalation Agent
Investigates a customer-impacting issue end to end and prepares the internal escalation and the customer update for approval.
Who it is for
Support, Customer Success, TAM and Solutions Engineering teams.
The manual workflow today
An escalation lands and someone spends hours reading ticket history, checking the account in CRM, hunting for related engineering issues, confirming impact in metrics, then writing an internal escalation and a customer update from scratch.
Systems involved
SupportCRMJiraProduct metricsRunbooksSlack/email
Typical pilot scope
One escalation path, two to four systems, read-only retrieval with drafted outputs — four to eight weeks.
What the Jinova agent does
- Gathers customer history
- Checks tickets, CRM, engineering issues and metrics
- Identifies likely cause and owner
- Drafts internal escalation
- Drafts customer update
- Follows up when nothing changes
Human approval points
- Internal escalation reviewed before it is raised
- Customer update approved before it is sent
- Ticket or CRM updates approved before they are written
Success metrics
Time from escalation to evidence-backed summaryHours saved per escalationFewer rounds of clarification before engineering engagesShare of drafts approved without rewriting
Release Readiness Agent
Assembles the real state of a release, chases what is outstanding and prepares the go/no-go decision.
Who it is for
Software, gaming, fintech and platform companies.
The manual workflow today
Before every release someone manually chases owners, cross-checks issues and dependencies, rebuilds a picture of what is actually ready, and rewrites the same status update each cycle.
Systems involved
JiraGitHub/GitLabRelease notesSlackDashboardsDocs
Typical pilot scope
One release train, two to four systems, read-only checks with drafted chases and summaries — four to eight weeks.
What the Jinova agent does
- Collects delivery commitments
- Checks issues and dependencies
- Identifies readiness risks
- Chases owners
- Prepares approval decisions
- Records the audit trail
- Produces launch updates
Human approval points
- Readiness assessment reviewed before it reaches decision-makers
- Chase messages approved before they are sent
- Launch updates approved before publication
Success metrics
Hours spent preparing each readiness reviewUnresolved commitments found before release, not afterTime from cut-off to an approved go/no-goCompleteness of the audit trail per release
Post-Sales Operations Agent
Prepares account meetings, surfaces risk, investigates technical questions and keeps commitments tracked.
Who it is for
SEs, TAMs, Solutions Architects and technical account teams.
The manual workflow today
Account teams rebuild context before every meeting — pulling account history, open tickets, product usage, outstanding technical questions and last quarter's commitments out of five different tools.
Systems involved
CRMSupportJiraProduct analyticsDocsSlack/email
Typical pilot scope
One account segment, two to four systems, read-only preparation with drafted updates — four to eight weeks.
What the Jinova agent does
- Prepares meetings and QBRs
- Summarises account risks
- Investigates technical questions
- Updates CRM and project systems after approval
- Creates follow-up actions
- Monitors commitments
Human approval points
- Account summaries reviewed before they are shared
- CRM and project updates approved before they are written
- Customer-facing follow-ups approved before sending
Success metrics
Preparation time per account reviewShare of commitments tracked to completionCRM record completeness after meetingsRisks surfaced before renewal conversations
Executive Operations Agent
Compiles the weekly operational picture, flags what is slipping and keeps follow-ups moving.
Who it is for
Leadership and operations teams.
The manual workflow today
Someone spends the best part of a day each week assembling the same operational picture from dashboards, project tools, CRM and support — then chasing the follow-ups that came out of last week's meeting.
Systems involved
DashboardsProject toolsCRMSupportDocsSlack/email
Typical pilot scope
One weekly operating rhythm, two to four systems, read-only compilation with drafted summaries — four to eight weeks.
What the Jinova agent does
- Compiles weekly operational information
- Identifies anomalies and overdue decisions
- Prepares leadership summaries
- Assigns follow-ups
- Monitors action completion
Human approval points
- Leadership summary reviewed before circulation
- Follow-up assignments approved before they are created
- Escalations approved before they are raised
Success metrics
Hours spent compiling the weekly packOverdue decisions surfaced before they slipFollow-up completion rateTime from anomaly detected to owner notified
Show us one workflow that costs your team hours.
We'll map the systems involved, the approval points and the effort it takes today — then show you what a secure AI agent would do differently.
Read-only first. Evidence-based outputs. Human approval before action.