SelfRun Playbook AI · Overview

Process compliance dashboard

Review SOP status, acknowledgements and compliance summaries

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In simple words

Process compliance dashboard is part of SelfRun Playbook AI. Review SOP status, acknowledgements and compliance summaries. This guide takes you through it in 3 short steps.

Where it fits in your work — Write. Use the block editor or a template; every change creates a new version.

Before you start

You need to be signed in to your company's workspace. SelfRun Playbook AI appears in the Workspace dashboard and in the left menu when your role includes it.
What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
Process compliance dashboard belongs to Overview in SelfRun Playbook AI. Review SOP status, acknowledgements and compliance summaries.

Step by step

1
Step 1
Open SelfRun Playbook AI
Sign in and open the SelfRun Playbook AI product from your Workspace dashboard (or sign in to it directly). You see only what your role allows.
2
Step 2
Open Process compliance dashboard
The mapped screen route is /playbook-ai. Open it in the signed-in SelfRun Playbook AI app.
3
Step 3
Use Process compliance dashboard
Review SOP status, acknowledgements and compliance summaries. The exact actions shown can depend on your role and the records available in your workspace.

Quick recap

Open SelfRun Playbook AI → Open Process compliance dashboard → Use Process compliance dashboard

What it connects to

SelfRun TalentOS
New joiners receive their procedures.
SelfRun ContractFlow AI
Policies that need signatures.
SelfRun Huddle AI
Notify people of new or updated procedures.

Why use SelfRun Playbook AI

SelfRun Playbook AI replaces sop & policy management tools and runs independently with its own sign-in and database.

One current way of working — versioned and owned
Prove who has read and acknowledged each procedure
Faster onboarding with assigned procedures
Reviews never lapse — reminders go out automatically

Who uses SelfRun Playbook AI

Process owners
Create and maintain procedures with versions and review dates.
Managers
Assign procedures to people, teams or departments.
Employees
Read what is assigned and acknowledge it.
Compliance & audit
Check acknowledgement and review reports.

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FAQs

Common questions.

About Process compliance dashboard and SelfRun Playbook AI.

I cannot see Process compliance dashboard in the menu.

Your role may not include it. Ask your workspace owner to open Workspace → Users and give your role access to SelfRun Playbook AI.

Can I do this on my phone?

Yes. SelfRun AI works in the browser on any device and can be installed as an app on Android, iOS and desktop, with the same screens and the same data.

Does this cost extra?

No. Process compliance dashboard comes with the SelfRun Playbook AI product, and every product is included in every plan.

What is SelfRun AI?

SelfRun AI is a cloud platform that brings your sales, HR, finance, projects, procurement, training, documents, website and team communication into one system, with AI and workflow automation running through all of it.

Do I need to use every module?

No. Each plan includes a set of modules and you switch on only what you need during setup. You can turn modules on or off later from your workspace settings.

Is there a free plan?

Yes. The Free plan is free forever and includes every product and every feature — no card needed. Paid plans add more people and bigger storage, AI, email and voice allowances.

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