> ## Documentation Index > Fetch the complete documentation index at: https://docs.erstan.com/llms.txt > Use this file to discover all available pages before exploring further. # Playbooks > Outcome-focused recipes for putting Erstan to work across your NetSuite finance operations. Playbooks are job-to-be-done recipes for common finance and operations work — the kind of thing you do every week in NetSuite. Each one shows the example prompts, the ready-made agents, and the approval steps to get a real result, grounded in your own NetSuite data. ## Three ways to run a playbook Every playbook can be run in whichever way fits the moment. The work is the same; only the starting point differs. Type the example prompt straight into Chat and let Erstan find, analyze, and draft for you. Best for one-off questions and exploring. Add a purpose-built Agent from the Marketplace (for example an AR collections assistant) so the steps and skills are already set up. Turn a recurring playbook into an Agent you run on a schedule or from a form, with the exact instructions and tools your team needs. Chat and agents both need a connected AI provider, and acting on NetSuite needs the NetSuite connector. See [Connect an LLM provider](/connectors/llm-providers) and [Connecting NetSuite](/connectors/netsuite) if you have not set those up yet. ## The playbooks Find overdue invoices, understand customer balances, build an AR aging view, and draft collections outreach. Triage vendor bills, flag exceptions and possible duplicates, and prep payment runs for review. Ask Erstan to query NetSuite with read-only SuiteQL and turn the results into a document or workbook. ## How playbooks map to Marketplace desks The [Marketplace](/marketplace/overview) groups ready-made agents and skills into business-area **desks**. Each playbook lines up with one or more desks, so you can find a matching agent fast. | Playbook | Marketplace desks | | ------------------------------------------------------ | ------------------------------------------- | | [AR & collections](/playbooks/ar-collections) | Accounts Receivable, Treasury & Cash | | [Accounts payable](/playbooks/accounts-payable) | Accounts Payable, Treasury & Cash | | [Reporting with SuiteQL](/playbooks/reporting-suiteql) | Reporting & Analytics, Finance & Accounting | Open the Marketplace and pick a desk card — or filter by the **NetSuite** "Works with" chip — to see the agents and skills available for that area of work. ## What every playbook shares Erstan reads your connected NetSuite account, so results reflect real invoices, bills, and balances — not generic examples. The agent runs read-only queries, analyzes the results, and drafts the output (a summary, an email, a document, or a workbook). Any action that writes back to NetSuite pauses for your approval first. You see a preview, then choose **Run action** or **Don't run**. Playbooks that create or update NetSuite records — sending a customer email, posting a write-off, or scheduling a payment — are **write actions**. By default they pause for [approval](/chat/approvals) before they run. Review the change before approving, and use **Auto-approve writes** only for low-risk, read-heavy work. ## Next steps Add ready-made agents and skills organized by finance desk. Build a reusable agent for a playbook you run often. Understand how Erstan keeps you in control of every change. See how Erstan queries NetSuite and turns results into reports.