Ready-made setups for the jobs you keep skipping
Each playbook installs a complete setup — agents, workflows, and documents — for one recurring job, then runs it with your approvals. Pick the job, and the bundle is already built.
140 playbooks across 17 categories
Marketing
View all 18 →Ad creative & paid-ads drafter
- Trigger
- When you start the “Ad creative drafting” workflow.
- Job
- Sharpen the offer, define angles, draft spec'd copy and a channel plan.
- Outcome
- Approval-ready ad concepts, copy variants, and channel plan.
~2.8 h saved / run
2 Agents
1 Team
1 Workflow
Amazon Ads campaign launcher
- Trigger
- When you start the “Amazon Ads campaign launcher” workflow.
- Job
- Build, review, approve, launch, and report on Amazon Ads.
- Outcome
- A campaign plan and creative package ready to launch.
~3.7 h saved / run
3 Agents
1 Team
1 Workflow
Apple Search Ads campaign launcher
- Trigger
- When you start the “Apple Search Ads campaign launcher” workflow.
- Job
- Build, review, approve, launch, and report on Apple Search Ads.
- Outcome
- A campaign plan and creative package ready to launch.
~3.1 h saved / run
3 Agents
1 Team
1 Workflow
CRO auditor
- Trigger
- On the “Review due CRO experiments” schedule.
- Job
- Audit conversion data and build an evidence-ranked test backlog.
- Outcome
- An evidence-ranked conversion test backlog.
~4.6 h saved / week
2 Agents
1 Team
2 Workflows
Google Ads campaign launcher
- Trigger
- When you start the “Google Ads campaign launcher” workflow.
- Job
- Build the campaign, review the budget, approve the spend before launch.
- Outcome
- A campaign plan and creative package ready to launch.
~3.4 h saved / run
3 Agents
1 Team
1 Workflow
Growth experiment review
- Trigger
- On the “Review due growth experiments” schedule.
- Job
- Draft a complete experiment contract.
- Outcome
- A verified experiment plan with clear measurement rules.
~1.8 h saved / week
3 Agents
1 Team
2 Workflows
Content & Social
View all 12 →Build-in-public thread writer
- Trigger
- On the “Weekly build-in-public thread” schedule.
- Job
- Gather the week, pick the angle, draft the thread, revise.
- Outcome
- A platform-ready set of sourced social post drafts awaiting your approval.
~1.8 h saved / week
2 Agents
1 Team
1 Workflow
Content repurposing pipeline
- Trigger
- On the “Review due repurposed content” schedule.
- Job
- Extract attributed atoms, verify and deduplicate them, draft channel-native variants.
- Outcome
- A sourced content draft ready to publish.
~3.8 h saved / week
3 Agents
1 Team
2 Workflows
LinkedIn ghostwriter
- Trigger
- On the “LinkedIn drafts” schedule.
- Job
- Interview for material, engineer the hook, draft the body, revise.
- Outcome
- A platform-ready set of sourced social post drafts awaiting your approval.
~1.9 h saved / week
2 Agents
1 Team
2 Workflows
Newsletter assembler
- Trigger
- On the “Newsletter issue” schedule.
- Job
- Gather and verify material, draft the issue, humanize.
- Outcome
- A sourced newsletter issue draft ready for editorial approval and publishing.
~3.3 h saved / week
2 Agents
1 Team
2 Workflows
PR & media outreach kit
- Trigger
- When you start the “Intake, release, research, pitches, self-critique, approve” workflow.
- Job
- Capture the announcement, write the press release, research the beat-matched media list.
- Outcome
- A press release, qualified media list, and personalized pitches.
~5.5 h saved / run
3 Agents
1 Team
1 Workflow
Reddit warm outreach
- Trigger
- On the “Weekly Reddit outreach” schedule.
- Job
- Listen for threads, shortlist genuine fits, draft replies, and approve.
- Outcome
- Helpful, no-spam Reddit reply drafts ready for approval.
~2.7 h saved / week
2 Agents
1 Team
1 Workflow
SEO & App Store
View all 12 →AI-search (GEO) optimizer
- Trigger
- When you start the “Assess, optimize entity, optimize answers, approve” workflow.
- Job
- Assess current AI surfacing and entity recognition, optimize the entity foundation.
- Outcome
- An optimized entity and content plan for stronger AI search visibility.
~3.3 h saved / run
2 Agents
1 Team
1 Workflow
ASO audit & competitor tracker
- Trigger
- On the “Recurring ASO audit” schedule.
- Job
- Audit own listing, track competitor deltas and movers, and approve.
- Outcome
- An evidence-backed ASO audit & competitor tracker report with recommended actions.
~3.3 h saved / week
2 Agents
1 Team
1 Workflow
App Store listing optimizer
- Trigger
- When you start the “App Store Listing Optimizer” workflow.
- Job
- Audit, research keywords, draft metadata and creative, and approve.
- Outcome
- Approval-ready app store metadata and creative recommendations.
~4.9 h saved / run
2 Agents
1 Team
1 Workflow
App launch & UA campaign planner
- Trigger
- When you start the “App Launch & UA Campaign Planner” workflow.
- Job
- Frame, draft the launch & featuring plan, draft the UA/CPP/attribution plan.
- Outcome
- An approval-ready launch plan with assets, sequencing, risks, and ownership.
~3.8 h saved / run
2 Agents
1 Team
1 Workflow
Backlink & authority monitor
- Trigger
- On the “Recurring backlink sweep” schedule.
- Job
- Scan backlinks, audit authority, report the delta, and approve.
- Outcome
- A verified backlink delta report with prioritized alerts.
~3.7 h saved / week
2 Agents
1 Team
1 Workflow
Content refresh & decay watcher
- Trigger
- On the “Recurring decay sweep” schedule.
- Job
- Scan the inventory for decay, diagnose each decaying page.
- Outcome
- A prioritized content refresh plan backed by decay evidence.
~4.2 h saved / week
2 Agents
1 Team
2 Workflows
Sales
View all 9 →Beta Customer Discovery
- Trigger
- On the “Beta discovery run” schedule.
- Job
- Listen for problem posts, qualify, draft helpful replies and DMs, and approve.
- Outcome
- A qualified beta-customer list with helpful outreach drafts.
~2.6 h saved / week
2 Agents
1 Team
1 Workflow
Churn-save drafter
- Trigger
- When you start the “Churn-save drafter” workflow.
- Job
- Intake the cancellation, match an offer, draft the reply, and approve.
- Outcome
- A policy-bound save offer and exit-interview reply ready for approval.
~1 h saved / run
2 Agents
1 Team
1 Workflow
Closed-lost deal resurrection
- Trigger
- On the “Review closed-lost resurrection candidates” schedule.
- Job
- Load closed-lost history, research changed conditions, draft exact outreach.
- Outcome
- A verified reactivation cohort with personalized outreach drafts.
~5 h saved / week
3 Agents
1 Team
2 Workflows
Cold email & sales pipeline assistant
- Trigger
- On the “Weekly outreach run” schedule.
- Job
- Qualify prospects, draft outreach, revise.
- Outcome
- A qualified pipeline with personalized outreach drafts.
~4.5 h saved / week
2 Agents
1 Team
2 Workflows
Lifecycle email & lead-magnet drafter
- Trigger
- On the “Lifecycle email run” schedule.
- Job
- Plan and draft lifecycle email sequences.
- Outcome
- Approval-ready lifecycle email sequences.
~3.5 h saved / week
2 Agents
1 Team
1 Workflow
Sales call insight miner
- Trigger
- On the “Review sales call insights” schedule.
- Job
- Load an approved transcript cohort, extract call-level evidence.
- Outcome
- Verified sales-call patterns with bounded follow-up actions.
~5 h saved / week
3 Agents
1 Team
1 Workflow
Growth
View all 9 →Abandoned-cart rescue
- Trigger
- On the “Abandoned-cart review” schedule.
- Job
- Review the abandoned checkouts, segment the carts, draft per-segment recovery sequences.
- Outcome
- Segmented recovery email sequences ready for approval.
~2.3 h saved / week
2 Agents
1 Team
1 Workflow
Backlink Replacement Outreach
- Trigger
- On the “Backlink replacement run” schedule.
- Job
- Map and qualify competitor backlinks, build better resources, draft per-site outreach.
- Outcome
- Qualified backlink targets, replacement assets, and outreach drafts.
~4.4 h saved / week
3 Agents
1 Team
1 Workflow
Channel Sponsorship Sourcing
- Trigger
- On the “Sponsorship sourcing cycle” schedule.
- Job
- Map and qualify channels, draft outreach and economics, review the spend.
- Outcome
- A qualified sponsorship shortlist with outreach drafts and budget.
~3.4 h saved / week
3 Agents
1 Team
1 Workflow
Customer Acquisition Sprint
- Trigger
- On the “Weekly acquisition sprint” schedule.
- Job
- Score last week, plan every channel, isolate spend.
- Outcome
- A campaign plan and creative package ready to launch.
~2.9 h saved / week
2 Agents
1 Team
1 Workflow
Customer case study drafter
- Trigger
- When you start the “Customer case study drafter” workflow.
- Job
- Prepare interview questions, draft the case study.
- Outcome
- A sourced customer case study draft ready for customer and editorial approval.
~2.5 h saved / run
3 Agents
1 Team
1 Workflow
Demo & Changelog Generator
- Trigger
- On the “Shipped-work content run” schedule.
- Job
- Pull shipped work, produce the content kit, check accuracy and voice.
- Outcome
- A verified release-note and changelog draft grounded in shipped work.
~3 h saved / week
3 Agents
1 Team
1 Workflow
Launch & Fundraising
View all 3 →Fundraising runner
- Trigger
- When you start the playbook with your inputs.
- Job
- Set the source of truth and narrative, draft the deck, build the model.
- Outcome
- An investor-ready narrative, deck, model, pipeline, and outreach pack.
~12.2 h saved / run
4 Agents
1 Team
1 Workflow
Investor & stakeholder update writer
- Trigger
- On the “Monthly investor update” schedule.
- Job
- Synthesize the month, gather the KPIs, draft the update in the founder's voice.
- Outcome
- A sourced investor update in the founder’s voice.
~43 min saved / week
2 Agents
1 Team
1 Workflow
Launch runner
- Trigger
- When you start the playbook with your inputs.
- Job
- Frame the launch, build the asset checklist, draft and verify listing copy.
- Outcome
- An approval-ready launch plan with assets, sequencing, risks, and ownership.
~3.6 h saved / run
3 Agents
1 Team
1 Workflow
Product
View all 8 →Backlog Groomer & Prioritizer
- Trigger
- On the “Groom the backlog” schedule.
- Job
- Score, deduplicate, rank, and route backlog items.
- Outcome
- A deduplicated, evidence-ranked backlog ready for approval.
~1.5 h saved / week
2 Agents
1 Team
1 Workflow
Customer Discovery Synthesizer
- Trigger
- When you start the “Synthesize discovery” workflow.
- Job
- Read notes, extract signal, map JTBD, update the doc, verify against source, and approve.
- Outcome
- A sourced customer-insight brief and updated JTBD map.
~4.4 h saved / run
2 Agents
1 Team
1 Workflow
Discovery Interview Kit
- Trigger
- When you start the “Build interview kit” workflow.
- Job
- Build personas and an unbiased discovery interview script.
- Outcome
- A research-backed interview plan, personas, and script.
~2.6 h saved / run
2 Agents
1 Team
1 Workflow
Outcome Roadmap Builder
- Trigger
- When you start the “Build roadmap” workflow.
- Job
- Read goals, draft the outcome roadmap across horizons.
- Outcome
- A prioritized outcome roadmap with evidence, sequencing, and decision points.
~2.9 h saved / run
2 Agents
1 Team
1 Workflow
PRD Drafter
- Trigger
- When you start the “Draft PRD” workflow.
- Job
- Read the brief, draft the PRD, revise.
- Outcome
- A review-ready product requirements document with scope.
~3.7 h saved / run
2 Agents
1 Team
1 Workflow
PRD-to-Task Breakdown
- Trigger
- When you start the “Break down PRD” workflow.
- Job
- Read the PRD, propose the vertically-sliced breakdown.
- Outcome
- An implementation-ready task breakdown with dependencies.
~2.9 h saved / run
2 Agents
1 Team
1 Workflow
Research & Strategy
View all 9 →Brainstorm & Ideation Facilitator
- Trigger
- When you start the “Reframe, diverge, converge, self-check, approve” workflow.
- Job
- Frame and reframe the problem, diverge without judgment.
- Outcome
- A focused shortlist of tested ideas and next steps.
~1.8 h saved / run
2 Agents
1 Team
1 Workflow
Competitive Intelligence Report
- Trigger
- When you start the “Discover, research, matrix, verify, approve” workflow.
- Job
- Profile and discover the competitive set, research each competitor through four lanes.
- Outcome
- A sourced competitor matrix with recommended responses.
~9.3 h saved / run
3 Agents
1 Team
1 Workflow
Competitor Mention Monitor
- Trigger
- On the “Competitor mention sweep” schedule.
- Job
- Sweep each competitor's external signal, diff against memory, write the delta report.
- Outcome
- A verified competitor-mention delta report.
~2.6 h saved / week
2 Agents
1 Team
1 Workflow
Competitor Watch & Battlecard
- Trigger
- On the “Competitor sweep” schedule.
- Job
- Sweep the competitor surfaces, diff against memory, draft the delta and battlecard.
- Outcome
- An updated, sourced competitor battlecard and delta report.
~3.2 h saved / week
2 Agents
1 Team
1 Workflow
Deep Research Brief
- Trigger
- When you start the “Scope, research, synthesize, verify, approve” workflow.
- Job
- Scope the question, run focused sourced research, synthesize.
- Outcome
- A cited research brief with verified conclusions.
~5.6 h saved / run
3 Agents
1 Team
1 Workflow
Experiment & Assumption Sprint
- Trigger
- When you start the “Surface, prioritize, design, self-critique, approve” workflow.
- Job
- Surface the riskiest assumptions, prioritize on the Impact x Risk matrix.
- Outcome
- A ranked assumption log with decisive test plans.
~3.5 h saved / run
2 Agents
1 Team
1 Workflow
Design & Web
View all 5 →Brand & Theme Kit Generator
- Trigger
- When you start the “Build brand kit” workflow.
- Job
- Read the inputs, draft the brand system and tokens, critique it for contrast and defaults.
- Outcome
- A review-ready design package with system decisions, assets, and implementation guidance.
~3.8 h saved / run
3 Agents
1 Team
1 Workflow
Deck & Visual-Doc Producer
- Trigger
- When you start the “Produce document” workflow.
- Job
- Plan the narrative and format, produce the document, visually QA it.
- Outcome
- A polished, visually checked deck or document.
~4.4 h saved / run
2 Agents
1 Team
1 Workflow
Landing page & web document builder
- Trigger
- When you start the “Build web document” workflow.
- Job
- Plan a distinctive design, build the document, revise, and hand off.
- Outcome
- A polished landing page implementation ready for approval.
~5.3 h saved / run
2 Agents
1 Team
1 Workflow
Product video producer
- Trigger
- On the “Weekly video run” schedule.
- Job
- Storyboard the subject for approval.
- Outcome
- A production-ready script or video package with evidence and approval checkpoints.
~6.9 h saved / week
2 Agents
1 Team
2 Workflows
UI Design-System / Interface Designer
- Trigger
- When you start the “Design interface” workflow.
- Job
- Gather requirements, explore directions, spec, revise, and hand off.
- Outcome
- A review-ready design package with system decisions, assets, and implementation guidance.
~5.3 h saved / run
2 Agents
1 Team
1 Workflow
Engineering
View all 14 →Backend and API development
- Trigger
- When you start the “Backend and API delivery” workflow.
- Job
- Implement and verify the assigned backend or API change before human review.
- Outcome
- A tested implementation and pull request draft.
~2 h saved / run
2 Agents
1 Team
1 Workflow
Bug investigation & fix
- Trigger
- When you start the “Diagnose, fix, self-review, draft PR” workflow.
- Job
- Build a feedback loop, find the root cause, fix it with a test.
- Outcome
- A tested implementation and pull request draft.
~3.9 h saved / run
2 Agents
1 Team
1 Workflow
Database migrations
- Trigger
- When you start the “Database migration delivery” workflow.
- Job
- Plan, implement, and verify the assigned schema or data migration before human review.
- Outcome
- A tested implementation and pull request draft.
~1.5 h saved / run
2 Agents
1 Team
1 Workflow
Docs gardener & API doc writer
- Trigger
- On the “Garden docs” schedule.
- Job
- Diff changes against docs, draft the reconciling updates, edit, and draft a PR.
- Outcome
- Accurate documentation updates and a pull request draft.
~5 h saved / week
2 Agents
1 Team
1 Workflow
Frontend development
- Trigger
- When you start the “Build frontend feature” workflow.
- Job
- Build or optimize the feature, and draft a deploy-ready PR.
- Outcome
- A tested implementation and pull request draft.
~4.2 h saved / run
2 Agents
1 Team
1 Workflow
Issue triage & routing
- Trigger
- On the “Triage issues” schedule.
- Job
- Classify and dedupe, verify the actionable ones, then draft a triage summary for approval.
- Outcome
- An evidence-backed issue queue with proposed labels, routing, and next actions.
~2.2 h saved / week
2 Agents
1 Team
1 Workflow
Customer Support
View all 4 →Customer health & voice-of-customer pulse
- Trigger
- On the “Customer health pulse” schedule.
- Job
- Gather signals, cluster into themes, score health, write the pulse and task proposals.
- Outcome
- A verified customer-health report with prioritized interventions.
~3.3 h saved / week
2 Agents
1 Team
1 Workflow
Escalation & complaint handler
- Trigger
- When you start the “Escalation handling” workflow.
- Job
- Gather and package the escalation, draft a severity-matched resolution and follow-ups.
- Outcome
- A prioritized case queue with evidence-backed response drafts and escalations.
~1.6 h saved / run
2 Agents
1 Team
1 Workflow
Help-doc & KB writer
- Trigger
- When you start the “KB article drafting” workflow.
- Job
- Synthesize and prioritize the gap, draft the article in house style, revise.
- Outcome
- A sourced content draft ready to publish.
~2.5 h saved / run
2 Agents
1 Team
1 Workflow
Support inbox triage & reply drafter
- Trigger
- On the “Support inbox triage” schedule.
- Job
- Classify and prioritize, draft replies and escalations, revise.
- Outcome
- A prioritized case queue with evidence-backed response drafts and escalations.
~2.5 h saved / week
2 Agents
1 Team
1 Workflow
Operations
View all 7 →CRM hygiene & pipeline maintenance
- Trigger
- On the “CRM hygiene sweep” schedule.
- Job
- Audit records and stages, score the pipeline and triage leads, draft the cleanup plan.
- Outcome
- A prioritized CRM cleanup plan ready for approval.
~3.3 h saved / week
2 Agents
1 Team
1 Workflow
Daily Standup
- Trigger
- On the “Daily standup” schedule.
- Job
- Gather activity, compose the prioritized standup.
- Outcome
- A prioritized standup with progress, plans, blockers, and decisions.
~5.3 h saved / week
2 Agents
1 Team
1 Workflow
Email autopilot
- Trigger
- On the “Daily inbox run” schedule.
- Job
- Triage new mail into needs-you.
- Outcome
- A prioritized inbox, reply drafts, follow-up nudges, and a daily digest.
~15.2 h saved / week
2 Agents
1 Team
1 Workflow
Incident response & postmortem drafter
- Trigger
- When you start the “Postmortem drafting” workflow.
- Job
- Triage and communicate, reconstruct the timeline and root cause, draft the postmortem.
- Outcome
- A verified incident report and postmortem draft with causes, actions, and owners.
~3.8 h saved / run
3 Agents
1 Team
1 Workflow
Procurement & RFP assistant
- Trigger
- When you start the “Procurement & RFP” workflow.
- Job
- Intake the brief, build the RFP, shortlist suppliers, review the pack.
- Outcome
- A decision-ready proposal or evaluation pack with evidence, tradeoffs, and next steps.
~4.8 h saved / run
3 Agents
1 Team
1 Workflow
SOP & runbook documenter
- Trigger
- When you start the “SOP & runbook documenting” workflow.
- Job
- Map and structure the process, draft to the right template, revise.
- Outcome
- A review-ready operating document with sourced rules, exceptions, and ownership.
~3.4 h saved / run
2 Agents
1 Team
1 Workflow
Legal
View all 6 →Compliance & entity tracking
- Trigger
- On the “Compliance status check” schedule.
- Job
- Read the obligation register, recompute what's due.
- Outcome
- A current obligation report with risks and next actions.
~2.4 h saved / week
2 Agents
1 Team
1 Workflow
Contract & agreement review
- Trigger
- When you start the “Contract review” workflow.
- Job
- Review deal breakers and clauses, then verify legal risks.
- Outcome
- A clause-level risk review with sourced recommendations.
~5 h saved / run
3 Agents
1 Team
1 Workflow
Legal demand & response letter drafter
- Trigger
- When you start the “Letter drafting” workflow.
- Job
- Confirm posture, run the pre-draft gate, draft to type.
- Outcome
- An attorney-ready demand or response letter draft.
~2.6 h saved / run
2 Agents
1 Team
1 Workflow
Marketing & claims legal review
- Trigger
- When you start the “Extract, check, research, verify, approve” workflow.
- Job
- Extract and classify claims, check substantiation and the operative standard.
- Outcome
- A sourced claims-risk memo ready for legal approval.
~3.8 h saved / run
3 Agents
1 Team
1 Workflow
NDA review & triage
- Trigger
- When you start the “NDA review & triage” workflow.
- Job
- Scope-check, screen, classify, draft surgical redlines, self-verify.
- Outcome
- A GREEN / YELLOW / RED triage report with draft redlines for attorney approval.
~2.3 h saved / run
2 Agents
1 Team
1 Workflow
Policy drafting & monitoring
- Trigger
- On the “Policy monitoring sweep” schedule.
- Job
- Sweep the feeds, diff material changes against the library, draft the proposed redraft.
- Outcome
- A sourced policy-change report with proposed updates.
~5.3 h saved / week
3 Agents
1 Team
1 Workflow
People
View all 5 →Applicant screening & interview prep
- Trigger
- When you start the “Screen, rank, prep, fair-hiring review, approve” workflow.
- Job
- Score and rank candidates on evidence, prep interview questions, audit for fairness.
- Outcome
- A prioritized, evidence-backed queue with routing or interview recommendations.
~2.8 h saved / run
3 Agents
1 Team
1 Workflow
Employee handbook & policy pack
- Trigger
- When you start the “Scope, source, draft, ripple check, approve” workflow.
- Job
- Scope the sections, source from model policies, draft with [review] flags.
- Outcome
- A review-ready operating document with sourced rules, exceptions, and ownership.
~4.3 h saved / run
3 Agents
1 Team
1 Workflow
Job post & JD builder
- Trigger
- When you start the “Research, structure, write, self-critique, approve” workflow.
- Job
- Research comparable postings, structure the JD, write the post.
- Outcome
- An inclusive, research-backed job description ready to publish.
~2.8 h saved / run
2 Agents
1 Team
1 Workflow
Offer letter drafter
- Trigger
- When you start the “Assemble, draft, compliance review, approve” workflow.
- Job
- Assemble the package, draft the letter, run the jurisdiction and classification check.
- Outcome
- A compliant offer letter draft ready for approval.
~1.9 h saved / run
3 Agents
1 Team
1 Workflow
People analytics & performance report
- Trigger
- On the “People analytics report” schedule.
- Job
- Compile and compute the data, write the report.
- Outcome
- A verified people metrics report with recommended actions.
~3.9 h saved / week
2 Agents
1 Team
1 Workflow
Finance
View all 9 →Bookkeeping & month-end close
- Trigger
- On the “Monthly close run” schedule.
- Job
- Reconcile and flag, draft entries and roll-forwards, review and foot, assemble the packet.
- Outcome
- An organized finance workpack with reconciled records.
~1.2 h saved / week
3 Agents
1 Team
1 Workflow
Failed-payment recovery
- Trigger
- On the “Weekly recovery run” schedule.
- Job
- Pull failures and expiring cards, segment by cause, draft matched outreach.
- Outcome
- Cause-matched recovery emails and a tracked recovery queue ready for approval.
~2.5 h saved / week
2 Agents
1 Team
1 Workflow
Financial model & forecast
- Trigger
- On the “Model refresh run” schedule.
- Job
- Pull actuals, refresh the model and forecast, re-run integrity checks.
- Outcome
- A checked financial model and forecast with assumptions, scenarios, and decision notes.
~5.4 h saved / week
3 Agents
1 Team
1 Workflow
Invoicing & expense drafter
- Trigger
- On the “Billing run” schedule.
- Job
- Draft invoices and the AR chase list, compile the expense report, and approve.
- Outcome
- An organized finance workpack with reconciled records.
~2.1 h saved / week
2 Agents
1 Team
1 Workflow
Reconciliation & variance analysis
- Trigger
- On the “Reconciliation run” schedule.
- Job
- Reconcile and trace breaks, write the variance commentary, review and re-foot.
- Outcome
- A re-footed reconciliation and variance memo.
~4.8 h saved / week
3 Agents
1 Team
1 Workflow
Refund & chargeback handler
- Trigger
- On the “Weekly dispute pattern review” schedule.
- Job
- Register the case, gather billing evidence, draft the decision or evidence pack.
- Outcome
- A prioritized case queue with evidence-backed response drafts and escalations.
~2.7 h saved / week
3 Agents
1 Team
1 Workflow
Data & Analytics
View all 3 →Dashboard & visualization builder
- Trigger
- When you start the “Build dashboard” workflow.
- Job
- Define metrics, design charts, assemble the dashboard, revise, and draft for approval.
- Outcome
- A validated dashboard design with defined metrics, queries, and review evidence.
~4.3 h saved / run
2 Agents
1 Team
1 Workflow
Data cleaning & validation pipeline
- Trigger
- When you start the “Clean and validate data” workflow.
- Job
- Profile, clean, validate, and quality-check the dataset.
- Outcome
- A cleaned, validated dataset with exception records and quality evidence.
~4.3 h saved / run
2 Agents
1 Team
1 Workflow
Data exploration & SQL assistant
- Trigger
- When you start the “Explore data” workflow.
- Job
- Profile, write SQL, draft, and hand off.
- Outcome
- Verified SQL, findings, and decision-ready analysis.
~2.2 h saved / run
3 Agents
1 Team
1 Workflow
Documents
View all 7 →Client onboarding pack
- Trigger
- When you start the “Intake, scaffold, assemble, self-check, approve” workflow.
- Job
- Run the intake, fill the context and scaffold the setup, assemble the onboarding pack.
- Outcome
- A complete client onboarding plan and welcome pack.
~3.6 h saved / run
2 Agents
1 Team
1 Workflow
Client research dossier
- Trigger
- When you start the “Research, compile, verify, approve” workflow.
- Job
- Complete the four-axis research, compile the cited dossier.
- Outcome
- A sourced client dossier with risks and opportunities.
~6.3 h saved / run
3 Agents
1 Team
1 Workflow
Client weekly status report
- Trigger
- On the “Weekly status report” schedule.
- Job
- Pull the week's activity, draft the client-ready report.
- Outcome
- A client-ready weekly status report.
~1.7 h saved / week
2 Agents
1 Team
1 Workflow
Meeting notes & call summary
- Trigger
- When you start the “Summarize call” workflow.
- Job
- Summarize the transcript, verify nothing is lost, and propose tasks for approval.
- Outcome
- A verified meeting summary with decisions, owners, and next actions.
~1.1 h saved / run
2 Agents
1 Team
1 Workflow
Office document converter
- Trigger
- When you start the “Convert document” workflow.
- Job
- Convert the document, and draft the result for approval.
- Outcome
- A converted document with layout and content verified.
~1.4 h saved / run
2 Agents
1 Team
1 Workflow
Proposal & estimate drafter
- Trigger
- When you start the “Draft proposal” workflow.
- Job
- Scope the brief, draft the proposal, review it.
- Outcome
- A decision-ready proposal or evaluation pack with evidence, tradeoffs, and next steps.
~3.2 h saved / run
3 Agents
1 Team
1 Workflow
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