Documents playbooks

Ready-made Documents setups — each installs the agents, workflows, and documents for the job, then runs it with your approvals.

7 playbooks

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

Retainer delivery digest

Trigger: On the “Retainer digest” schedule.
Job: Pull and reconcile delivery against scope, compute utilization, draft the digest.
Outcome: A reconciled client delivery and utilization digest.

~1.7 h saved / week 2 Agents 1 Team 1 Workflow

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