Operations playbooks

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

7 playbooks

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

Vendor & tool review pack

Trigger: When you start the “Vendor review” workflow.
Job: Map agreements, score and cost the candidate, draft the memo, stress-test it.
Outcome: A scored vendor decision memo with costs and tradeoffs.

~3.7 h saved / run 3 Agents 1 Team 1 Workflow

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