Open-source AI playbooks
Each playbook solves one problem almost every company has. It shows how the system works, the tools it runs on, how long it takes to build and where a person signs off. Free to read, download and share with your team.
// How they fit together
A Company Brain holds your customers, decisions, processes and voice in one place. Every other system on this page reads from it, which is why their answers sound like your company instead of generic AI.
Point at a number to see the system. Click to jump to its playbook.
Start here
For every team
For marketing
For sales
// The 20 playbooks
Every playbook also uses an AI model (Claude or ChatGPT), and most use an automation tool such as n8n, Make or Zapier.
Tick the tools your company uses
Each playbook then shows whether it works with your setup.
The memory every other system reads from.
Your company’s knowledge lives in a dozen tools and a few people’s heads, so AI gives generic answers.
The systemOne organized, always-current memory of your customers, decisions, processes and voice that every person and every AI system can ask.
The meetings and questions that eat everyone’s week.
Decisions get made in meetings and forgotten by Friday.
The systemTurns every call into notes, owners and deadlines, updates the tracker and drafts the follow-ups.
Customers wait hours for answers your team has given a hundred times, and your best people spend the day repeating themselves.
The systemDrafts an accurate reply to every incoming question from your own docs and past answers, so the team only handles the new and the tricky.
More ideas tested, shipped and measured each week.
One round of ad creatives takes a designer two days, so you test far fewer ideas than you should.
The systemTurns one brief into a dozen on-brand static ads, in every size you need, in about 45 minutes.
Your best ideas stay in meetings and voice notes because nobody has time to write them up.
The systemTurns one talk, call or voice note into posts, a newsletter and short video scripts in your voice.
You hear about a competitor’s new price or launch when a deal is already lost.
The systemWatches competitors’ sites, pricing, ads and posts, and sends a weekly “what changed and what it means” digest.
Campaign numbers live in five dashboards, and the report is always late.
The systemPulls spend, leads and pipeline from every channel into one weekly report, with the why written up.
More time selling, faster replies, fewer deals going cold.
New inbound leads wait hours for a reply, and by then they’re talking to someone else.
The systemResearches every new lead, replies within minutes with a tailored answer and offers a call, with a rep watching.
Reps spend more time researching accounts than talking to them.
The systemProfiles each target account, finds the right people and drafts a first email worth replying to.
Your CRM is always out of date because nobody wants to type up their calls.
The systemReads every call and email, then updates deals, contacts and next steps for the rep to confirm.
Proposals take days, so deals cool off between the call and the quote.
The systemTurns the call notes into a tailored, on-brand proposal the same day, priced from your rate card.
Pipeline reviews turn into status updates, and the risky deals slip through.
The systemScores every open deal for risk, lists what changed since last week and suggests the next move.
Know what changed and what needs you, without asking around.
The first hour of every day goes to working out what changed overnight.
The systemA one-page brief before 9 am: what moved, what’s stuck and what needs your decision today.
Monday’s numbers take someone half a day to pull, and nobody explains why they moved.
The systemPulls every key number into one review, flags what changed and drafts the why before the meeting.
Every board pack means days of chasing numbers and commentary from every team.
The systemDrafts the update from your numbers, wins and asks, in your format and voice, for you to edit.
The handoffs, chasing and checks that slow everything down.
New clients repeat everything to a new team the week after they sign.
The systemWrites the handoff brief from every call and email: goals, promises, risks and contacts.
Cash sits in overdue invoices because chasing them is awkward and manual.
The systemSends the right reminder at the right time, logs every reply and flags disputes to finance.
Hundreds of applications per role get skimmed in seconds each, and good people slip through.
The systemScores every application against the role’s scorecard and hands the recruiter a ranked shortlist with reasons.
Every contract waits days for someone senior to read it in full.
The systemCompares each contract with your standard terms and flags the clauses that need a lawyer’s eye.
New hires spend their first weeks waiting for access and asking the same questions.
The systemSets up accounts, sends the first-week plan and answers new-joiner questions from your handbook.
// Made to forward
Each link opens this page filtered to that team’s systems. Every playbook also downloads as a PDF, so you can drop it straight into Slack or email.
Your marketing lead
A dozen on-brand ads in under an hour and one report that explains the numbers.
Your sales lead
Faster replies, a CRM that updates itself and proposals the same day.
Your ops, finance and HR leads
Cleaner handoffs, faster collections and shortlists with reasons.
Your tech lead
Every playbook ends with “Can we build it?”: the tools, data access, build options and guardrails.
// Want help building them?
In 30 minutes with our founder, we’ll look at your tools and your week, and pick the playbooks that would save you the most time first.
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