Playbook library

100 things your AI employees can do on day one

Every claim on this page was checked against what the product actually does today. 95 of them are true right now, and the 5 that were not are not on this page. 78 of them come with a step-by-step guide.

95 outcomes shown

Inbox & Email

8 outcomes
  • Triage every incoming email into needs you, needs an answer, and noise.

    Playbook · 12 min

    The employee reads new mail on a schedule and sorts it with real Gmail labels, so the triage is visible in the client you already use.

    GmailMailbox
  • Draft replies in your voice, using your past threads as the reference.

    Playbook · 12 min

    It searches how you answered similar threads before, then leaves a Gmail draft for you to send.

    GmailMailbox
  • Work through an unread backlog overnight and hand you a sorted inbox.

    Covered in “Triage every incoming email

    An overnight scheduled job labels and files in batches, and reports what it could not decide.

    GmailMailbox
  • Flag anything containing a contract, invoice or legal term for human review.

    Playbook · 9 min

    Matching mail gets a label you choose and a task in review, so nothing sensitive is answered automatically.

    GmailMailbox
  • Summarize a long thread into three bullets before you open it.

    Playbook · 8 min

    It reads the whole thread and writes the summary back as a draft or a task.

    GmailMailbox
  • Chase unanswered emails after a set number of days.

    Playbook · 10 min

    A daily job searches for sent mail with no reply past your cutoff and drafts the nudge.

    GmailScheduled Jobs
  • Route messages to the right person instead of the right folder.

    Playbook · 13 min

    It labels the thread and posts the handoff into the Slack channel that owns it.

    GmailSlackMailbox
  • Write a daily digest of what came in while you slept.

    Playbook · 12 min

    A job on your morning cron reads overnight mail and writes one summary you can read in a minute.

    GmailScheduled Jobs

Meetings & Calendar

9 outcomes
  • Find the one time slot that works across six calendars.

    Playbook · 8 min

    A single `calendar_find_free_time` call does the intersection, so it does not degrade as you add people.

    Google CalendarChat
  • Prep a one-page brief before every external meeting.

    Playbook · 13 min

    A morning job reads the day’s events and files a brief per external attendee.

    Google CalendarDocuments
  • Pull the customer’s full history into that brief automatically.

    Covered in “A one-page brief before every meeting

    The brief is assembled from your own CRM contacts, deals and logged activity, which needs nothing connected.

    Google CalendarCRM
  • Turn a recorded meeting into notes, decisions and owners.

    Playbook · 10 min

    Upload the recording, it is transcribed and diarized, and the employee writes the summary and proposes owned action items.

    Works out of the boxMeetings
  • Convert every action item into a tracked task with a due date.

    Covered in “Turn a recording into notes, decisions and owners

    Proposed action items are reviewed on the meeting page and become real tasks when you accept them.

    Works out of the boxTasks
  • Send agendas 24 hours ahead without being asked.

    Playbook · 11 min

    A daily job reads tomorrow’s events and drafts an agenda to the attendee list.

    Google CalendarGmailScheduled Jobs
  • Follow up with attendees who missed the meeting.

    Playbook · 10 min

    It compares the invite list to who spoke in the transcript and drafts the catch-up note.

    Google CalendarGmailMeetings
  • Reschedule the whole day when a flight gets delayed.

    Playbook · 7 min

    Tell it the new arrival time and it moves each affected event and notifies the attendees.

    Google CalendarChat
  • Protect recurring deep-work time from getting eaten.

    Playbook · 9 min

    It books the blocks as real events, so anyone checking your availability sees them.

    Google CalendarChat

Sales & Pipeline

10 outcomes
  • Research a prospect before the first call and produce a company brief.

    Playbook · 8 min

    The employee searches the web, writes the brief into Documents and links it to the CRM record.

    Works out of the boxDocuments
  • Enrich every new lead with what public sources say about the company.

    Playbook · 11 min

    Web research writes straight back to the contact and organization records.

    Works out of the boxCRM
  • Write outreach that references something real about the account.

    Covered in “Research a prospect before the first call

    It drafts from the brief it just wrote, so the specific detail comes from research rather than a merge field.

    Works out of the boxCRM
  • Log every call, email and note back into your CRM.

    Covered in “Catch the deals going quiet before they die

    The CRM is part of Tenfold, so activity logging is native and needs nothing connected.

    Works out of the boxCRM
  • Keep opportunity stages accurate without a rep touching them.

    Playbook · 12 min

    It updates the deal from what actually happened in the thread or the call.

    Works out of the boxCRM
  • Flag deals that have gone quiet past your normal cycle length.

    Playbook · 12 min

    A weekly job compares last logged activity against your cycle length and raises the stale ones.

    Works out of the boxScheduled Jobs
  • Draft proposals from your approved template library.

    Playbook · 15 min

    Templates live in Documents, so the draft starts from your approved language rather than the model’s.

    Works out of the boxDocuments
  • Answer inbound pricing questions in under a minute, around the clock.

    Playbook · 13 min

    Each employee has its own real email address, and answers from your pricing docs.

    Works out of the boxMailbox
  • Build the weekly pipeline review before the meeting starts.

    Playbook · 12 min

    A job reads your deals and writes the review up, ready to open.

    Works out of the boxScheduled Jobs
  • Write post-call recaps and send them while the call is still warm.

    Playbook · 10 min

    The recap is drafted from the transcript as soon as it is processed.

    GmailMeetings

Customer Support

10 outcomes
  • Answer tier-one questions from your existing help docs.

    Playbook · 15 min

    Your docs are indexed and searchable, so the answer is quoted from them rather than recalled.

    Works out of the boxDocuments
  • Detect frustration in a thread and escalate to a human immediately.

    Covered in “Answer tier-one questions from your own docs

    The reply is held for approval instead of sent, and the thread is raised for review.

    Works out of the boxMailbox
  • It detects the language of the incoming message and answers in it.

    Works out of the boxMailbox
  • Turn every resolved question into a draft help-centre article.

    Playbook · 12 min

    A resolved thread becomes a draft document in the folder you nominate.

    Works out of the boxDocuments
  • Spot the same issue appearing five times and raise it as a bug.

    Playbook · 12 min

    A weekly job clusters recent threads and opens one task with the examples attached.

    Works out of the boxTasks
  • Keep first-response time under a minute at 2am.

    Covered in “Answer tier-one questions from your own docs

    The mailbox is answered by an employee that does not keep hours.

    Works out of the boxMailbox
  • Verify account details before answering anything sensitive.

    Covered in “Draft refunds without giving away the shop

    It looks the sender up in your CRM first and refuses when the details do not match.

    Works out of the boxCRM
  • Draft refund and credit responses within your policy limits.

    Playbook · 14 min

    Your policy document sets the bounds, and anything past them is held for approval.

    Works out of the boxMailbox
  • Send proactive status updates during an incident.

    Playbook · 11 min

    It posts the update to the channel and keeps the same message current as things change.

    SlackChannels
  • Report weekly on what customers actually complained about.

    Playbook · 10 min

    A weekly job reads the week’s threads and reports themes rather than counts.

    Works out of the boxScheduled Jobs

Marketing & Content

10 outcomes
  • Turn one webinar into a blog post, ten social posts and a newsletter.

    Playbook · 25 min

    Upload the recording, and the transcript becomes drafts across Documents, the Composer and the social calendar.

    Works out of the boxComposer
  • Keep a content calendar populated a month out.

    Playbook · 15 min

    The employee proposes posts against your pillars and fills the calendar, for you to approve.

    Works out of the boxSocial Desk
  • Draft posts with a target keyword, title and meta description.

    Playbook · 12 min

    It researches the topic and writes the metadata alongside the draft.

    Works out of the boxDocuments
  • Repurpose your best-performing content into new formats.

    Playbook · 12 min

    Knowing which content performed needs your analytics. The repurposing itself does not.

    Google AnalyticsComposer
  • Monitor brand mentions and surface the ones worth answering.

    Playbook · 11 min

    A scheduled job reads mentions and raises only the ones that need a person.

    XSocial Desk
  • Write and schedule social posts, and publish them on approval.

    Covered in “Keep a content calendar a month ahead

    Drafts sit on the calendar until you approve them, then publish to the connected channel.

    LinkedInXSocial Desk
  • Draft case studies from customer call transcripts.

    Playbook · 14 min

    It works from the meeting transcript, so the quotes are things the customer actually said.

    Works out of the boxDocuments
  • Keep messaging consistent by working from one brand knowledge base.

    Covered in “Keep a content calendar a month ahead

    Brand voice and content pillars are saved once and read by every employee that writes.

    Works out of the boxSocial Desk
  • Summarize competitor launches and positioning changes weekly.

    Playbook · 10 min

    Name the competitors once, and a weekly job researches and reports what changed.

    Works out of the boxScheduled Jobs
  • A/B test subject lines and report which won.

    Playbook · 12 min

    It drafts the variants, and your email platform runs the split and returns the result.

    MailchimpChat

Finance & Back Office

10 outcomes
  • Read invoices out of email and extract the line items into a sheet.

    Playbook · 20 min

    A scheduled job finds invoice mail, reads the amounts and appends a row per line item.

    GmailGoogle SheetsChat
  • Match receipts to card transactions and flag the gaps.

    Playbook · 16 min

    It reconciles the two lists and reports only the transactions with nothing attached.

    QuickBooksGmailChat
  • Chase overdue invoices on a polite escalating schedule.

    Playbook · 16 min

    A daily job reads what is outstanding and drafts the next note in the sequence.

    QuickBooksGmailScheduled Jobs
  • Reconcile accounts and surface only the exceptions.

    Playbook · 14 min

    It reports what did not match, not what did.

    QuickBooksChat
  • Categorize expenses against your chart of accounts.

    Playbook · 13 min

    It reads your existing categories and applies them, holding anything ambiguous for you.

    QuickBooksChat
  • Build the month-end close checklist and track who is behind.

    Playbook · 15 min

    The checklist is a project of real tasks with owners, rebuilt each month by a scheduled job.

    Works out of the boxTasks
  • Draft purchase orders from approved requests.

    Playbook · 10 min

    It fills your PO template from the request and files the draft for signature.

    Works out of the boxDocuments
  • Watch spend against budget and alert before you blow through it.

    Playbook · 12 min

    A daily job compares spend to budget and posts when you cross the threshold you set.

    QuickBooksSlackScheduled Jobs
  • Pull vendor contracts and flag auto-renewal dates.

    Playbook · 11 min

    It reads the contracts in your Documents and opens a task ahead of each renewal window.

    Works out of the boxDocuments
  • Produce a one-page cash summary every Monday morning.

    Playbook · 11 min

    A Monday job reads the numbers and writes the page before you are up.

    QuickBooksScheduled Jobs

Recruiting & HR

10 outcomes
  • Screen inbound applications against the actual job requirements.

    Playbook · 18 min

    The requirements live in a document, and each application is scored against them with the reasoning shown.

    Works out of the boxMailbox
  • Write job descriptions from a short brief and your existing roles.

    Playbook · 10 min

    It works from the roles you have already written, so the new one sounds like your company.

    Works out of the boxDocuments
  • Schedule interview loops across panels.

    Playbook · 10 min

    It finds the shared availability and books the whole loop in one pass.

    Google CalendarChat
  • Draft structured interview scorecards per role.

    Playbook · 11 min

    Each scorecard is generated from that role’s requirements, so interviewers rate the same things.

    Works out of the boxDocuments
  • Answer candidate questions instantly instead of in three days.

    Covered in “Screen applications against the real requirements

    The recruiting employee has its own address and answers from your hiring docs.

    Works out of the boxMailbox
  • Send rejection notes that do not read like they came from a machine.

    Covered in “Screen applications against the real requirements

    Each note references the actual application, and you can hold them all for approval.

    Works out of the boxMailbox
  • Run new-hire onboarding checklists end to end.

    Playbook · 18 min

    The checklist is a workflow with approval gates, so it runs the same way every time.

    Works out of the boxWorkflows
  • Answer internal policy questions from your employee handbook.

    Playbook · 10 min

    The handbook is indexed, and answers quote the section they came from.

    Works out of the boxDocuments
  • Track certifications and licensing expirations.

    Playbook · 10 min

    A monthly job reads the records and opens a task before each expiry.

    Works out of the boxScheduled Jobs
  • Assemble the offer packet and route it for signature.

    Playbook · 12 min

    It builds the packet from your templates and sends it for signature.

    DocuSignDocuments

Operations & Reporting

10 outcomes
  • Build a recurring report on a schedule and deliver it to Slack.

    Playbook · 15 min

    A cron you choose runs the job, and the finished write-up arrives as a card in your channel.

    SlackScheduled Jobs
  • Pull data from three systems and reconcile it into one view.

    Playbook · 18 min

    It reads each source through its connector and writes the reconciled view to one sheet.

    Google SheetsChat
  • Clean a messy spreadsheet: dedupe, normalize, fix formats.

    Playbook · 13 min

    It works on a copy and reports every change, so you can check before you keep it.

    Google SheetsChat
  • Convert PDFs into structured, queryable data.

    Playbook · 10 min

    Uploaded PDFs are parsed and indexed, so you can ask across them instead of opening each one.

    Works out of the boxDocuments
  • Monitor a number and message you the moment it moves past a threshold.

    Playbook · 10 min

    The job checks on your interval and stays quiet until the threshold is crossed.

    SlackScheduled Jobs
  • Write the weekly ops summary with the numbers already filled in.

    Playbook · 12 min

    It reads the numbers first and writes around them, so there are no blanks to chase.

    Google SheetsScheduled Jobs
  • Audit your data for missing fields and stale records.

    Playbook · 11 min

    A scheduled job sweeps your CRM and reports what is incomplete or untouched.

    Works out of the boxCRM
  • Keep two systems in sync without a middleware project.

    Playbook · 16 min

    A job reads both sides on a schedule and writes the differences across.

    HubSpotGoogle SheetsScheduled Jobs
  • Run a checklist-driven process the same way every time.

    Covered in “New-hire onboarding that runs itself

    Steps are durable and approval gates pause the run, so a restart does not redo finished work.

    Works out of the boxWorkflows
  • Document the process it just ran so a human can take it over.

    Playbook · 12 min

    It writes the procedure up and saves it as a skill any employee can reuse.

    Works out of the boxSkills

Engineering & IT

9 outcomes
  • Summarize overnight errors into the five things worth fixing.

    Playbook · 14 min

    A morning job groups the noise and reports what is new or growing, not what is loudest.

    SentryScheduled Jobs
  • Triage new issues, label them and assign an owner.

    Playbook · 20 min

    It reads each new issue, applies your labels and assigns from your own routing rules.

    LinearChat
  • Draft first-pass pull request reviews.

    Playbook · 14 min

    It reads the diff and leaves the obvious findings, so the human review starts further along.

    GitHubChat
  • Watch deploys and alert the on-call channel when something breaks.

    Playbook · 14 min

    It correlates the deploy with what changed and posts the summary to on-call.

    GitHubSlackScheduled Jobs
  • Keep runbooks current as the infrastructure changes.

    Playbook · 13 min

    It compares merged changes against the runbook and drafts the edit.

    GitHubDocuments
  • Answer "how do I get access to X" without a ticket.

    Playbook · 9 min

    Access docs are indexed, and the answer cites the page it came from.

    Works out of the boxDocuments
  • Provision and deprovision standard accounts on a checklist.

    Playbook · 16 min

    A workflow with approval gates does the steps in order and records each one.

    OktaWorkflows
  • Turn incident timelines into draft postmortems.

    Playbook · 13 min

    It reads the timeline and writes the draft, leaving the causes for the humans.

    PagerDutyDocuments
  • Track dependency and security advisories relevant to your stack.

    Playbook · 12 min

    A weekly job matches new advisories against what you actually depend on.

    GitHubScheduled Jobs

Knowledge & Memory

9 outcomes
  • Answer any question from your documents, contracts and wikis.

    Playbook · 6 min

    Everything you upload is indexed, and answers cite the document they came from.

    Works out of the boxDocuments
  • Give each AI employee only the knowledge its role should see.

    Playbook · 12 min

    Skills and document access are set per employee, so scope is a configuration and not a prompt.

    Works out of the boxEmployees
  • Remember decisions and the reasoning behind them.

    Playbook · 10 min

    Each employee keeps its own durable memory, so a decision survives the end of the conversation.

    Works out of the boxEmployees
  • Keep a running record of what every employee produced and when.

    Covered in “Build a report that writes itself every week

    Every run leaves a work log entry and a reviewable deliverable.

    Works out of the boxTasks
  • Surface the one document someone needs instead of a results page.

    Playbook · 7 min

    Ask returns the answer and the source, rather than ten links to read yourself.

    Works out of the boxDocuments
  • Flag documents that contradict each other.

    Playbook · 11 min

    Ask it to compare a set of documents and it reports where they disagree, with both quotes.

    Works out of the boxDocuments
  • Onboard a new hire by answering the questions they are afraid to ask.

    Playbook · 9 min

    A patient employee with your handbook, that never makes anyone feel slow for asking twice.

    Works out of the boxMailbox
  • Turn tribal knowledge into a skill any employee can reuse.

    Covered in “Write down how it was done, once

    Describe how the job is done once and it is saved as a skill, not retyped into every prompt.

    Works out of the boxSkills
  • Work through the night and hand you the results at 8am.

    Covered in “Build a report that writes itself every week

    Scheduled jobs run in your timezone whether or not anyone is signed in.

    Works out of the boxScheduled Jobs