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Agent playbooks

Use-case playbooks for agents people actually ship.

Support, sales, ops, marketing, recruiting. Each playbook covers the workflow, the source data, the human review points, and a safe first version.

ForFounders, support teams, SaaS operatorsSales teams, agencies, consultantsSEO teams, creators, course businessesOperators, founders, project managersAgents, brokerages, property marketersRecruiters, HR teams, founders
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Agent playbook

Customer Support AI Agent

Design a support agent that answers common questions, drafts replies, routes edge cases, and keeps humans in control.

customer support ai agent
Beginner · 2.6 hr
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Agent playbook

Sales Prospecting AI Agent

Build an agent that researches accounts, finds triggers, drafts outreach, and prepares reps before calls.

sales prospecting ai agent
Intermediate · 3.4 hr
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Agent playbook

Content Research AI Agent

Create an agent that turns keyword clusters, competitor pages, and source material into useful content briefs.

content research ai agent
Beginner · 4.1 hr
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Agent playbook

Operations AI Agent

Use AI agents to summarize meetings, chase missing inputs, update trackers, and expose blocked work.

operations ai agent
Intermediate · 2.2 hr
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Industry agent

Real Estate AI Agent

Plan an AI agent for lead qualification, listing follow-up, neighborhood research, and showing preparation.

real estate ai agent
Beginner · 2.6 hr
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Industry agent

Recruiting AI Agent

Build a recruiting assistant that screens resumes, drafts outreach, summarizes interviews, and flags fit gaps.

recruiting ai agent
Intermediate · 3.4 hr
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Agent playbook

Email Assistant AI Agent

Build an inbox agent that triages messages, drafts replies, finds missing context, and protects time-sensitive work.

email assistant ai agent
Beginner · 4.1 hr
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Agent playbook

Meeting Follow-Up AI Agent

Create an agent that turns calls into summaries, owners, deadlines, CRM notes, and follow-up emails.

meeting follow up ai agent
Beginner · 2.2 hr
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Industry agent

Ecommerce Support AI Agent

Design a store support agent for order status, returns, product questions, subscriptions, and refund routing.

ecommerce support ai agent
Intermediate · 2.6 hr
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Finance agent

Invoice and AP AI Agent

Plan an accounts payable agent that extracts invoice data, checks purchase orders, routes approvals, and prepares payment queues.

invoice ap ai agent
Intermediate · 3.4 hr
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Industry agent

Legal Intake AI Agent

Build a legal intake agent that collects matter details, checks conflicts, summarizes documents, and routes prospects safely.

legal intake ai agent
Advanced · 4.1 hr
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Agent playbook

Marketing Campaign AI Agent

Use an agent to turn campaign goals, audience data, offer notes, and past performance into launch-ready assets.

marketing campaign ai agent
Intermediate · 2.2 hr
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Agent playbook

Customer Onboarding AI Agent

Create an onboarding agent that guides new customers, answers setup questions, checks progress, and flags accounts at risk.

customer onboarding ai agent
Intermediate · 2.6 hr
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Agent playbook

Executive Assistant AI Agent

Design an executive assistant agent for inbox triage, agenda prep, task follow-up, briefing notes, and decision support.

executive assistant ai agent
Intermediate · 3.4 hr
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Analytics agent

Data Analyst Reporting AI Agent

Build a reporting agent that answers metric questions, explains changes, drafts weekly updates, and keeps data interpretation grounded.

data analyst reporting ai agent
Advanced · 4.1 hr
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Agency agent

Agency Client Reporting AI Agent

Create an agent that compiles campaign results, highlights client-ready insights, drafts reports, and prepares account managers.

agency client reporting ai agent
Intermediate · 2.2 hr
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