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.
Customer Support AI Agent
Design a support agent that answers common questions, drafts replies, routes edge cases, and keeps humans in control.
Sales Prospecting AI Agent
Build an agent that researches accounts, finds triggers, drafts outreach, and prepares reps before calls.
Content Research AI Agent
Create an agent that turns keyword clusters, competitor pages, and source material into useful content briefs.
Operations AI Agent
Use AI agents to summarize meetings, chase missing inputs, update trackers, and expose blocked work.
Real Estate AI Agent
Plan an AI agent for lead qualification, listing follow-up, neighborhood research, and showing preparation.
Recruiting AI Agent
Build a recruiting assistant that screens resumes, drafts outreach, summarizes interviews, and flags fit gaps.
Email Assistant AI Agent
Build an inbox agent that triages messages, drafts replies, finds missing context, and protects time-sensitive work.
Meeting Follow-Up AI Agent
Create an agent that turns calls into summaries, owners, deadlines, CRM notes, and follow-up emails.
Ecommerce Support AI Agent
Design a store support agent for order status, returns, product questions, subscriptions, and refund routing.
Invoice and AP AI Agent
Plan an accounts payable agent that extracts invoice data, checks purchase orders, routes approvals, and prepares payment queues.
Legal Intake AI Agent
Build a legal intake agent that collects matter details, checks conflicts, summarizes documents, and routes prospects safely.
Marketing Campaign AI Agent
Use an agent to turn campaign goals, audience data, offer notes, and past performance into launch-ready assets.
Customer Onboarding AI Agent
Create an onboarding agent that guides new customers, answers setup questions, checks progress, and flags accounts at risk.
Executive Assistant AI Agent
Design an executive assistant agent for inbox triage, agenda prep, task follow-up, briefing notes, and decision support.
Data Analyst Reporting AI Agent
Build a reporting agent that answers metric questions, explains changes, drafts weekly updates, and keeps data interpretation grounded.
Agency Client Reporting AI Agent
Create an agent that compiles campaign results, highlights client-ready insights, drafts reports, and prepares account managers.
One agent that holds down a real job beats a grand autonomous system that never ships
Each playbook covers one job an agent can actually keep: support triage, sales follow-up, ops reporting, recruiting screens. It is not a list of features. It is the workflow, the source data the agent needs, the points where a human has to sign off, and the smallest safe version to ship first.
Read the source-data section before anything else. Most agent projects fail there, not in the model. If the data an agent needs to do the job is messy or locked away, the playbook tells you to fix that first.
Every playbook ends with a first version you can build in a week. That is deliberate. The goal is one narrow agent in production earning trust, then expanding from there.
What is an agent playbook?
A step-by-step blueprint for one use case: the workflow, the data it needs, the human review points, and a safe first version to build.
Which playbook should I start with?
Pick the one that matches a task your team already repeats every week. Repetition is the strongest signal that automation will pay off.
Do these work with any platform?
Yes. The playbooks are stack-agnostic. Pair one with the stack picker tool to choose the right builder.
How is this different from a template?
A template is the artifact you download. A playbook is the thinking around it: what to build, why, and where it breaks.
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