Step-by-step playbooks for automating the repetitive, judgement-heavy work between your existing systems — the workflow, who does what, and where a human stays in the loop.
A playbook for automating post-meeting and pipeline follow-up: capture what was agreed, let a rep confirm it, schedule from rules a sales manager wrote, and draft messages that have something to say.
Medium complexity · 7 min read
A playbook for automating accounts payable intake: classify the document, extract every field with its own confidence, let deterministic checks outrank the model, and send only the exceptions to a person.
High complexity · 8 min read
A playbook for automating tier-1 support: classify, retrieve from your own documentation, answer only what is grounded, escalate everything else — and treat the questions it could not answer as the documentation backlog.
Medium complexity · 5 min read
A playbook for qualifying inbound leads with an AI-assisted workflow: what the manual process costs today, which steps a model can take, where the rep keeps the decision, and what it takes to run in production.
Medium complexity · 5 min read
Every playbook in this category describes one workflow end to end: the business problem, what the manual process looks like today, the automated version step by step, what it takes to implement, and where it needs oversight.
The steps are labelled by who performs them — Human, AI or System — because that labelling is the whole argument. Automation that quietly moves a judgement call from a person to a model, without anyone deciding to, is how these projects lose the trust of the team that has to run them.
Start with the workflow. If the steps marked Human are the ones your team would refuse to give up, the scope is right. If they read as rubber-stamping, what you are looking at is an approval queue with extra steps, not automation worth paying for.
Nothing here is a product. Each playbook is a design we have thought through and would build against; the numbers attached to it are ranges that move with your volume, not results we are claiming on your behalf.