Work orders
Start from a work order that fits.
Each playbook is a first workflow, the skills that carry it, and the connectors it wants. You can start one without connecting anything and add tools later.
Agency new business
Prepared for: Design, marketing, and creative agencies
Every enquiry gets researched, qualified, and answered the same day.
Sequence of work
01Watch the new-business inbox for enquiries.
02Research the company and check it against your fit criteria.
03Draft a reply that asks only what is still unknown.
04Book the intro call once the prospect answers.
05Assemble a first-draft proposal from your template.
Skills it installs
- Lead Qualifier — Ask smart questions, assess fit, and route to the right owner.
- Meeting Booker — Find time, book, and confirm across calendars.
- Proposal Drafter — Create proposals from your templates and your data.
Connectors it wants
gmailgooglecalendarhubspot
Field service scheduling
Prepared for: Trades, maintenance, and installation businesses
Requests become confirmed jobs without a scheduling thread.
Sequence of work
01Take the job request from email or WhatsApp.
02Check real availability against travel and working hours.
03Confirm the slot and send the details.
04Chase the invoice on your ladder after the job closes.
Skills it installs
- Meeting Booker — Find time, book, and confirm across calendars.
- Inbox Triage — Sort, label, and draft replies that match your voice.
- Invoice Follower — Nudge politely and escalate when needed.
Connectors it wants
gmailgooglecalendarwhatsapp
Professional services desk
Prepared for: Consultancies, accountants, and legal practices
A quiet inbox, current CRM, and a weekly brief you actually read.
Sequence of work
01Triage the shared inbox each morning.
02Answer internal questions from your own documents, with sources.
03Keep client records current after every touch.
04Send the Friday operating brief.
Skills it installs
- Inbox Triage — Sort, label, and draft replies that match your voice.
- Knowledge Finder — Search your documents and surface the right answer.
- Weekly Operating Brief — One short brief on what moved and what slipped.
Connectors it wants
gmailgoogledriveslack
One outcome
Or pick a single outcome.
Onboarding asks for one. You can change it later, and connectors stay skippable.
First workflowThe outcomeSuggested skill
Lead follow-upNew enquiries get a researched, on-brand reply and an owner before they go cold.lead-qualifier
Inbox triageThe shared inbox is sorted, labelled, and drafted every morning.inbox-triage
Meeting bookingRequests turn into confirmed calendar slots without a scheduling thread.meeting-booker
Proposal draftingA scoped proposal draft is ready from your template and the client's context.proposal-drafter
Invoice follow-upOverdue invoices get a polite nudge and an escalation path you approve.invoice-follower