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Playbooks

Three workflows you can scope today

Compact playbooks for common small-team automations. Each lists concrete steps — no vendor lock-in, no guaranteed metrics.

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Inbox triage playbook

Sort recurring support mail, draft replies, escalate billing — with human approval on every send.

  1. List the top 10 question types from the last 30 days of mail
  2. Build a FAQ index from past replies and your help docs
  3. Configure draft-only mode: agent proposes, human approves
  4. Set escalation rules for billing, complaints, and legal keywords
  5. Run a one-week pilot with one inbox; measure time saved per thread

Related: See example · Services

Lead routing playbook

Tag inbound leads by service line and region, notify the right rep, create a CRM entry.

  1. Map form fields to service lines and territories
  2. Define required fields — reject incomplete submissions early
  3. Webhook to CRM with tags; duplicate detection on email
  4. Slack or email notification to the assigned rep with form context
  5. Weekly review: are tags accurate? Adjust rules before adding AI

Related: See example · Services

Document summarisation playbook

Turn long PDFs into one-page briefs with page references — human verifies numbers.

  1. Choose a private workspace where documents can be processed
  2. Define the output template: requirements, risks, pricing, open questions
  3. Run extraction with page references — never trust a number without a cite
  4. Human reviewer checks flagged sections and tables
  5. Archive source doc + brief together for audit trail

Related: See example · Services

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