Playbooks

AI for one workflow at a time.

Step-by-step recipes for a single business task: what to set up, the prompts to copy, where a person approves, and what to measure. Free, like everything here.

Editor’s pick · Support your customers

Answer routine customer emails, with a person approving every send

Before
Email arrives → You read it → You write a reply from scratch → Send
After
Draft replies from your own answer bank so routine emails take minutes, and nothing goes out unreviewed.
Setup 45 min02PractitionerTools: free–$30/mo
A person approves every sendOpen the playbook

8 playbooks

Quickest setup first · every one has a person approving

Automate the repetitiveHuman approves

Send every meeting’s follow-up within the hour

Paste the notes, get the follow-up with owners and dates, check it, send it.

Setup 20 min02Practitioner
Tools: free
  • Your notes
  • ChatGPT or Claude
  • Your inbox
Create content fasterHuman approves

Turn one blog post into a week of social posts

Five channel-ready drafts from one approved source, in your own voice.

Setup 30 min01Prompter
Tools: free
  • Your blog
  • ChatGPT or Claude
  • Buffer (optional)
Make AI decisions with confidenceHuman approves

Write a one-page AI policy for your team

What people may paste, which tools are approved, and what always gets a human check.

Setup 30 min01Prompter
Tools: free
  • A shared doc
  • ChatGPT or Claude
  • Team chat
Automate the repetitiveHuman approves

File receipts and invoices automatically, with a Friday review

Forward receipts to one inbox; AI pulls out the details and you approve the batch weekly.

Setup 40 min03Automator
Tools: free–$30/mo
  • A shared inbox
  • Google Sheets
  • Zapier or Make
Support your customersHuman approves

Answer routine customer emails, with a person approving every send

Draft replies from your own answer bank. Nothing goes out unreviewed.

Setup 45 min02Practitioner
Tools: free–$30/mo
  • Your inbox
  • ChatGPT or Claude
  • Zapier (optional)
Turn data into decisionsHuman approves

A Monday summary of last week’s sales, drafted for you

A plain-English summary with the three numbers that moved, every number traced to a cell.

Setup 45 min03Automator
Tools: free
  • Your sales export
  • Google Sheets
  • ChatGPT or Claude
Support your customersHuman approves

Turn the questions customers actually ask into an FAQ page

Collect a month of real questions, group them, draft answers, and publish what you’ve checked.

Setup 45 min02Practitioner
Tools: free
  • Your inbox
  • A shared doc
  • ChatGPT or Claude
Workflow automationHuman approves

Send new web inquiries to your CRM with a summary attached

Every inquiry lands in the right place with the key facts pulled out. A person assigns it.

Setup 1 h03Automator
Tools: free–$30/mo
  • Web form
  • Your CRM
  • Zapier or Make

Don’t see your workflow?

Describe the task. The most-requested become next month’s playbooks.

Request it

AI Distilled · Custom Build

A working pilot, tested on your real work.

When a playbook becomes a project, AI Distilled redesigns the workflow, builds the smallest reliable version and adds human-review controls.

Scope a build