AI playbooks

All playbooks

Customers · Beginner

Reply to customer emails faster

Use AI to draft replies to common customer emails in your own tone, then check and send. You stay in charge of every …

Marketing · Beginner

Write product descriptions

Turn a product’s specs and a photo into clear, accurate descriptions for your website, marketplace listings or menu, …

Customers · Beginner

Reply to online reviews

Draft thoughtful replies to Google and other reviews, good and bad, so every review gets a response without it taking…

Operations · Beginner

Turn meeting notes into tasks

Paste rough notes or a transcript and get a clean summary, decisions and a task list with owners and dates.

Marketing · Beginner

Plan a month of social posts

Turn what is happening in your business this month into a simple posting plan and first drafts for each post.

Sales · Intermediate

Draft quotes and proposals

Turn notes from a site visit or call into a clear, professional proposal using your own template and prices.

Admin and finance · Intermediate

Sort expenses and receipts

Use AI to suggest categories for bank transactions and pull details from receipts, then check before anything goes in…

Sales · Beginner

Prepare for sales calls

Get a short briefing before a call: what the prospect does, likely needs, good questions to ask and objections to exp…

Admin and finance · Beginner

Chase unpaid invoices politely

Create a set of reminder emails, from friendly nudge to final notice, that you can send in seconds.

Admin and finance · Intermediate

Pull data out of PDFs and forms

Extract details from invoices, order forms or applications into a spreadsheet, then check before using.

Marketing · Beginner

Create images for posts and ads

Use AI design tools to make clean social graphics, banners and ad images, without pretending AI images are real photo…

Marketing · Intermediate

Rewrite your website pages

Make your home, services and about pages clearer: who you help, what you do, what it costs and how to get started.

Marketing · Intermediate

Write and test ad copy

Draft several versions of headlines and descriptions for search and social ads, then let real results pick the winner.

Customers · Intermediate

Make sense of customer feedback

Paste survey answers, reviews or support messages and get the main themes, what is getting better or worse, and what …

Customers · Beginner

Write phone scripts and voicemail

Write clear greetings, call scripts for common questions and an after-hours voicemail message that tells callers what…

Sales · Intermediate

Design clear pricing packages

Use AI to think through simple good, better and best packages, and write clear descriptions of what each includes.

Operations · Advanced

Automate a routine task between apps

Connect the apps you already use so routine work happens on its own: new form entries to your CRM, invoices to a fold…

Operations · Beginner

Compare supplier quotes fairly

Lay out several supplier quotes side by side, spot the differences in what is included, and draft questions to ask.

Admin and finance · Intermediate

Build a simple cash flow forecast

Set up a 13-week cash forecast in a spreadsheet with AI help on the formulas, so you can see a tight month coming.

Admin and finance · Intermediate

Understand a contract before you sign

Get a plain-English summary of a contract, the clauses that commonly cause trouble and the questions to ask before si…

Admin and finance · Intermediate

Draft grant applications

Turn your project notes into clear answers to grant questions, within word limits, using only facts you can back up.

People · Intermediate

Draft an employee handbook

Turn the way you already run things into a clear handbook: hours, holidays, sick leave, conduct, safety and who to as…

People · Beginner

Create training guides and quizzes

Turn your know-how into short training guides with quick quizzes, so new staff learn faster and you repeat yourself l…

People · Intermediate

Prepare for staff reviews

Organise your notes before a review into strengths, areas to grow and goals, and plan how to say the hard parts kindl…

People · Intermediate

Plan staff rotas faster

Use AI to draft a weekly rota from availability, skills and busy times, then check it against hours rules and fairnes…

Personal productivity · Beginner

Clear your inbox faster

Use AI to summarise long threads, draft quick replies and sort what needs you from what can wait.

Personal productivity · Beginner

Plan your week around what matters

Turn a messy list of tasks and meetings into a realistic plan with your top three priorities and time blocked for the…

Personal productivity · Beginner

Summarise long documents and reports

Get the key points, numbers and decisions out of long reports, PDFs and articles, then read the parts that matter in …

Personal productivity · Beginner

Write clearer emails and messages

Turn a rambling draft into a clear message with the ask at the top, the right tone and nothing missing.

Personal productivity · Beginner

Prepare for meetings and calls

Show up prepared: a quick brief on the topic, the questions to ask, and the outcome you want.

Personal productivity · Beginner

Plan a trip

Turn dates, budget and interests into a day-by-day plan, a packing list and a list of things to book, then check ever…

Personal productivity · Beginner

Plan meals and shopping lists

Plan a week of meals around what you have, your budget and your schedule, with one combined shopping list.

Personal productivity · Beginner

Research a big purchase

Work out what matters for a car, laptop, appliance or service, compare options side by side and check facts on real s…

Personal productivity · Intermediate

Organise your notes and ideas

Pull scattered notes, voice memos and saved links into one place, and use AI to find, tag and connect them.

Personal productivity · Beginner

Rehearse a difficult conversation

Practise a hard talk, like asking for a raise, giving feedback or saying no, by role-playing with an AI first.

Personal productivity · Beginner

Build a daily routine that sticks

Design a realistic routine around your energy and commitments, and break big goals into small daily steps.

Personal productivity · Beginner

Write a speech or toast

Turn your memories and a few notes into a short speech for a wedding, birthday, leaving do or award, that still sound…

Personal productivity · Beginner

Practise a language

Use AI for conversation practice at your level, gentle corrections and vocabulary from your real life.