Playbooks
The operating library behind every agent.
Every Simply Managed AI agent ships with this library already installed. 233 workflows across five industry tracks and fourteen universal domains — each one written as operating instructions, not a prompt suggestion. This is the page where we publish them.
What is a playbook here
- Installed — it arrives in your workspace at setup.
- Written — a full operating prompt, not a template.
- Guarded — client-facing sends and money moves stay approval-gated.
Browse the library, then see it run in the live demo.
Industry tracks
Real Estate
The operating assistant for a real estate agent or team. Your job is follow-through: respond to leads fast, keep every listing and transaction moving, and keep past clients warm.
Open the track →Startups
The operating layer for a founder doing five jobs at once. Keeps investor, hiring, and customer loops moving without hiring three people first.
Open the track →Vibe Coders
The post-ship operating layer for an indie builder: onboarding, support, billing follow-up, and release cadence. The founder ships; you keep everything after the ship from depending on their memory.
Open the track →Accounting
The operations assistant for a CPA or bookkeeping practice: intake, document chase, deadlines, and client communication on a steady cadence. Licensed judgment, tax positions, and anything resembling advice stay with the professional.
Open the track →Professional Services
The operating layer for a relationship-driven firm: legal support, finance, agency, or consulting work. Intake, deliverable tracking, and renewal cadence with governance built in.
Open the track →Plus 152 workflows across 15 universal domains — email, documents, calendaring, marketing, sales, finance, support, and more.
The full library
233 workflows
New Lead First Response
Drafts the first response to a new lead. Use their source and any property detail to personalize.
See the workflow →Lead Nurture Sequences
Builds 8 to 12 touch nurture sequences over 90 days for cold or not-yet-ready leads. Mix value (market info, buyer tips) with soft asks.
See the workflow →Portal + Inbox Triage
Sorts new inquiries by intent: buy, sell, rent, or browsing. Flags urgency signals (relocation dates, pre-approval, cash).
See the workflow →Open House Follow-Up
Same-evening thank you to visitors with two qualifying questions, a 48 hour nudge for silent ones, and a hot-buyer alert draft when signals are strong. Approval before any send.
See the workflow →Dead Lead Revival
Identifies leads with no contact in 60+ days and draft a low-pressure re-engagement note referencing what they originally wanted. One touch, no guilt language.
See the workflow →Listing Launch Runbook
Runs the full launch checklist: photography scheduled, copy written, portals live, social out, email blast to the sphere, feedback loop open. Tracks every step with owner and due date.
See the workflow →Listing Copy Drafts
Writes listing descriptions in three lengths: portal long form, social short form, email teaser. Lead with the one thing that makes the property different.
See the workflow →Launch Content Pack
Drafts the announcement set for a new listing: social captions for each platform, sphere email, and neighbors-first note. Keeps each asset in the agent's voice.
See the workflow →Showing Feedback Loop
Collects showing feedback into a weekly summary: common objections, price signals, and a plain recommendation on price or presentation. Flags silence from agents as its own signal.
See the workflow →Price Improvement Comms
When a price change is decided, draft the announcement: update email to active buyers, buyer-agent outreach angle, and social refresh. Factual tone, no apology language.
See the workflow →Contract-to-Close Timeline
Builds the milestone timeline from an executed contract: earnest money, inspection window, appraisal, financing commitment, title, clear to close, closing.
See the workflow →Client Milestone Updates
At each milestone, draft a plain-language update to the client: what happened, what is next, anything needed from them. Proactive always, so the client never has to ask for status.
See the workflow →Vendor Scheduling
Coordinate inspection, appraisal, photography, and repair visits: propose times, confirm, remind all parties the day before, and handle reschedules without drama.
See the workflow →Closing Week Runbook
Final week checklist: final walkthrough scheduled, closing disclosure reviewed and explained to the client in plain words, utility transfers listed, keys and access confirmed for day of closing.
See the workflow →Post-Close Handoff
After closing: welcome-home note, review and referral sequencing armed (see those folders), calendar the home anniversary, and archive the transaction file.
See the workflow →Weekly Pipeline Review
Every week, produce the pipeline snapshot: active leads, active deals, stalled items with the exact next action and owner. One page.
See the workflow →Past-Client Cadence
Maintains the past-client rhythm: quarterly check-in, home anniversary note, annual market-value update offer. Drafts in a warm neighbor tone, never salesy.
See the workflow →Review Requests
Sequence the post-close review ask: timing based on closing date, platform links ready, a short appreciation message. If they hesitate, one gentle follow-up then stop.
See the workflow →Referral Program
Drafts referral asks at high-warmth moments: after a smooth closing, a saved deal, or a glowing review. Include the thank-you flow when a referral lands.
See the workflow →Database Hygiene
Quarterly: flag contacts with bad emails, duplicates, or missing tags. Propose cleanup actions.
See the workflow →Market Update Email
Drafts the monthly market letter from provided stats: inventory, days on market, notable sales. Plain writing, one chart if possible, one call to action.
See the workflow →Farm-Area Content
Hyperlocal content for the farm area: new listings, recent sales, school and community news tie-ins. Position the agent as the neighborhood expert, not a billboard.
See the workflow →Video + Reel Scripts
Writes 30 to 60 second video scripts: hook in the first line, one clear value point, simple call to action. Include shot notes.
See the workflow →Sphere Touchpoints
Seasonal greetings, home-maintenance reminders, and useful notes to the sphere. Keeps them genuinely useful with no hidden sales angle.
See the workflow →Content Calendar
Maintains the weekly content calendar across channels: what posts, when, in which folder it lives. Flags gaps before they happen.
See the workflow →Monthly Investor Update
Drafts the monthly investor update from provided metrics: headline numbers, what worked, what did not, the ask. Investors respect honesty about problems paired with a plan.
See the workflow →Board Meeting Prep
Assemble board prep: agenda, deck outline, pre-read memo with decisions needed flagged up front. Drafts talking points for each agenda item.
See the workflow →Data Room Hygiene
Checklist the expected data room docs: incorporation, cap table, financials, contracts, policies. Flags anything stale or missing with an owner to fix it.
See the workflow →Investor Follow-Up
After investor meetings: track commitments made, draft thank-you notes, and log follow-up items with dates. Nudge the founder when a promised item is due.
See the workflow →Outbound Sequences
Writes 3 to 4 touch outbound sequences per customer profile. Personalize the first touch from real research on the company.
See the workflow →Demo Follow-Up
Same-day recap after every demo: what they cared about, open questions, proposed next step with a date. Then the nudge cadence if silence.
See the workflow →Objection + Pricing Replies
Drafts replies to pricing pushback, security questionnaires, and procurement requests. Ground answers in what the product actually does.
See the workflow →Proposal Drafts
Drafts scoped proposals: objectives, deliverables, timeline, pricing structure, and assumptions. Offer options where possible.
See the workflow →Deal Desk Tracker
Keeps the open-deals list current: stage, last touch, next action, stale flags. Weekly one-page summary with what needs the founder's attention.
See the workflow →Role Scoping + Job Post
Scope the role before posting: outcomes expected at 90 days, scorecard, then the job post. Writes for outcomes, not years of experience.
See the workflow →Candidate Follow-Through
Keeps every candidate updated within 48 hours of each stage. Drafts status notes and gentle internal nudges when a hiring manager goes quiet on a good candidate.
See the workflow →Interview Coordination
Schedules interviews, send each interviewer a prep note with the resume and what to probe, and capture structured debriefs afterward.
See the workflow →Offer + Onboarding
Drafts offer letters for review, then the week-one plan: access checklist, buddy assignment, first deliverable, and a 30/60/90 outline.
See the workflow →Welcome Sequence
Kickoff emails for new customers: what happens first, who they talk to, and the first milestone that means they are getting value. Approval before send.
See the workflow →Activation Check-Ins
Watches for the activation milestone. If a customer is stuck, draft targeted help outreach based on where they stalled.
See the workflow →Renewal Cadence
Renewal motion at 90, 60, and 30 days: value recap drafts, usage summary, and the renewal conversation brief for the founder.
See the workflow →Churn-Save Drafts
When a customer signals leaving: draft the save email acknowledging their reason, one concrete fix if real, and the exit interview questions if they still go. No guilt trips.
See the workflow →Weekly Priorities Digest
One page every week: wins, risks, decisions needed, top three priorities for next week. Ruthlessly short.
See the workflow →Metrics Snapshot
Rolls up the KPIs provided into a snapshot with commentary on what moved and why it matters. Flags any metric that moved badly before the founder asks.
See the workflow →Meeting Notes to Actions
Takes raw meeting notes and produce owners, deadlines, and follow-up nudges. Nothing dies in a notebook.
See the workflow →Welcome Sequence
Signup to activation emails: what to do first, the one feature that delivers the aha moment, and where to get help. Writes like a person, not a brand.
See the workflow →Activation Nudges
For signups that stalled: targeted tips based on where they stopped. Two touches maximum, then stop.
See the workflow →Feature Announcements
Launches emails and changelog posts for new features. Benefit first, one screenshot, honest tone.
See the workflow →Triage + Drafted Replies
Sorts the support inbox by severity and impact. Drafts replies grounded in the actual docs and product behavior.
See the workflow →FAQ Maintenance
Turns repeated real questions into FAQ entries. Keeps answers under five sentences.
See the workflow →Bug Report Wrangling
From a raw report: extract repro steps, affected versions, and severity. Drafts the GitHub issue with clean formatting.
See the workflow →Escalation Briefs
For angry or high-stakes tickets: a brief with what happened, what we will do, and a draft reply that takes responsibility without overpromising. Approval before send.
See the workflow →Dunning Follow-Up
Failed-payment email ladder: friendly fix-it first, urgency later. Pause accounts politely rather than punishing.
See the workflow →Renewal Follow-Through
Renewal reminders with a short what's-new recap so the renewal feels earned.
See the workflow →Refund + Cancellation Drafts
Empathetic refund and cancellation replies for approval, plus an exit survey that captures the real reason. Never argue with a leaving customer.
See the workflow →Changelog from Commits
Turns commit history since the last release into a readable changelog grouped by user impact: new, improved, fixed. No internal jargon.
See the workflow →Release Notes
Tags highlights, breaking changes, and upgrade notes for each release. Link the diff for the curious.
See the workflow →Status Updates
Incident updates while something is broken: what is known, what we are doing, next update time. Honest, no spin.
See the workflow →Community Digest
Weekly digest draft of the Discord or forum: answered questions, good ideas, what the founder said. Approval before posting.
See the workflow →Feature Request Triage
Categorizes feature requests, merge duplicates, and draft honest replies: doing it, thinking about it, or not a fit. Never promise timelines the founder has not given.
See the workflow →New Client Onboarding
Welcomes sequence for new clients: engagement scope recap, what we need from them, portal access instructions, key dates. Plain language, zero jargon.
See the workflow →Document Checklists
Builds the per-engagement document checklist: plain-language item names, what each is for, and where to upload. Right-size the list to the engagement type.
See the workflow →Document Chase
Polite escalating follow-ups for missing documents: friendly, then specific, then a call-suggestion. Tracks who responded and what remains.
See the workflow →Due-Date Tracker
Maintains the deadline list across clients and engagement types with internal lead times. Weekly internal status: green, yellow, red per engagement.
See the workflow →Client Status Updates
Progress updates at 50 percent, 90 percent, and done: what stage their work is in, anything still needed from them. Plain words only.
See the workflow →Extension Drafts
Drafts extension request communications plus a plain-language explanation of what the extension does and does not do. Professional review before send.
See the workflow →Engagement Letters
Drafts engagement letters from the defined scope with all variables flagged for professional review. Never invent scope, fees, or terms.
See the workflow →Invoice Follow-Up
Overdue invoice ladder: reminder, firm reminder, then a pick-up-the-phone suggestion. Courteous tone that protects the relationship.
See the workflow →Payment Plan Drafts
When a client struggles: structured payment plan proposals for professional review and approval.
See the workflow →Client Newsletter
Seasonal planning tips newsletter: short, useful, timely. Tax-calendar aware.
See the workflow →Referral Requests
Post-filing satisfaction window referral asks: one warm sentence and an easy way to refer. Never pushy.
See the workflow →Advisory Upsell Drafts
When records show a trigger (entity growth, payroll additions, big life events), draft the advisory-conversation opener for professional review.
See the workflow →Inquiry Qualification
Same-day response drafts to new inquiries capturing scope, budget range, and timing. Every inquiry gets the same professional experience.
See the workflow →Proposal Drafts
Scoped proposals: objectives, deliverables, timeline, pricing structure, assumptions. Offer two options where it helps the client choose.
See the workflow →Routing + Handoff
Route qualified work to the right owner with a clean brief: who the client is, what they need, what was already said. Clients never repeat themselves.
See the workflow →Milestone Tracker
Tracks every deliverable with date, owner, and status. Flags stalled items weekly with the exact next action.
See the workflow →Proactive Status Updates
Clients hear from us before they think to ask: milestone reached, upcoming decision points, anything slipping and the recovery plan. Approval before send.
See the workflow →Deliverable QA Checklist
Final quality check before anything leaves: scope match, format, naming, client-specific requirements. Runs the checklist every time, no exceptions.
See the workflow →Renewal Cadence
Quarterly value summaries feeding the renewal conversation at 90 and 60 days. Ground each summary in real delivered work.
See the workflow →Expansion Drafts
When delivery reveals adjacent needs, draft the additional-scope proposal tied to what the client already values. Professional review before send.
See the workflow →Referral + Testimonial Asks
Timing-based asks after wins: a specific, short request referencing the work just delivered. Approval before send.
See the workflow →Connect Your Tools
Connects the owner's tools, Google first.
See the workflow →Brand Voice
Captures the owner's voice: three sample messages they wrote, words they use, words they hate, formality level. Produce a one-page voice guide the other folders will follow.
See the workflow →Approval Boundaries
Defines what needs approval: all client emails, all money matters, all public posts. Documents what the agent may do autonomously (drafting, tracking, research, internal summaries).
See the workflow →Capability Tour
The demo guide.
See the workflow →Daily Triage Sweep
Sorts the inbox into: act now (with drafted reply), act this week, read when free, archive. Flags anything from a priority sender or containing money, legal, or deadline language.
See the workflow →Priority Sender Rules
Maintains the VIP list: who always gets same-day replies, who routes to folders, who can wait. Reviews quarterly with the owner and prune.
See the workflow →Spam + Newsletter Hygiene
Sweep newsletters and bulk mail: unsubscribe drafts for the junk, keep-and-file rules for the useful. Owner confirms the list once, then it runs.
See the workflow →Waiting-On Tracker
Tracks every email the owner sent that is awaiting a reply. Nudge with a draft when a response is overdue by 3, then 7 days.
See the workflow →Voice-Matched Replies
Drafts replies matching the owner's tone from their sent-mail samples. Short by default, full context when needed, one clear ask or answer per email.
See the workflow →Escalation + Difficult Replies
For angry, urgent, or high-stakes email: acknowledge specifically, take responsibility where true, state the fix and date, no overpromising. Approval required, always.
See the workflow →Template Library
Turns any reply written three or more times into a reusable template with variables. Maintains the library and suggest the template when a match appears.
See the workflow →Follow-Up Chasers
Drafts polite chasers for unanswered asks: add new value each time (a detail, a date, an option), never just 'bumping this'. Stops after two unless told otherwise.
See the workflow →Newsletter Production
Drafts the recurring newsletter: one lead story, quick hits, one call to action. Subject line options included.
See the workflow →Drip + Lifecycle Sequences
Builds multi-step sequences for new contacts, new customers, or re-engagement. Maps the trigger, cadence, and exit condition for each step before writing.
See the workflow →List Health
Quarterly list review: bounces, inactive contacts, segment drift. Propose cleanup; never delete without confirmation.
See the workflow →Proposals + Quotes
Drafts proposals from the scope conversation: objectives, deliverables, timeline, pricing options, assumptions. Two options where it helps the client decide.
See the workflow →Reports + Summaries
Turns raw notes, data, or threads into clean reports: executive summary first, detail after, next steps at the end. Match the owner's format preferences.
See the workflow →SOP + Playbook Writing
Converts 'how the owner does it' into numbered SOPs a new hire could follow. Captures the why behind steps, not just the steps.
See the workflow →Meeting Notes to Minutes
From raw meeting notes: decisions, owners, deadlines, and open questions. Circulate a draft within the day.
See the workflow →Naming + Filing System
Design and enforce the document naming convention and folder structure. Rename and refile existing documents on instruction; report what moved.
See the workflow →Version Control
Tracks drafts vs final: v1, v2, FINAL with dates. When two versions float around, reconcile and flag the differences.
See the workflow →Template Library
Maintains the master template library: proposals, letters, checklists, reports. When a document gets customized three times, promote it to a template.
See the workflow →Document Summaries
Summarizes any document to the length needed: one-paragraph brief, one-page exec summary, or full outline with quotes. Flags action items and deadlines found inside.
See the workflow →Data Extraction
Pulls structured data from PDFs, forms, and tables into clean rows: invoices to ledger lines, applications to CRM fields, contracts to key terms. Shows the source snippet for each extracted value.
See the workflow →Contract Flag Review
Reads contracts and flag: unusual terms, missing protections, deadlines, renewal traps, and anything that deviates from the norm. This is a flagging aid only, never legal advice; licensed review stays with counsel.
See the workflow →Due Diligence Assembly
Organizes diligence material into a checklist-indexed binder: what exists, what is missing, what looks stale. Flags gaps with an owner for fixing.
See the workflow →Find + Book Times
Given attendees and constraints, propose three concrete slots in the owner's working hours, respecting existing commitments and travel buffers. On confirmation, draft the invite with agenda and video link.
See the workflow →Group Scheduling
For 3+ parties: run the option poll or read everyone's availability, converge on the slot, confirm all sides, and send the invite.
See the workflow →Reschedule + Conflicts
When conflicts arise: propose the least-disruptive resolution, draft the apology-reschedule notes to affected parties, and update the calendar on confirmation.
See the workflow →Recurring Cadences
Sets up the recurring rhythm: 1:1s, reviews, planning blocks. Detect and fix drift (meetings that lost their slot or their purpose).
See the workflow →Meeting Prep Briefs
Before any important meeting: who is attending and their history with us, the agenda, our goals, likely objections, and the questions to ask. One page, ready an hour before.
See the workflow →Recaps + Action Items
Within the hour after a meeting: decisions made, action items with owners and dates, and drafts of any promised follow-ups. Nothing leaves the room without a home.
See the workflow →No-Show + Late Follow-Up
When someone misses: same-day graceful reschedule draft. When a meeting runs over or gets cut: capture what was covered and schedule the remainder.
See the workflow →Focus Time Defense
Identifies deep-work needs and defend them: block focus sessions, batch minor meetings, and flag calendar sprawl eating the week.
See the workflow →Week Preview
Friday or Monday: the week ahead in one view — key meetings, prep needed, deadlines landing, gaps to protect. Surprises surfaced before they happen.
See the workflow →Travel + Timezone Planning
For trips: timezone-aware scheduling, buffer blocks around flights, and a day-by-day itinerary draft with confirmation links.
See the workflow →Content Calendar
Owns the rolling content calendar across channels: themes, formats, publish dates, and status. Flags gaps two weeks out and propose what fills them.
See the workflow →Blog + Article Drafting
Writes posts from the owner's expertise: one idea per post, concrete examples, no fluff. SEO-aware structure with the human reader first.
See the workflow →Social Posts + Threads
Platform-native posts: hooks that stop the scroll, value in the body, light call to action. Batch-draft a week at a time from the calendar.
See the workflow →Showing the first 120 — narrow the search to see the rest.