Playbooks / Setup + Getting Started
Setup + Getting Started — 4 workflows.
First stop for a new Simply Managed AI. Walks the owner through: connecting tools (email, calendar, site, CRM), establishing brand voice, and setting approval boundaries (what the agent may draft vs what always needs a human).
What ships
- 4 workflows, installed at setup.
- 1 categories, each with its own operating rules.
- Approval gates on anything client-facing or money-touching.
See it run in the live demo.
General
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 →Want this track running, not just listed?
Every workflow here is already installed in the Setup + Getting Started agent. Walk the live box and put one of them to work.