Quick Start

Quick Start Examples #

These examples are perfect for your first playbooks. They demonstrate core concepts while solving real problems you can implement immediately.

Daily Customer Call Summary #

The Request: “I want a daily summary of my customer calls that I can share with my team on Slack.”

Generated Playbook:

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# Daily Customer Call Summary
Share key insights from customer calls with the team every morning.

## Steps

- Search Google Drive for recent customer call recordings/transcripts
   - On Monday, don't forget to look back at Friday's calls

- Extract the most valuable insights, including:
   - Customer pain points or feature requests
   - Buying signals or objections
   - Technical questions that need engineering input
   - Competitive mentions

- Draft a Slack message using this format:
  
  📞 Customer calls - [date]
  
  **Key themes:**
  • [2-3 bullet points of patterns across calls]
  
  **Customers:**
  • [Person (Role) – Company, plus additional context if required]
  
  **Notable quotes:**
  • "[customer quote]" - [context]
  
  **Action items:**
  • [specific follow-ups needed with owner and date]

- Review the message to make sure it is concise, accurate, and clear

- If no calls found: skip the update message (no need to notify about nothing)

- Post to #customer-insights channel

## Trigger
- Run weekdays at 9am

What this playbook does:

  • Automatically finds and analyzes customer calls
  • Extracts key insights and patterns
  • Formats consistent, scannable summaries
  • Handles edge cases like weekends and empty days

Key learning: This example shows how to create structured output templates and handle edge cases gracefully.

Daily News Summary #

The Request: “Daily news summary”

Generated Playbook:

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# Daily News Summary
Curate and deliver relevant news to stay informed without the noise.

## Steps

- Search for news about education technology:
   - Ideally use multiple search platforms and keywords (e.g. Google, Perplexity)

- Think through the stories you find to identify the most relevant and important news

- Scrape the full contents of all the relevant stories
   - Pick alternatives if any sites aren't accessible

- Identify the most significant stories based on:
   - Potential business impact (for our customers and us)
   - Technical breakthroughs

- Create a scannable summary:
  
  📰 Daily news briefing - [date]
  
  [Big picture with 1-2 sentence synthesis of the day's themes, highlighting key words/phrases in bold]
  
  **[Concise key takeaway 1]**
  • [Brief supporting detail 1/x] [Read more →](link)
  
  [repeat for any major takeaways/supporting details]
  
  [Optional: 2-4 one-liners + links for smaller updates]

- Send to me via Slack DM

## Trigger
- Run daily at 8am

What this playbook does:

  • Scans multiple news sources for relevant content
  • Synthesizes themes and identifies key takeaways
  • Creates consistent, scannable format
  • Delivers personalized briefings without information overload

Key learning: This example demonstrates information gathering, content synthesis, and personal delivery preferences.

Getting Started Tips #

Start with These Patterns #

  1. Daily summaries of information you regularly check
  2. Status updates that you manually compile
  3. Information gathering from sources you monitor

Common First Playbooks #

  • Customer call insights
  • Industry news digests
  • Support ticket summaries
  • Team activity reports
  • Social media monitoring

What Makes These Examples Work #

  • Clear input sources: Google Drive, news sites, specific data locations
  • Structured outputs: Templates with emoji, headings, and bullet points
  • Edge case handling: What to do when no data is found
  • Appropriate timing: When your team actually needs the information

Ready for more complex examples? Check out Communication Examples or Advanced Examples.