insomnia.club back to site
[ resources · 60 playbooks ]

AI workflow playbooks, one business workflow at a time.

Each playbook takes one concrete workflow an AI agent or automation can run inside a company and lays it out plainly: who owns the problem today, what the system does step by step, which tools it touches, where a person signs off, what to measure, and what can go wrong.

They are written for the operator who has to live with the result, not for a demo. No promised percentages or hours saved: those depend on your volumes and your data, so each playbook tells you what to measure instead. Use them to scope a pilot, to pressure test a vendor pitch, or to decide whether the work belongs in a product you buy or a system you own.

sales

Speed, follow-through, and a CRM people can trust.

Lead qualification and routingScore every inbound lead against your ideal customer profile, enrich it, and hand it to the right rep with the reasoning written down.owner: sales ops or revops lead Speed-to-lead SMS follow-upText every consented lead within seconds of the form fill, answer simple replies from an approved script, and pass real buyers to a setter.owner: the appointment setting or inside sales manager CRM hygiene and deduplicationFind and merge duplicates, fill missing fields, normalize messy values, and flag stale deals before the forecast meeting finds them.owner: revops or the crm administrator Meeting notes to CRMTurn every recorded sales call into structured CRM fields, next steps, and a draft follow-up email the rep approves in one pass.owner: sales managers own the outcome Proposal drafting from discovery notesTurn discovery notes and your proposal library into a first draft with scope, assumptions, and price-book pricing, ready for review.owner: the account executive writes it Pre-call account research briefsA one-page brief on every account before the call: what they do, recent news, hiring signals, and your own history with them, with sources.owner: each account executive uses it Weekly pipeline risk reviewReview every open deal each week for slippage signals and give sales leaders a ranked list of at-risk deals with the evidence.owner: the head of sales or vp of sales

marketing and paid ads

Reporting, testing, and feedback loops for paid and organic channels.

Google and Meta ad reportingOne weekly paid media report across Google and Meta, joined to CRM outcomes, with written commentary on what changed and why.owner: paid media manager or marketing ops Ad creative variation testingGenerate structured variations of what already works, test one variable at a time, and learn which hook, angle, and format drive results.owner: performance creative lead or growth marketer Review response draftingDraft a specific, on-brand reply to every review, escalate real complaints to the right person, and never post anything a human has not approved.owner: marketing manager or location manager Search term and negative keyword miningRead every search term your ads matched, propose negatives and new keywords with the reasoning, and let the PPC manager approve the list.owner: ppc manager or paid search specialist SEO content briefs from search dataTurn Search Console queries, ranking pages, and customer questions into briefs that tell a writer what the searcher needs and what to cite.owner: content lead or seo manager Lead quality signals back to ad platformsReport which leads qualified and closed back to Meta and Google so their delivery systems stop optimizing for cheap form fills.owner: marketing ops Brand mention and social listening digestGather mentions of your brand, competitors, and category, filter out noise, and deliver a short daily digest with the items that need action.owner: social or community manager

customer support

Triage, grounded answers, and signals that reach the rest of the business.

Support ticket triageClassify, prioritize, and route every incoming ticket with account context attached, so agents start on the right work.owner: support operations lead or head of support Knowledge-base answers with RAGAnswer customer questions from your help center, docs, and policies with citations, and hand off cleanly when the answer is not there.owner: head of support Refund and return request handlingCheck every refund or return against order data and policy, prepare the decision and label, and send exceptions to a person.owner: support lead or ecommerce operations manager Agent-assist reply draftingPut a drafted, context-aware reply in front of each support agent, with sources, so they edit and send rather than start blank.owner: support team lead Churn risk signals from support conversationsRead support conversations for signs an account is drifting, and alert the account owner with the evidence while there is time to act.owner: customer success lead Help center gap analysisCluster resolved tickets, match them against existing articles, and get a ranked list of missing or outdated help content with drafts.owner: knowledge manager or support operations Support call and chat QA scoringScore every call and chat against your QA rubric with quoted evidence, so reviewers spend their time coaching instead of sampling.owner: support qa lead

operations

Documents, scheduling, vendors, and the inboxes that run the business.

Vendor onboarding and document collectionRequest, read, and file every W-9, insurance certificate, and banking form a new vendor owes you, and chase only what is missing.owner: operations manager or procurement lead Inventory reorder recommendationsTurn sales history, lead times, and open purchase orders into a daily list of suggested orders, each with the reason behind it.owner: purchasing or inventory manager SOP drafting from recorded walkthroughsHave your expert do the task once on a recording, then get a structured draft SOP with steps, screenshots, and decision points to review.owner: operations lead or process owner for each workflow Shared inbox triageClassify every message in ops@ or orders@, extract what matters, and put it in the right person's queue with a draft reply ready.owner: operations manager responsible for the mailbox's response times Contract intake and clause extractionExtract term, renewal, liability, payment, and termination clauses from each incoming contract and flag where they depart from your standard positions.owner: in-house counsel or contracts manager Field service scheduling and dispatchTurn incoming service requests into scheduled jobs and propose who goes where, so the dispatcher approves a plan instead of building one.owner: dispatch lead or service operations manager Document data extraction into business systemsRead the PDFs, scans, and emailed forms your team retypes today, validate every field, and write the results into your systems with a review step.owner: operations or back-office manager whose team does the data entry today

finance and accounting

Payables, receivables, close, and the controls around them.

Invoice processingCapture every vendor invoice, code it, match it to the PO and receipt, and send only the exceptions to a person, without weakening approval controls.owner: ap manager or controller Month-end close prepPull balances, pre-build reconciliations, suggest accruals, and surface unusual entries before the team sits down to close.owner: controller Expense auditCheck every expense line against policy and its receipt, catch duplicates and personal spend, and send only the genuine questions to finance.owner: controller or finance manager Accounts receivable collections follow-upPrioritize overdue invoices, draft follow-ups that reflect each customer's history, record promises to pay, and route disputes before they age.owner: ar lead or controller Cash forecast variance commentaryEach week, compare forecast cash to actuals, trace the gaps to real transactions, and draft the explanation the CFO sends to leadership or lenders.owner: cfo or finance lead responsible for the cash forecast Vendor bank-change and payment fraud checksScore every bank-detail change request and outgoing payment for fraud signals, and enforce independent callback verification before money moves.owner: controller Budget vs actuals reporting by departmentGive each department head a monthly view of budget versus actual for their cost center, with variances explained and their own questions answered.owner: fp&a or finance manager

hr and recruiting

Hiring, onboarding, offboarding, and employee questions.

Resume screeningSummarize every applicant against the job's written must-haves so recruiters read the evidence, not the whole pile.owner: talent acquisition lead Employee onboarding checklistsTurn a signed offer into a role-specific checklist with owners and due dates across HR, IT, payroll, and the hiring manager.owner: hr operations or people ops manager Interview schedulingFind times that work for a whole interview panel, offer them to the candidate, book everything, and handle reschedules.owner: recruiting coordinator or recruiting operations HR policy and benefits assistantAnswer routine policy and benefits questions from your handbook and plan documents, with citations and a handoff to HR for anything personal.owner: hr business partner or people ops lead Job description draftingDraft postings from a structured hiring manager intake, check language and pay disclosure rules, and keep leveling consistent.owner: recruiter for the requisition Offboarding and access revocationRevoke access across every system on the right day, transfer data ownership, recover equipment, and keep proof it happened.owner: it or security operations, triggered by hr

healthcare clinic operations

Front desk and back office work in clinics and practices, with PHI handled deliberately.

Patient intake to EHRCollect intake before the visit, extract demographics, insurance, and history, and stage it in the EHR for front desk verification.owner: front desk or patient access manager Appointment reminders and confirmationsSend reminders on your cadence, understand patient replies, confirm or reschedule, and update the schedule automatically.owner: practice manager or scheduling lead Lab result routingSort incoming results into the right clinician queue, surface abnormal values first, and track that every result is acknowledged.owner: medical director or clinical operations lead Insurance eligibility checksCheck coverage ahead of every visit, summarize benefits and cost share, and send problems to staff days before the appointment.owner: revenue cycle or patient access manager Prior authorization packet prepGather payer criteria and chart evidence into a ready-to-review prior auth request, then track it until the payer decides.owner: prior authorization coordinator or revenue cycle lead Referral intake and schedulingRead referrals from fax, Direct messages, and portals, set up the patient, chase missing documents, and get them on the schedule.owner: referral coordinator or patient access lead in a specialty practice Cancellation waitlist backfillWhen a slot opens, offer it to waitlisted patients who fit the visit type and provider, and book whoever accepts first.owner: scheduling lead or practice manager

engineering

Review, testing, releases, and maintenance work that agents can carry.

Code review agentEvery pull request gets a first pass against your conventions and known failure patterns, so senior reviewers spend their time on design and risk.owner: engineering manager or tech lead who owns review standards for the repository QA test generationGenerate unit, integration, and end-to-end tests from code, acceptance criteria, and past bugs, with each test proven to catch a real failure.owner: qa lead or the engineering manager who owns test strategy Release notes from merged workTurn merged pull requests and tickets into release notes for three audiences: customers, support, and the internal team.owner: product manager or release manager responsible for the release Bug report triage and reproductionDedupe incoming bug reports, attach matching errors and logs, attempt a reproduction, and assign the right owner with severity proposed.owner: engineering manager or on-call lead who runs the bug queue Dependency upgrade agentTake the update pull requests Dependabot or Renovate open, fix the breaking changes, and get them green so upgrades stop rotting in the queue.owner: platform or infrastructure lead responsible for dependency health Incident timeline and postmortem draftsAssemble the incident timeline from alerts, chat, and deploys, then draft a blameless postmortem the incident owner finishes and signs.owner: incident commander for the specific incident

executive and leadership

Briefings, board prep, and the follow-through that leadership depends on.

Weekly KPI briefing for the CEOA one-page Monday brief: the numbers that matter, what moved against plan, the likely reasons, and the questions worth asking.owner: chief of staff or head of finance and analytics, for the ceo Board deck prepAssemble the quarterly board deck draft from financials, KPIs, and department updates, so leadership spends prep time on the narrative.owner: cfo or chief of staff Competitor monitoringWatch competitor sites, pricing, hiring, releases, and reviews, and send leadership a short digest of meaningful changes with sources.owner: head of strategy, product marketing lead, or the ceo in a smaller company Executive meeting prep briefsEvery evening, a short brief for each of tomorrow's meetings: who is in the room, the history, open commitments, and the decision needed.owner: executive assistant or chief of staff, for the executive Leadership meeting action trackingCapture decisions and action items from leadership meetings, confirm owners and dates, and follow up until each is closed or renegotiated.owner: chief of staff, or the coo in companies without one Voice-of-customer digest for leadershipGroup recurring themes from calls, tickets, reviews, and surveys into a monthly leadership digest with counts and verbatim quotes.owner: head of product or customer experience, presenting to the ceo and leadership team

how to use a playbook

Insomnia Club scopes and builds these as fixed-budget engagements with working software every two weeks. See AI implementation, or the answers on the FAQ.

have a workflow that is not on this list?

Tell us what it is and who owns it. We will tell you whether it is worth automating and what it would take.

book a call drop your number

info@insomnia.club