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AI Playbooks for
Modern Business
Practical guides across business functions and industries. Real tools, expert prompts, maturity assessments, and 30-60-90 plans — no hype, no filler.
Accounting AI: Prompts, Skills, Connected Work & Agents
A practical guide to using AI for accounting work, starting with prompts, then skills, connected systems, and recurring tasks.
AI Playbook for Customer Service & Support
AI is rewriting how support teams handle volume, speed, and quality — all at once. Here's how to deploy it without sacrificing the experience customers actually care about.
AI Playbook for Customer Service & Support
AI is rewriting how support teams handle volume, speed, and quality — all at once. Here's how to deploy it without sacrificing the experience customers actually care about.
AI Playbook for Energy
Grid reliability, asset uptime, and customer satisfaction are all on the line. This playbook shows how energy professionals are using AI to manage complexity at scale.
AI Playbook for ERP
AI-native ERPs are rewriting the competitive landscape. Before you sign anything, this guide gives CFOs, COOs, and IT leaders the framework to evaluate what's real.
AI Playbook for Home Services
Dispatch smarter, estimate faster, and grow your service business. This playbook covers how HVAC, plumbing, electrical, and home services companies are putting AI to work.
AI Playbook for HR & People Operations
Recruiting, onboarding, performance, retention — AI is reshaping every stage of the employee lifecycle. This playbook gives HR teams a practical path to doing it well.
AI Playbook for Inventory Management
Dead stock, stockouts, and supplier surprises — AI is solving the core frustrations of inventory management. This playbook shows supply chain teams exactly how.
AI Playbook for IT, Security & Compliance
Threats move faster than teams can respond. This playbook equips IT and security professionals with the AI tools and workflows needed to detect, respond, and stay compliant.
AI Playbook for Marketing
More content, faster campaigns, sharper targeting — AI is giving marketing teams leverage they've never had before. This playbook shows how to build it into every workflow.
AI Playbook for Nonprofit Teams
A practical guide to getting more from AI across fundraising, grants, programs, finance, board work, volunteers, and operations.
AI Playbook for Pharma & Life Sciences
From molecule to market, AI is accelerating every phase of pharmaceutical development and commercialization. This playbook covers what's working — and what's still emerging.
AI Playbook for Professional Services
Consulting, legal, engineering, accounting, HR — AI is transforming how professional services firms deliver and price their work. This playbook spans eight disciplines in one place.
AI Playbook for Real Estate
Better valuations, faster closings, and more informed clients — AI is giving real estate professionals a sharper edge at every stage of the transaction.
AI Playbook for Retail & E-Commerce
Personalization, pricing, inventory, and store ops — AI is raising the bar on what retail excellence looks like. This playbook covers both digital and physical retail in one guide.
AI Playbook for Software Industry
Product, engineering, GTM, and support — AI is accelerating every function in a software business. This playbook helps software teams cut through the hype and ship real results.
AI Playbook for Warehouse Operations
Labor costs, throughput, and accuracy — DC managers and ops directors are using AI to move the needle on all three. This playbook maps the highest-impact places to start.
AI Playbook for Wholesale & Distribution
From the moment an order hits to the moment it's delivered, AI is compressing time and cost across the distribution chain. This playbook shows exactly where.
Construction AI: Prompts, Skills, Connected Work & Agents
Bid smarter, catch schedule slippage early, and keep crews informed in the field. This playbook covers how GCs and contractors are putting AI to work on real projects.
CRM AI: Prompts, Skills, Platform Guide & Agents
Buying, upgrading, or extending your CRM with AI? This guide cuts through the vendor noise so sales leaders, RevOps, and IT can make the right call.
Financial Services AI: Prompts, Skills, Connected Work & Agents
Client expectations are rising, margins are tightening, and compliance isn't getting simpler. This playbook shows financial services teams where AI delivers, responsibly.
Food & Beverage Manufacturing AI: Prompts, Skills, Connected Work & Agents
From formulation to shelf, food and beverage operations are finding AI-driven wins in quality, compliance, and demand planning. Here's the field guide for how.
Healthcare AI: Prompts, Skills, Connected Work & Agents
Clinical documentation, prior authorization, and patient flow are where healthcare teams are trying AI first. This playbook covers how to adopt it with the privacy, safety and oversight the work requires.
Manufacturing AI: Prompts, Skills, Connected Work & Agents
From predictive maintenance to quality inspection, manufacturers are finding AI-driven pilot review on the shop floor. This playbook covers 7 deep dives across the production lifecycle.
Restaurant AI: Prompts, Skills, Connected Work & Agents
From formulation to shelf, food and beverage operations are finding AI-driven wins in quality, compliance, and demand planning. Here's the field guide for how.
Sales AI: Prompts, Skills, Connected Work & Agents
A practical guide to using AI for prospecting, discovery, deal management, proposals, account planning, and forecasting, with clear limits on customer contact, pricing, and your system of record.