AI Playbooks
Start with proven workflows (and steal our templates). Each playbook includes step-by-step implementation guides, common pitfalls, and templates you can adapt.
Legal AI Playbook
Replicable workflows and practical examples for law firms looking to implement AI responsibly. Covers document review, contract analysis, and research assistance.
Read playbook→Intake Automation
From form/email → summary → routing (with reminders). Stop losing requests in inboxes. Build a system that captures, categorizes, and routes incoming work automatically.
Read playbook→Email Triage
Categorize, draft, escalate, and track outcomes. Let AI handle the sorting, keep humans on decisions. Perfect for high-volume support or operations teams.
Read playbook→Meeting Notes → Actions
Decisions, owners, and follow-ups without the mess. AI captures, humans verify and act. Transform meetings from time-sinks into action-generators.
Read playbook→More playbooks coming soon
We're constantly documenting what works in the field. Have a workflow you'd like us to cover? Let us know.
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