Playbooks: Core Systems

The Goal: move from no usage to daily usage in one month without overwhelming the team. Week 1: Setup and Guardrails Create shared prompt templates, define 3 approved use cases per team, and assign owners. Week 2: Pilot Team Run a pilot with 5-10 users....

The Problem: teams submit ad-hoc AI ideas with no shared criteria, so high-value work gets buried. Collect Requests Use one intake form for business outcome, frequency, and current effort. Score Each Request Use Impact x Frequency x Feasibility as a simple...

The Goal: stop shipping prompts that only work in demos and fail in production. Define Good Output Write acceptance rules: format, tone, factuality, required fields. Create Test Cases Add easy, normal, and edge-case inputs before launch. Evaluate Score...

The Goal: keep speed for low-risk tasks while enforcing review for high-risk outputs. Define Risk Tiers Create low, medium, and high risk tiers based on sensitivity and impact. Map Review Rules Low risk auto-publishes, medium risk peer review, high risk...

The Problem: incidents become trust failures when teams delay communication or send inconsistent updates. Collect Facts Capture known facts, unknowns, impacted systems, and mitigation status. Generate Audience Versions Produce one message for customers, one...

The Problem: marketing says leads are strong, sales says pipeline is weak, finance does not trust either number. Single Campaign Brief Create one shared brief: ICP, offer, pain points, proof points, and CTA. Sales Execution Pack Generate outreach sequences,...

The Problem: teams upload random files, nobody curates them, and prompts start returning inconsistent answers. Source Inventory List source documents by type: policy, product docs, legal templates, customer playbooks. Ownership Assign one owner per vault...

The Problem: people attend one intro session, then adoption drops because there is no structured progression. Role Paths Create separate paths for beginner users, power users, and reviewers. Micro Lessons Break content into 10-15 minute tutorials with one...

The Problem: teams either over-block all AI work or release risky outputs without proper review. Task Boundaries Define allowed tasks for draft support and prohibited tasks requiring full manual handling. Template Guardrails Use approved templates for legal...

The Problem: each department automates locally, but handoffs break between teams. Map the Handoff Document where work moves from one team to another and what data is required. Standardize Payloads Define input/output schema so downstream teams can consume...

The Goal: move from isolated wins to a sustainable operating model with clear ownership and measurable value. CoE Charter Define mission, scope, decision rights, and team composition. Portfolio Registry Track use cases by stage: proposed, pilot, production,...

The Problem: HR teams run hiring, onboarding, reviews, and development plans in disconnected tools. Role Intake Use one AI intake template for role goals, must-have skills, and interview score criteria. Onboarding Pack Generate 30-60-90 plans, manager...

The Problem: legal teams burn hours on repetitive clause checks and inconsistent redline quality. Template Library Use approved master templates for MSA, NDA, DPA, and SOW workflows. Clause Extraction Extract high-risk clauses and compare against approved...

The Problem: monthly close takes too long, and forecast assumptions are scattered across spreadsheets. Close Checklist Automation Generate close tasks by entity and owner with due dates and blocker fields. Variance Narratives Auto-draft explanations for major...

The Problem: incident tickets repeat because fixes are local, not systemic. Incident Intake Normalize ticket inputs with root-cause hints and impact fields. Response Template Generate role-specific response actions for L1, L2, and incident owner. RCA Draft...

The Problem: product insights are fragmented across interviews, support tickets, and analytics. Signal Intake Collect research notes, ticket themes, and funnel analytics in one template. Problem Statement Generate clear problem framing with target user and...

The Problem: large deals stall because pricing, legal, and sales messaging are not synchronized. Deal Intake Capture deal context: stakeholders, competitor, budget, timeline, and risk points. Offer Options Generate multiple offer structures with margin and...

The Problem: content gets produced quickly but quality and message consistency degrade at scale. Pillar Brief Define one core narrative and audience-specific variants. Channel Adaptation Generate channel-specific assets: blog, email, social, sales enablement...

The Problem: support replies are inconsistent and escalations often miss technical context. Ticket Structuring Normalize ticket inputs: issue type, impact, reproduction steps, urgency. Response Drafting Generate customer-facing responses with clear next steps...

The Problem: leadership receives fragmented alerts and cannot quickly decide what needs intervention. Signal Intake Aggregate top risks from finance, legal, operations, customer, and security streams. Risk Digest Generate weekly executive brief with severity,...