Cookbook
Recipes your agents can run today.
Practical prompts and workflows across your whole tool stack. Copy one, point it at your systems, and let it run.
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All recipes
Reconcile the month-end close
Pull payouts, match them against the ledger line by line, and surface only the exceptions.
Draft the board and investor pack
Gather the month's numbers from every source and write the board deck on a schedule.
Keep the pipeline clean and the forecast honest
Score the pipeline nightly, update the CRM after every call, and chase the deals going quiet.
From incident to fix, without the scramble
Triage the page, find the root cause, open the remedial PR, and write the post-mortem.
Screen candidates against the scorecard
Read every application overnight, grade against the scorecard, and shortlist the top few.
Replace a SaaS tool with an app the agent builds
Describe the internal tool you keep paying for, and get a live app wired to your data.
Walk into every call already briefed
Build a one-page account brief before every meeting, sourced from the CRM, email history, and the web.
Know who actually signs before you call
Mine closed-won deals for buying-committee roles, then map them onto every target account.
Build a scored whitespace target list
Build a scored TAM list for a new segment, diffed against the CRM so it's true whitespace.
Walk in prepped, leave the CRM current
Prep today's meetings each morning, then log yesterday's CRM updates and follow-ups automatically.
Personalize outbound with verified signals
Personalize outbound from a real signal per lead, then fact-check every claim before it queues.
Skip the Monday forecast scramble
Roll up the weekly forecast, diff it against last week, and flag the coaching signals.
Clear security questionnaires without guessing
Draft every answer from an approved library with citations, then verify each one before it ships.
Draft the RFP from your past answers
Turn a new RFP into a full draft from your past-response library, validated section by section.
Catch a stalling POC before it goes dark
Watch active trial usage daily and flag the ones going quiet, with a suggested save play.
Build the QBR deck before the agenda
Assemble the QBR deck from usage, tickets, and account history, with every claim tied to real data.
Score every account's renewal risk weekly
Score every account's renewal risk weekly from usage and tickets, and flag what changed.
Weekly support-ticket synthesis for product
Synthesize the week's support tickets into themes and route the top signal to product.
Collect what's overdue, keep the relationship
Run a tiered dunning ladder on overdue invoices, with tone that escalates only after your approval.
Turn invoice PDFs into ledger entries
Extract every invoice field twice, reconcile the two passes, and queue only the mismatches.
Explain the variance, not just the number
Compare budget to actuals per owner, write the narrative, and diff against last month's pack.
Keep 13 weeks of cash always current
Roll up cash position across bank, Stripe, and the ledger into a live 13-week view for the CFO.
Audit expense reports against policy
Check every expense report against policy, approve what's clean, and queue only genuine exceptions.
Catch the renewal before it auto-renews
Track every SaaS contract's renewal date and seat usage, and flag waste before the invoice hits.
Redline the MSA before it hits your desk
Draft tracked-changes redlines against your playbook, adversarially reviewed clause by clause before you see it.
Never miss an obligation in a signed contract
Extract every obligation from signed contracts with two independent passes, then track deadlines automatically.
Clear routine NDAs without waiting on counsel
Check every incoming NDA against your standard terms and recommend approval with a clause-by-clause checklist.
Never miss a renewal notice window again
Track every contract's notice deadline and auto-renewal terms, and remind the owner before the window closes.
Answer the audit request without the scramble
Map an audit or security-questionnaire request to your actual evidence, cited, in one pack.
Index every signed contract, verified
Sweep the whole contract drive, index every key term, and verify a random sample with a second pass.
Synthesize the week's feedback into themes
Pull feedback from Slack, Zendesk, and Intercom, cluster it into themes, and track the trend against last week.
Synthesize interview transcripts into JTBD themes
Synthesize a batch of interview transcripts into JTBD statements and themes, every quote verbatim and sourced.
Stress-test the spec before it ships
Run seven stakeholder personas against a PRD in parallel and get a ranked list of what to fix.
Go from rough idea to buildable PRD
Turn a rough idea into a grounded PRD with real metrics and a Non-goals section, or it doesn't ship.
Assemble the weekly stakeholder update automatically
Assemble the weekly SCQA update from Linear and PostHog automatically; quiet weeks stay honest, never padded.
Catch what every competitor shipped this month
Refresh the competitor profile every month, diff what changed, and cite a live URL for every claim.
Draft a calibrated JD and sourcing brief
Draft the job description and sourcing brief from past successful hires, not a blank page.
Prep interviewer packets and roll up debrief scores
Build a focus-area packet per interviewer, then collect and roll up debrief scores after the loop.
Run new-hire onboarding across every system
Run the new-hire checklist across HR, IT, and the manager, chasing whoever's step is late.
Answer handbook questions with a cited app
Build an app that answers handbook questions with the exact policy citation, and escalates the rest.
Synthesize engagement survey comments into anonymous themes
Synthesize open-text engagement comments into themes, with anonymity guardrails on quotes and small groups.
Confirm access is actually gone
Run the offboarding checklist, then independently re-verify every access revocation before calling it closed.
