Playbooks
Each playbook teaches one automation, step by step. Do it yourself — or let us build it.
- Coming soonSales teamsLuxury & boutique
Answer every lead in under 60 seconds with Follow Up Boss and Claude
How to reply to every new Follow Up Boss lead in under a minute — personally, on brand, and routed to the right agent — using Claude.
Read the playbook - Coming soonShort-term rentals
Automate guest messaging for short-term rentals without sounding like a bot
Answer guest questions instantly from your listing details, handle check-in logistics, and escalate only what needs a human.
Read the playbook - Coming soonSales teamsLuxury & boutique
Build a transaction coordinator agent on top of Dotloop
Track every date, document and task on every Dotloop deal with an AI agent that nudges whoever is late.
Read the playbook - Coming soon
How to brief an AI employee: the one-page job description template
The one-page job description that tells an AI employee what to do, what not to do, and when to hand off to a human.
Read the playbook - Coming soonShort-term rentalsProperty management
Monthly owner reports in one click: PMS to PDF
Turn reservations, payouts and expenses from your PMS into a branded monthly owner statement — automatically.
Read the playbook