Playbooks
Real work. Real outcomes. Where to start.
Concrete playbooks for the work your team does every week. Each one is a specific task — handed to an AI Employee, agent, or the assistant — with a finished outcome on the other side. Pick one that matches your work and follow it step by step.
Browse by category
Update your financial model after earnings
Pull the release and transcript, reconcile assumptions, hand the variance to a human.
Read →Size a market using your research
Synthesize industry reports, public filings, and your own notes into a defensible TAM/SAM/SOM.
Read →Log sales calls to your CRM
Transcribe, summarize, and write structured fields back into Salesforce or HubSpot automatically.
Read →Pull metrics from analytics dashboards
Open the right dashboards, snapshot the right numbers, and assemble the weekly review deck.
Read →Build a daily briefing across your tools
Pull inbox, calendar, Slack, and dashboard signals into one personalized morning briefing.
Read →Clean up promotional emails
Triage, archive, and summarize the promotional clutter so the real mail is what's left.
Read →Prepare and plan from your calendar
Auto-research attendees, pull context docs, and prep a 60-second brief before every meeting.
Read →Surface themes from all your feedback channels
Merge support tickets, app reviews, and survey verbatims into a ranked theme report.
Read →Organize files in Google Drive
Tag, file, and rename thousands of legacy files against the taxonomy you actually want.
Read →Prep scattered docs for a compliance audit
Find, classify, and assemble the evidence pack for SOC 2, ISO, or HIPAA auditors.
Read →Contract redlining and negotiation
Spot terms that affect your work, suggest redlines, and prep negotiation points.
Read →Plan your syllabus — see which weeks are locked
Attach the syllabus; Syntic shows which prerequisites lock weeks and what you can rearrange.
Read →Work through grant options in chat
Every funder plotted by odds, award size, deadline, and effort — with live filters.
Read →Apply a formula as you learn it
Blank scatter built in the conversation — place points and watch the fit move.
Read →Map your lit review mid-conversation
Clusters by claim, tension lines where camps disagree, and blind spots per group.
Read →Chart your data before you commit
Upload a CSV; Syntic builds an inline correlation grid and flags patterns worth checking.
Read →Bring your whiteboard lesson to life
Work through how to teach a concept while Syntic sketches alongside you.
Read →Visualize the mechanism behind an explanation
Interactive visuals streamed inline, with controls and drill-down buttons.
Read →See what your campaign goal actually requires
Type a fundraising goal; Syntic draws the pyramid with the prospects you'd need to reach it.
Read →See budget futures side by side
Type your split and the variable that might change; get three scenarios with $ and % toggles.
Read →See why donor retention beats acquisition
Five-year donor projection with retention and acquisition sliders that make the case.
Read →Map your theory of change
Syntic draws the causal chain inline — every arrow clickable to show the assumption behind it.
Read →Build a fundraising campaign
Segment the list, draft the journey, personalize every ask — and report on results.
Read →Grant proposal assembly line
Match opportunities, draft narratives in your voice, and assemble budgets and logic models.
Read →Develop a program toolkit
Package your program's playbook so every site delivers it the same way.
Read →Visualize program data
Pull outcomes from your CRM and tools into clean charts your funders will actually read.
Read →Create a volunteer management system
Match skills to needs, schedule shifts, and keep volunteers engaged between events.
Read →Create brand assets
Generate business cards, flyers, and marketing materials that match your brand.
Read →Create a custom webpage
Build a portfolio or landing page — and learn how to deploy it live without writing code.
Read →Draft a prior authorization request
Pull the clinical documentation, cross-reference payer requirements, and assemble the request.
Read →Redline a standard NDA
Surface non-standard terms, flag risk, and prep negotiation points against your house playbook.
Read →Screen a batch of resumes
Upload the job description and the stack, get a ranked shortlist with reasoning in minutes.
Read →Write a week of social content
Brief once, get a full week of posts across LinkedIn, Twitter, and Instagram in your brand voice.
Read →Review a PR for security issues
Point the agent at the diff, get findings with severity scores and proposed fixes before merge.
Read →Summarise your git history for a weekly standup
One command, readable summary of what shipped, what's in progress, and what's blocked.
Read →Don't see your use case?
Most playbooks start as a customer request. If there's a workflow your team runs that you'd like to see as a playbook, tell us — we build the ones people actually ask for.