$ls playbooks/
└ Browse all copy-paste workflows for Claude Code
Crm Sync
Sync data to CRM platforms.
Cro
Optimize conversion rates.
Dark Funnel
Map invisible buyer journeys.
Data Export
Export marketing data.
Data Import
Import data from external sources.
Digital Pr
Plan digital PR campaigns.
Emerging Channels
Explore emerging marketing channels.
Entity Audit
Audit brand entity consistency.
Eval Config
Configure content eval settings.
Eval Content
Evaluate content quality.
Eval Suite
Batch evaluate multiple content pieces.
Executive Dashboard
Design executive marketing dashboards.
Equity Research Catalyst Calendar
Build and maintain a calendar of upcoming catalysts across your coverage universe including earnings dates, conferences, product launches, and macro events.
Equity Research Earnings Update Report
Create professional 8-12 page earnings update reports analyzing quarterly results with beat/miss analysis, updated estimates, and revised thesis.
Equity Research Earnings Preview
Build pre-earnings analysis with estimate models, bull/bear scenarios, key metrics to watch, and trading setup notes.
Equity Research Idea Generation
Systematic stock screening and investment idea sourcing combining quantitative screens, thematic research, and pattern recognition.
Equity Research Initiating Coverage Report
Create institutional-quality 30-50 page equity research initiation reports through a structured 5-task workflow with company research, financial modeling, valuation, charts, and report assembly.
Equity Research Model Update
Update financial models with new quarterly earnings, guidance changes, or revised assumptions and recalculate valuations.
Equity Research Morning Note
Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks.
Equity Research Sector Overview
Create comprehensive industry landscape reports covering market dynamics, competitive positioning, key players, valuation context, and thematic trends.
Equity Research Thesis Tracker
Maintain and update investment theses for portfolio positions with scorecard tracking, catalyst calendars, and conviction monitoring.
Customer Research Assistant
Multi-source research with confidence scoring for customer questions
Data Analysis Validator
QA-review data analysis for methodology, accuracy, and presentation before sharing
Data Context Extractor
Extract company-specific data knowledge and generate tailored analysis templates
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Browse by Category
Personal Productivity
File Organization
Auto-rename, sort, deduplicate, and organize files
Personal Productivity
Note Management
Obsidian, Logseq, and note-taking workflows
Personal Productivity
Task Management
Todo lists, project tracking, and productivity
Personal Productivity
Productivity
Dashboards, automation, and workflow optimization
Personal Productivity
Knowledge Management
Second brain, research synthesis, and information organization
Career & Development
Career Development
Resume, interviews, job search, and career growth
Career & Development
Personal Development
Habits, journaling, and self-improvement
Career & Development
Education
Study guides, learning, and skill development
Research & Writing
Research & Writing
PDF analysis, academic research, and content creation
Research & Writing
Market Research
Competitor analysis, market sizing, and business planning
Finance & Accounting
Finance & Accounting
Expense tracking, invoicing, and financial analysis
Finance & Accounting
Finance
Budgets, expenses, and personal finance
Marketing & Content
Marketing & Content
Ad copy, SEO, social media, and content marketing
Legal & Compliance
Legal & Compliance
Contract review, legal research, and compliance
HR & Recruiting
HR & Recruiting
Resume screening, job descriptions, and HR workflows
Creative & Design
Creative & Design
Worldbuilding, creative writing, and game design
Creative & Design
Creative Writing
Fiction, worldbuilding, and storytelling assistance
Developer Tools
Developer Tools
Changelogs, documentation, and development workflows
Academic Research
Academic Research
Research workflows, literature review, manuscript review, and academic writing
Executive Strategy
Executive Strategy
CEO advisory, competitive intelligence, startup analysis, and strategic foresight
Sales & Revenue
Sales & Revenue
Pipeline management, customer success, revenue operations, and sales automation
Project Management
Project Management
Agile workflows, sprint planning, scrum ceremonies, and team coordination
Media Production
Media Production
Podcast workflows, video clip creation, content repurposing, and production management
Communications
Communications
Proposals, press releases, newsletters, speeches, and professional communication
Operations & Compliance
Operations & Compliance
SOPs, policy documentation, vendor evaluation, audits, and change management
Data & Reporting
Data & Reporting
Dashboard narratives, KPI analysis, survey reports, and data quality assessment
Customer Support
Customer Support
Ticket triage, escalation, KB articles, and response drafting
Science & Research
Bio Research
Bioinformatics, lab data processing, and scientific workflows
Product Management
Product Management
Feature specs, metrics review, roadmaps, and product strategy
Financial Services
Equity Research
Earnings analysis, sector overviews, coverage initiation, and investment thesis tracking
Financial Services
Investment Banking
Deal execution, pitch decks, CIMs, merger models, and buyer lists
Financial Services
Private Equity
Deal sourcing, due diligence, IC memos, portfolio monitoring, and value creation
Financial Services
Wealth Management
Client reports, financial planning, portfolio rebalancing, and tax optimization
Financial Services
Trading & Markets
Fixed income, FX, options, macro analysis, and quantitative trading strategies