Home

$ls playbooks/

Browse all copy-paste workflows for Claude Code

>
Product Management

Customer Journey Map

Build a strategic customer journey map across Awareness → Consideration → Decision → Service → Loyalty — with actions, touchpoints, emotions, KPIs, business goals, and owning teams per stage.

20 minutes
Intermediate
Product Management

Customer Journey Mapping Workshop

Run a 5-question adaptive workshop to build a customer journey map — actor, scenario, phases, actions/emotions, and prioritized opportunities — that aligns cross-functional teams around real pain points.

15 minutes
Intermediate
Sales & Revenue

Crm Sync

Sync data to CRM platforms.

15 minutes
Intermediate
Marketing & Content

Cro

Optimize conversion rates.

15 minutes
Intermediate
Marketing & Content

Dark Funnel

Map invisible buyer journeys.

15 minutes
Intermediate
Productivity

Data Export

Export marketing data.

15 minutes
Intermediate
Productivity

Data Import

Import data from external sources.

15 minutes
Intermediate
Customer Support

Customer Research Assistant

Multi-source research with confidence scoring for customer questions

10 minutes
Intermediate
Data & Reporting

Data Analysis Validator

QA-review data analysis for methodology, accuracy, and presentation before sharing

10 minutes
Intermediate
Data & Reporting

Data Context Extractor

Extract company-specific data knowledge and generate tailored analysis templates

10 minutes
Advanced
Data & Reporting

Data Question Analyzer

Answer data questions ranging from quick lookups to formal analytical reports

10 minutes
Intermediate
Data & Reporting

Data Visualization Creator

Create publication-quality data visualizations with matplotlib, plotly, or Chart.js

10 minutes
Intermediate
Data & Reporting

Dataset Explorer

Profile datasets to understand shape, quality, distributions, and key patterns

10 minutes
Beginner
Finance

Cryptocurrency Analysis Report

Analyze cryptocurrency projects with tokenomics, on-chain metrics, and market analysis. Generate comprehensive crypto research reports.

10 minutes
Intermediate
Sales & Revenue

Customer Success Assistant

Customer success management - onboarding, health scoring, QBRs, expansion playbooks, and retention strategies

10 minutes
Advanced
Career Development

CV & Resume Builder

Build professional CVs and resumes from structured YAML data with multiple theme options using rendercv.

10 minutes
Advanced
Data & Reporting

Spreadsheet Data Analyst

Analyze spreadsheet data, generate insights, create visualizations, and build reports from Excel/CSV data.

10 minutes
Intermediate
Data & Reporting

Data Extraction Assistant

Extract structured data from PDFs, Word docs, emails, and HTML using the unstructured library.

10 minutes
Advanced
Data & Reporting

Data Pipeline Builder

Data pipeline and ETL automation - extract, transform, load workflows for data integration and analytics

10 minutes
Advanced
Developer Tools

Database Sync Manager

Automate database synchronization, replication, migration, and cross-platform data integration

10 minutes
Advanced
Finance

DCF Valuation Model Builder

Build Discounted Cash Flow (DCF) valuation models. Calculate intrinsic value with customizable assumptions. Generate professional valuation reports.

10 minutes
Advanced
Productivity

Daily Morning Briefing

Generate a comprehensive daily briefing consolidating your calendar, email inbox, tasks, weather, and meeting context into one unified view.

15 minutes
Intermediate
Marketing & Content

Cross-Platform Content Repurposing Engine

Take one piece of content and transform it into platform-native versions for Twitter, LinkedIn, Instagram, YouTube, newsletters, and more — with complete drafts and a posting schedule.

5 minutes
Intermediate
Sales & Revenue

Customer Success Manager

Build health scoring models, analyze churn risk, create retention strategies, track NPS/CSAT, prepare QBRs, and identify expansion revenue opportunities.

10 minutes
Intermediate

Page 11 of 48

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