$ls playbooks/
└ Browse all copy-paste workflows for Claude Code
Pdf Report
Generate branded PDF reports.
Performance Check
Pull live metrics for a performance snapshot.
Performance Report
Generate performance reports.
Pipeline Update
Update CRM pipeline.
Pr Pitch
Create media pitch packages.
Pricing Test
Test pricing strategies with synthetic data.
Last 30 Days Social Research
Research any topic across Reddit, X, YouTube, TikTok, Instagram, Hacker News, and Polymarket with multi-query social search
Fat Loss Nutrition Planner
Get a personalized calorie target, macro split, and 7-day meal plan built around foods you actually enjoy
LLM Wiki — Personal Knowledge Base
Build a persistent, LLM-maintained wiki that compiles, cross-references, and synthesizes knowledge from your raw sources.
M&A Buyer List Builder
Build and prioritize a universe of strategic and financial buyers for sell-side M&A processes with tiered outreach planning.
Confidential Information Memorandum (CIM) Builder
Structure and draft professional CIMs for sell-side M&A with consistent formatting, data-driven narrative, and investor-ready presentation.
Financial Data Pack Builder
Transform financial data from CIMs, SEC filings, and other sources into standardized Excel workbooks ready for investment committee review.
Investment Banking Deal Tracker
Track multiple live M&A deals with milestones, deadlines, action items, and weekly review summaries for managing a deal pipeline.
Merger Model & Accretion/Dilution Analysis
Build M&A merger models with pro forma EPS analysis, synergy sensitivities, purchase price allocation, and breakeven calculations.
IB Pitch Deck Template Populator
Populate investment banking pitch deck templates with financial data, ensuring number consistency, proper formatting, and institutional presentation standards.
M&A Process Letter Drafter
Draft professional process letters for sell-side M&A transactions with timeline, bid requirements, and procedural guidelines for prospective buyers.
Company Strip Profile Generator
Create concise one-page company profiles for M&A buyer lists with financial summary, strategic rationale, and M&A activity tracking.
M&A Teaser (Blind Profile) Writer
Draft anonymous sell-side teasers that generate buyer interest while protecting company identity, with investment highlights and financial overview.
Bond Futures Basis Analysis (LSEG)
Analyze bond futures basis by pricing futures, identifying cheapest-to-deliver bonds, and comparing implied repo rates to assess basis trading opportunities using LSEG data tools.
Bond Relative Value Analysis (LSEG)
Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing to assess whether bonds are rich, cheap, or fair.
Equity Research Snapshot (LSEG)
Generate comprehensive equity research snapshots combining IBES analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context using LSEG data tools.
Fixed Income Portfolio Review (LSEG)
Review fixed income portfolios by pricing multiple bonds, analyzing cashflow waterfalls, running scenario stress tests, and computing portfolio-level duration, DV01, and composition breakdowns.
FX Carry Trade Analysis (LSEG)
Evaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility surfaces, and historical price trends to compute carry-to-vol ratios.
Macroeconomic and Rates Monitor (LSEG)
Build macroeconomic and rates dashboards combining GDP, inflation, yield curves, inflation breakevens, swap spreads, and real rate decomposition to assess cycle position and financial conditions.
Page 13 of 40
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