$ls playbooks/
└ Browse all copy-paste workflows for Claude Code
Sitemap Manager
Manage XML sitemaps.
Social Strategy
Build social media strategy.
Sop Library
Manage agency SOPs.
S&P Global Earnings Preview Generator
Generate concise 4-5 page equity research earnings previews for any public company using S&P Capital IQ data via Kensho MCP.
S&P Global Weekly Funding Digest
Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and capital markets activity across watched sectors.
S&P Global Company Tear Sheet Generator
Generate professional company tear sheets and one-pagers using S&P Capital IQ data, tailored to equity research, M&A, corporate development, or sales audiences.
Wealth Management Client Report Generator
Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary for quarterly or annual distribution.
Wealth Management Client Review Prep
Prepare for client review meetings with portfolio performance summaries, allocation analysis, talking points, and action items in a concise meeting-ready format.
Wealth Management Financial Plan Builder
Build or update comprehensive financial plans covering retirement projections, education funding, estate planning, cash flow analysis, and scenario modeling.
Wealth Management Investment Proposal
Create professional investment proposals for prospective clients covering your firm's approach, proposed allocation, expected outcomes, and fee structure.
Wealth Management Portfolio Rebalance
Analyze portfolio allocation drift and generate tax-aware rebalancing trade recommendations across multiple account types.
Wealth Management Tax-Loss Harvesting
Identify tax-loss harvesting opportunities across taxable accounts with replacement security suggestions and wash sale window tracking.
Scientific Problem Selector
Systematic framework for choosing research problems based on Fischbach and Walsh criteria
Signature Request Router
Prepare and route documents for e-signature with proper approval workflows
Single-Cell RNA-seq QC
Automated quality control for single-cell RNA-seq data with filtering and visualization
SOX Testing Workpaper
SOX sample selections, testing workpapers, and internal control assessments
Support Escalation Packager
Package support issues into structured escalation briefs for engineering or management
Security Monitoring Setup
Automate security monitoring, threat detection, incident response, and compliance workflows
SEO Optimization Assistant
SEO strategy and optimization - keyword research, on-page SEO, technical audits, content optimization, and rank tracking
Google Sheets Automation
Google Sheets automation workflows - data sync, task management, reporting dashboards, and multi-platform integrations
Shopify Store Automation
Shopify e-commerce automation - inventory management, order processing, customer workflows, and analytics
Slack Workflow Automation
Slack automation and workflow builder - notifications, standup bots, approval flows, and cross-platform integrations
Smart OCR Document Scanner
Extract text from images, scanned documents, and handwritten notes in 100+ languages using PaddleOCR.
Social Media Publisher
Multi-platform social media publishing automation - schedule, post, and track content across TikTok, Instagram, YouTube, LinkedIn, and more
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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