$ls playbooks/
└ Browse all copy-paste workflows for Claude Code
What If
Compare budget scenarios side-by-side.
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.
UX Copy Writer
Write or review UX microcopy including error messages, CTAs, tooltips, and empty states
Vendor Agreement Checker
Check vendor agreement status, expiration dates, and compliance across connected systems
Pipedrive CRM Automation
Automate Pipedrive CRM workflows including deal management, pipeline tracking, and sales reporting
Trello Board Automation
Automate Trello board management, card workflows, power-ups, and team collaboration
Twilio SMS Integration
Automate SMS communications, two-way messaging, notifications, and voice workflows with Twilio
Twitter/X Automation
Automate Twitter/X social media workflows including posting, engagement, analytics, and audience growth
Weather-Based Automation
Automate weather-based workflows, forecasts, alerts, and location-aware notifications
Advanced Web Search Assistant
Formulate effective web search queries, analyze search results, and synthesize findings. Optimize search strategies for different types of information needs.
Webhook Automation Builder
Build and manage webhook-based integrations for real-time event processing and API connections
Weekly Report Generator
Create consistent, well-structured weekly status reports that communicate progress and plans effectively.
WhatsApp Business Automation
WhatsApp Business automation - customer support, notifications, chatbots, and broadcast messaging
WooCommerce Store Automation
Automate WooCommerce e-commerce operations including orders, inventory, customers, and marketing
Weekly Project Review
Automate comprehensive weekly project summaries by synthesizing WhatsApp, email, and meeting transcript data into a living dashboard and detailed activity log.
Worldbuilding Assistant
Create and maintain consistent fictional worlds for games, novels, or RPG campaigns with interconnected lore and rules.
Excel File Manipulation
Create, edit, and manipulate Excel spreadsheets programmatically using openpyxl
YouTube Channel Automation
Automate YouTube content workflows including video management, analytics, scheduling, and channel optimization
Zendesk Support Automation
Automate customer support workflows with Zendesk ticket management, routing, and analytics
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Auto-rename, sort, deduplicate, and organize files
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Obsidian, Logseq, and note-taking workflows
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Todo lists, project tracking, and productivity
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Dashboards, automation, and workflow optimization
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Second brain, research synthesis, and information organization
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Resume, interviews, job search, and career growth
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Habits, journaling, and self-improvement
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Study guides, learning, and skill development
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PDF analysis, academic research, and content creation
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Competitor analysis, market sizing, and business planning
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Finance & Accounting
Expense tracking, invoicing, and financial analysis
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Finance
Budgets, expenses, and personal finance
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Marketing & Content
Ad copy, SEO, social media, and content marketing
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Legal & Compliance
Contract review, legal research, and compliance
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HR & Recruiting
Resume screening, job descriptions, and HR workflows
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Creative & Design
Worldbuilding, creative writing, and game design
Creative & Design
Creative Writing
Fiction, worldbuilding, and storytelling assistance
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Developer Tools
Changelogs, documentation, and development workflows
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Academic Research
Research workflows, literature review, manuscript review, and academic writing
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Executive Strategy
CEO advisory, competitive intelligence, startup analysis, and strategic foresight
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Sales & Revenue
Pipeline management, customer success, revenue operations, and sales automation
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Project Management
Agile workflows, sprint planning, scrum ceremonies, and team coordination
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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
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Customer Support
Ticket triage, escalation, KB articles, and response drafting
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Bioinformatics, lab data processing, and scientific workflows
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Product Management
Feature specs, metrics review, roadmaps, and product strategy
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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
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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