$ls playbooks/
└ Browse all copy-paste workflows for Claude Code
DCF Model Builder for Equity Valuation
Create institutional-quality discounted cash flow models with WACC calculations, sensitivity analysis, and professional Excel output for equity valuation.
Presentation Deck Number Refresh
Update numbers across an existing presentation deck — quarterly refreshes, earnings updates, comp rolls, and rebased market data — while preserving all formatting.
Investment Banking Deck Quality Checker
Comprehensive QC review of pitch decks and client presentations covering number consistency, data-narrative alignment, language polish, and visual formatting.
LBO Model Builder for Private Equity
Build leveraged buyout models in Excel with Sources & Uses, operating projections, debt schedules, returns analysis (IRR/MOIC), and sensitivity tables following investment banking standards.
PowerPoint Template Skill Creator
Turn a branded PowerPoint template into a reusable skill that can generate on-brand presentations programmatically, with precise placeholder mapping and layout documentation.
Email Sequence Designer
Design multi-email nurture sequences with copy, timing, and branching logic
Enterprise Search Aggregator
Search across all connected sources with a single unified query
Financial Statement Generator
Generate P&L, balance sheet, and cash flow statements from financial data
Email Classifier & Organizer
Automatically categorize emails by type, priority, and required action
Professional Email Drafter
Draft professional emails for various business scenarios with appropriate tone and best practices.
Email Marketing Campaign Builder
Email marketing automation - campaign creation, sequence building, A/B testing, deliverability optimization, and analytics
ETL Pipeline Builder
Design and automate Extract, Transform, Load data pipelines for data integration and analytics
Excel Automation Workflows
Automate Excel workflows including real-time control, VBA execution, and dashboard updates using xlwings.
Expense Report Generator
Organize business expenses into categorized reports for reimbursement, accounting, and tax preparation.
Expense Tracker & Categorizer
Automate expense tracking, receipt processing, approval workflows, and reimbursement management
Facebook & Meta Ads Manager
Automate Facebook and Instagram advertising campaigns, audience targeting, and performance optimization
Smart File Organizer
Organize and rename files based on content analysis
Financial Modeling Assistant
Build integrated financial models with 3-statement projections. Create income statement, balance sheet, and cash flow models with proper linkages.
Form Builder & Designer
Build interactive document forms and questionnaires using docassemble
Follower Research Briefing
Get a daily brief on your newest followers — who's worth engaging with, what they care about, and a personalized conversation starter for each.
Funnel Metrics Analyst
Get a daily one-paragraph analysis of your funnel metrics — what moved, what's stalling, and what to do about it. An actual opinion, not a dashboard.
Framework Extraction Engine
Extract 15-25 reusable fill-in-the-blank content frameworks from high-performing swipe file entries — each with structure templates, cross-niche examples, and usage notes.
Financial Analyst Toolkit
Run DCF valuations, financial statement analysis, ratio analysis, comparable company analysis, budget variance reporting, and scenario modeling from your local data.
GDPR Privacy Expert
Run GDPR compliance assessments, generate DPIAs, map data processing activities, build breach protocols, and create privacy policies with consent frameworks.
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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