What a personalized playbook
looks like

Four real AI playbooks for different roles and starting points. Yours will be tailored to your specific goals and updated by your network's advice.

M

Marketing Lead

A marketing lead building an AI-powered content engine to 10x output without hiring.

Level 2: Experimenting

🐣 Crawl

  • Use Claude to repurpose one blog post into 5 LinkedIn captions per week — paste the post and say "write 5 LinkedIn captions in my voice, each under 250 characters"
  • Build a prompt template for first-draft email campaigns: share your audience, offer, and goal, then ask Claude to write 3 subject line variants

🚶 Walk

  • Use Perplexity to research competitors and industry trends before every campaign brief — saves 3+ hours per project
  • Set up Notion AI to auto-summarize all marketing meeting notes and extract action items into a weekly digest
  • Use Claude to A/B test ad copy: share your current best performer and ask it to write 5 variations to test

🏃 Run

Weekly content pipeline: every Monday, use Perplexity to pull 5 trending topics in your space → paste into Claude with your brand voice guide → generate a full week of content (blog intro, 5 social posts, 1 email) → schedule in Buffer. Total time: 45 minutes instead of 8 hours.

Tools:ClaudePerplexityNotion AIBuffer
H

HR Director

An HR leader starting to automate repetitive work so they can focus on people strategy.

Level 1: Curious

🐣 Crawl

  • Use ChatGPT to draft job descriptions — paste your internal role requirements and ask "write a compelling job description that attracts senior candidates, under 400 words"
  • Paste any employee feedback survey verbatim into Claude and ask: "identify the top 3 themes and any urgent concerns I should address this week"

🚶 Walk

  • Build a reusable prompt for candidate evaluation: paste a resume and ask Claude to score it against your job criteria and flag green/yellow/red
  • Use Notion AI to turn meeting transcripts into structured 1:1 templates with key themes and follow-ups
  • Draft a 30-60-90 day onboarding plan for any role by giving Claude the job description and your company culture doc

🏃 Run

Monthly people analytics workflow: export engagement survey data → paste into Claude with the prompt 'analyze sentiment by department and surface the top 3 risks and opportunities' → generate a board-ready summary in under 10 minutes.

Tools:ChatGPTNotion AIClaude
F

Founder

A founder building AI into every part of the business to operate with a team of 5 at the output of 50.

Level 3: Automating

🐣 Crawl

  • Set Claude as your default thought partner — paste any investor email, product decision, or customer complaint and ask "what am I missing and what should I do?"
  • Use Perplexity to replace 80% of your research time — stop Googling, start querying

🚶 Walk

  • Build a weekly investor update template in Claude — paste raw metrics and ask it to write a narrative update that highlights wins, challenges, and asks
  • Use Claude to process customer support emails: batch paste 20 tickets and ask "categorize by issue type and draft responses for the top 5"
  • Connect Notion AI to your meeting notes so every call auto-generates a structured summary with decisions made and next steps

🏃 Run

Lead qualification automation with Zapier + Claude: new inbound lead fills out your form → Zapier sends their company/role/use case to Claude API → Claude scores fit 1-10 and writes a personalized outreach email → auto-sends to your inbox for one-click review. Saves 3 hours/day.

Tools:ClaudeZapierPerplexityNotion AIMake
P

Product Manager

A PM using AI to go from user feedback to shipped features faster than any team they've worked with.

Level 2: Experimenting

🐣 Crawl

  • Paste user interview transcripts into Claude and ask: "extract the top 5 pain points, rank by frequency, and suggest which are best solved with software"
  • Use Claude to write your first-draft PRDs — share the problem statement and key constraints, ask for a structured PRD with success metrics

🚶 Walk

  • Build a weekly user feedback digest: paste all support tickets and NPS comments into Claude and ask for a prioritized summary with themes and quotes
  • Use Perplexity to rapidly research how competitors have solved a problem before writing your own spec
  • Have Claude roast your PRD before you share it: "act as a skeptical engineer and list every assumption and open question in this doc"

🏃 Run

Sprint planning workflow: every Monday, pull the top 10 items from your backlog → paste into Claude with your sprint goal → ask it to recommend the optimal sprint scope, flag dependencies, and draft one-liner tickets for Linear. What used to take 2 hours now takes 20 minutes.

Tools:ClaudeNotion AILinearPerplexity

These are just examples.

Your playbook is personalized to your role, goals, and starting point — then refined by advice from the people in your network who are already ahead of you.

Create your AI playbook →

Free to start. No credit card required.