Playbooks
Battle-tested playbooks for designing, shipping, and scaling automation.
AI Agent Memory Strategies
A guide for ai agent memory strategies. Practical patterns, common gotchas, and templates you can fork.
Guide · Workflow DesignBuilding a Workflow Style Guide
A guide for building a workflow style guide. Practical patterns, common gotchas, and templates you can fork.
Guide · Data OperationsBuilding Reliable Data Syncs
A guide for building reliable data syncs. Practical patterns, common gotchas, and templates you can fork.
Tutorial · AI WorkflowsBuilding Your First AI Workflow
A tutorial for building your first ai workflow. Practical patterns, common gotchas, and templates you can fork.
Guide · AI WorkflowsBYO LLM Keys: Cost Optimization
A guide for byo llm keys: cost optimization. Practical patterns, common gotchas, and templates you can fork.
Guide · Internal ToolsCalendar and Meeting Automation
A guide for calendar and meeting automation. Practical patterns, common gotchas, and templates you can fork.
Checklist · Data OperationsCRM Data Hygiene Checklist
A checklist for crm data hygiene checklist. Practical patterns, common gotchas, and templates you can fork.
Guide · Workflow DesignCron Schedule Patterns
A guide for cron schedule patterns. Practical patterns, common gotchas, and templates you can fork.
Playbook · Customer SuccessCustomer Health Score Automation
A playbook for customer health score automation. Practical patterns, common gotchas, and templates you can fork.
Playbook · Customer SuccessCustomer Onboarding Automation
A playbook for customer onboarding automation. Practical patterns, common gotchas, and templates you can fork.
Guide · AI WorkflowsDesigning AI Prompt Steps that Scale
A guide for designing ai prompt steps that scale. Practical patterns, common gotchas, and templates you can fork.
Guide · Workflow DesignDesigning for Webhooks at Scale
A guide for designing for webhooks at scale. Practical patterns, common gotchas, and templates you can fork.
Guide · Workflow DesignDesigning Idempotent Workflows
A guide for designing idempotent workflows. Practical patterns, common gotchas, and templates you can fork.
Guide · AI WorkflowsDocument Processing with AI
A guide for document processing with ai. Practical patterns, common gotchas, and templates you can fork.
Playbook · Customer SuccessDunning and Churn Recovery
A playbook for dunning and churn recovery. Practical patterns, common gotchas, and templates you can fork.
Playbook · Internal ToolsFinance and Approval Workflows
A playbook for finance and approval workflows. Practical patterns, common gotchas, and templates you can fork.
Guide · Data OperationsGDPR-Compliant Data Workflows
A guide for gdpr-compliant data workflows. Practical patterns, common gotchas, and templates you can fork.
Playbook · Internal ToolsInternal Tools without Engineering
A playbook for internal tools without engineering. Practical patterns, common gotchas, and templates you can fork.
Playbook · Sales OperationsLead Routing Playbook
A playbook for lead routing playbook. Practical patterns, common gotchas, and templates you can fork.
Playbook · Sales OperationsLead Scoring with LLMs
A playbook for lead scoring with llms. Practical patterns, common gotchas, and templates you can fork.
Guide · Marketing OperationsMarketing Attribution Pipelines
A guide for marketing attribution pipelines. Practical patterns, common gotchas, and templates you can fork.
Guide · Workflow DesignMigrating from Zapier to Automatite
A guide for migrating from zapier to automatite. Practical patterns, common gotchas, and templates you can fork.
Guide · AI WorkflowsMulti-Step Agent Patterns
A guide for multi-step agent patterns. Practical patterns, common gotchas, and templates you can fork.
Guide · Workflow DesignObservability for Workflows
A guide for observability for workflows. Practical patterns, common gotchas, and templates you can fork.
Tutorial · AI WorkflowsRAG Workflows with Vector Stores
A tutorial for rag workflows with vector stores. Practical patterns, common gotchas, and templates you can fork.
Guide · Workflow DesignReal-Time Trigger Architecture
A guide for real-time trigger architecture. Practical patterns, common gotchas, and templates you can fork.
Playbook · Internal ToolsRecruiting Pipeline Automation
A playbook for recruiting pipeline automation. Practical patterns, common gotchas, and templates you can fork.
Tutorial · Workflow DesignReplaying Failed Runs
A tutorial for replaying failed runs. Practical patterns, common gotchas, and templates you can fork.
Guide · Workflow DesignRetry Strategies and Backoff
A guide for retry strategies and backoff. Practical patterns, common gotchas, and templates you can fork.
Playbook · Sales OperationsSales Sequence Personalization
A playbook for sales sequence personalization. Practical patterns, common gotchas, and templates you can fork.
Tutorial · Workflow DesignSetting Up Error Handling and Alerts
A tutorial for setting up error handling and alerts. Practical patterns, common gotchas, and templates you can fork.
Guide · Internal ToolsSlack-Native Workflow Patterns
A guide for slack-native workflow patterns. Practical patterns, common gotchas, and templates you can fork.
Checklist · Workflow DesignSOC 2 Workflow Audit Checklist
A checklist for soc 2 workflow audit checklist. Practical patterns, common gotchas, and templates you can fork.
Tutorial · AI WorkflowsStructured Outputs from LLMs
A tutorial for structured outputs from llms. Practical patterns, common gotchas, and templates you can fork.
Guide · Workflow DesignSub-Workflow Design Patterns
A guide for sub-workflow design patterns. Practical patterns, common gotchas, and templates you can fork.
Checklist · Workflow DesignTesting Workflows Before Production
A checklist for testing workflows before production. Practical patterns, common gotchas, and templates you can fork.
Tutorial · Workflow DesignVersioning and Branching Workflows
A tutorial for versioning and branching workflows. Practical patterns, common gotchas, and templates you can fork.
Checklist · Workflow DesignWebhook Security Hardening Checklist
A checklist for webhook security hardening checklist. Practical patterns, common gotchas, and templates you can fork.
Guide · Workflow DesignWhen to Use Code Steps
A guide for when to use code steps. Practical patterns, common gotchas, and templates you can fork.
Checklist · Workflow DesignWorkflow Naming Conventions
A checklist for workflow naming conventions. Practical patterns, common gotchas, and templates you can fork.