Playbooks
25 playbooks to ship AI in 90 days.
Deep guides for each industry and function. Tools, workflows, prompts, governance, and a phased plan in one place.
AI Chief of Staff for SMBs
The flagship Peak Agent playbook — how to deploy an always-on AI Chief of Staff for a small or mid-sized business in 30 days.
AI for Accounting
Close faster, audit smarter, and give your CFO real-time numbers. Tools, workflows, prompts, governance, and a 30-60-90 plan.
AI for Construction
Estimating, scheduling, progress tracking, and back-office for general contractors and trade subs. Tools, workflows, governance.
AI for Content Marketing
A focused playbook for building an AI content engine that produces 4-5 quality pieces per week. Tools, workflows, prompts, governance.
AI for Customer Support
Deflection, agent copilots, and quality without sacrificing tone. Tools, workflows, prompts, governance, and a 30-60-90 plan.
AI for Distribution & Logistics
Route optimization, warehouse, demand, and customer ops for distributors and 3PLs. Tools, workflows, governance.
AI for Energy
Generation forecasting, grid optimization, customer ops, and field service for utilities and energy companies. Tools, workflows.
AI for Financial Services
Research, client comms, compliance, and back-office for wealth managers, RIAs, and financial advisors. Tools, workflows, governance.
AI for Healthcare
Clinical documentation, patient engagement, revenue cycle, and back office. Tools, workflows, governance.
AI for Home Services
Booking, dispatch, lead capture, and quote-to-close for plumbers, HVAC, electricians, and landscapers. Tools, workflows, governance.
AI for HR & People
Recruit faster, onboard better, and handle the people-ops work that drowns small companies. Tools, workflows, prompts, governance.
AI for Insurance
Underwriting, claims, agent productivity, and customer comms for carriers, MGAs, and independent agencies. Tools, workflows, governance.
AI for Inventory Management
Forecasting, replenishment, and slotting for retailers, distributors, and manufacturers. Tools, workflows, governance.
AI for IT & Security
SOC copilots, threat detection, governance, and observability for security teams. Tools, workflows, governance.
AI for Legal
Drafting, research, due diligence, and contract analysis for law firms and in-house teams. Tools, workflows, governance.
AI for Manufacturing
Predictive maintenance, quality, supply chain, and shop-floor AI. Tools, workflows, governance.
AI for Marketing
Content engines, ads, SEO, and measurement done with AI. Tools, workflows, prompts, governance, and a 30-60-90 plan.
AI for Nonprofits
Donor comms, grant writing, program ops, and back-office for nonprofits operating on tight budgets. Tools, workflows, governance.
AI for Operations
SOPs, automation, meetings, KPIs. The connective tissue of a business, run with AI. Tools, workflows, prompts, governance.
AI for Professional Services
Proposals, deliverables, client comms, and back-office for agencies, consultants, and pro-services firms. Tools, workflows, governance.
AI for Real Estate
Lead nurture, transaction ops, content, and back-office for agents and brokerages. Tools, workflows, prompts, governance.
AI for Restaurants & Hospitality
Reservations, reviews, staffing, and guest comms for restaurants, hotels, and hospitality. Tools, workflows, governance.
AI for Retail & E-Commerce
Product content, personalization, support, and inventory for DTC brands and retailers. Tools, workflows, governance.
AI for Sales
A practical guide for sales teams adopting AI. Tools, workflows, prompts, governance, and a 30-60-90 day plan.
AI for Wellness Studios
Booking, retention, content, and lifecycle marketing for yoga studios, gyms, med-spas, and beauty businesses. Tools, workflows, governance.