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Best AI Agent Playbooks

Free AI agent playbooks

Copy a ready-made AI agent playbook for your business, free.

Each playbook gives you the prompt, the steps and the checks for one job an AI agent can take off your plate: replying to new leads, drafting customer emails, cleaning a contact list. A person approves anything that goes out.

Free. One playbook in your inbox every Tuesday at 6:30am Pacific. Unsubscribe any time.

Browse the playbooks

24 playbooks

KA-001 · Customer serviceEasy

Draft replies to customer emails from your FAQ and policy document

Draft polite, accurate replies to customer emails using only your FAQ and policies, flag disputes and complaints, and wait for a person to approve.

2 to 4 minutes per routine emailClaude or ChatGPT
KA-002 · Customer serviceMedium

Build a website FAQ and help base from past support emails

Group the last few months of support emails into common questions, draft plain answers from your policies, and list the gaps the owner must fill.

4 to 8 hoursClaude or ChatGPT
KA-003 · Sales and leadsMedium

Clean a CRM or contact spreadsheet export and keep every record

Find duplicate contacts, standardize names, phones and addresses, and flag missing fields in a CRM export, with every merge or delete reviewed first.

3 to 6 hours
KA-004 · Sales and leadsMedium

Draft a re-engagement email sequence for lapsed customers

Draft a short email sequence for past customers who have not bought in a set period. Built from an owner export, with consent and unsubscribe checks.

2 to 3 hours per sequence
KA-005 · Sales and leadsMedium

Draft a proposal or quote cover letter from discovery call notes

Draft a clear proposal or quote cover letter from discovery call notes and your price list. The owner sets every price and checks the scope.

30 to 45 minutes per proposalClaude or ChatGPT
KA-006 · Sales and leadsMedium

Draft a fast, personal first reply to every new website inquiry

Draft a personal first reply to each new website inquiry within minutes, using the inquiry and your service list, ready for a person to send.

5 to 10 minutes per inquiryClaude or ChatGPT
KA-007 · Operations and adminEasy

Compare supplier or contractor quotes in one table

Put supplier or contractor quotes from emails or PDFs into one table, with terms as written, differences and gaps flagged. The owner decides.

30 to 90 minutes per set of three to five quotesClaude or ChatGPT
KA-008 · Operations and adminEasy

Turn meeting notes into action items and follow-up emails

Turn meeting notes or a transcript into actions with owners and due dates. Draft a follow-up email per owner that waits for approval.

20 to 40 minutes per one hour meetingClaude or ChatGPT
KA-009 · Operations and adminMedium

Weekly inbox triage with draft replies for urgent email

Sort a week of email into reply today, delegate, schedule and archive, with draft replies for the urgent pile. Nothing is sent automatically.

1 to 2 hours per weekYour email client
KA-010 · Operations and adminMedium

Write a standard operating procedure from a spoken walkthrough

Turn a screen recording transcript or a spoken walkthrough into a clear, numbered standard operating procedure, then test it with someone new.

1 to 2 hours per procedure
KA-011 · Content and socialEasy

Turn one blog post, video or newsletter into a week of social posts

Draft a week of posts for 2 or 3 platforms from one piece of content. Written in your voice, then approved and scheduled by a person.

1 to 2 hours per source pieceClaude or ChatGPT
KA-012 · Content and socialEasy

Write short video scripts from real customer questions

Turn real customer questions into 30 to 60 second video scripts. Each has a hook, a clear answer and one call to action, using confirmed facts only.

20 to 30 minutes per scriptClaude or ChatGPT
KA-013 · SEOMedium

Rewrite page titles and meta descriptions in bulk from a crawl

Draft new titles and meta descriptions for hundreds of pages from a crawl, with length checks, a keyword rule and a review before upload.

3 to 5 hours per 200 pagesA site crawler
KA-014 · SEOEasy

Classify search intent from results page notes and pick a page type

Label the search intent of each keyword from your own notes on the results page, then get a page type recommendation with the reasoning shown.

1 hour per 30 keywordsA web browser
KA-015 · SEOMedium

Cluster a keyword export into topic groups and map each to one page

Turn a raw keyword export into topic groups, give each group one target page, and flag groups where two of your pages compete.

2 to 3 hours per 1,000 keyword exportGoogle Search Console
KA-016 · SEOMedium

Build a content brief from top page notes and real customer questions

Combine your notes on top ranking pages with questions from sales calls, reviews and tickets to brief a page that adds something new.

1 to 2 hours per briefA web browser
KA-017 · SEOMedium

Plan content refreshes for pages with falling clicks

Use a Search Console export comparing the last 3 months to the prior 3 months to rank pages with falling clicks and plan a fix for each.

2 hours per site reviewGoogle Search Console
KA-018 · SEOMedium

Find link prospects and draft personal outreach emails

Find pages that already mention your topic or competitors, score their relevance, and draft short personal emails for a person to review and send.

15 minutes per prospect researched and drafted
KA-019 · SEOMedium

Triage a weekly site crawl into a ranked fix list with owners

Turn a weekly crawler export into a short, ranked fix list: status codes, redirects, canonicals, noindex and orphan pages, each with an owner.

60 to 90 minutes per weekly crawl reviewA site crawler
KA-020 · Local marketingEasy

Draft weekly Google Business Profile posts and customer answers

Draft a month of Google Business Profile posts and answers to common customer questions from real offers and facts, for owner approval.

1 to 2 hours per business per monthGoogle Business Profile
KA-021 · Local marketingEasy

Draft replies to Google reviews for a local business

Draft calm, specific replies to new Google reviews that thank real details, handle complaints without private details, and wait for owner approval.

30 to 60 minutes per weekGoogle Business Profile
KA-022 · AI search visibilityMedium

Audit whether AI assistants mention or cite your brand

Ask ChatGPT, Claude, Gemini and Perplexity your target questions each month, log mentions and cited sources, then list the content gaps.

2 hours per monthly audit of 20 questions
KA-023 · AI search visibilityMedium

Make key pages easy for AI assistants and search engines to read

Rewrite key pages with answer first sections, check structured data in Google's Rich Results Test and decide whether an llms.txt file is worth adding.

1 hour per page reviewed and draftedClaude or ChatGPT
KA-024 · ReportingEasy

Write a monthly SEO report from Search Console and GA4 exports

Turn Google Search Console and Google Analytics 4 exports into a monthly report: what changed, likely causes as hypotheses, and next month's actions.

2 hours per monthly reportGoogle Search Console
Today's improvementKA-006 · Sales and leads

Draft a fast, personal first reply to every new website inquiry

Draft a personal first reply to each new website inquiry within minutes, using the inquiry and your service list, ready for a person to send.

You draft first replies to new website inquiries for [BUSINESS NAME], a [BUSINESS TYPE] serving [SERVICE AREA]. Source of facts (use nothing else): [PASTE SERVICE LIST, SERVICE AREAS, BOOKING LINK, RESPONSE HOURS, NEXT STEP] Voice: [TONE, e.g. warm, brief, plain]. Sign off as: [NAME AND ROLE]. Inquiries a person must handle:
Time saved
5 to 10 minutes per inquiry
Level
Medium
Steps
9
Open the playbook

Kaizen log

24 playbooks so far

The site opened with 24 playbooks on Oct 13, 2026. The plan is one new playbook every weekday, and each square below fills in as they ship.

24
Sep 30, 2026Oct 13, 2026

How a playbook works

Three parts, the same every time

  1. 01

    Pick one task

    Each playbook covers one job, who it suits, the tools it needs and an estimate of the time it saves.

  2. 02

    Fill in the prompt

    Copy the prompt and replace the highlighted placeholders with your own business details.

  3. 03

    Run the checks

    Every playbook lists what can go wrong and the check a person runs before anything is sent or published.

One playbook in your inbox every Tuesday

A short email with the task, the prompt and the checks. Five minutes to read.

Questions people ask

What is Best AI Agent Playbooks?

Best AI Agent Playbooks is a free library of AI agent playbooks for small businesses. Each playbook covers one job, with the prompt to copy, the steps to follow and the checks a person runs before anything goes out. It has 24 playbooks across 8 categories.

Is Best AI Agent Playbooks free?

Yes. Every playbook on the site is free to read and copy, and the newsletter is free. Unsubscribe any time.

When does the Best AI Agent Playbooks newsletter arrive?

Every Tuesday at 6:30am Pacific. Each issue has one playbook.

Does the AI agent send messages to customers on its own?

No. Every playbook keeps a person in charge. The agent drafts, sorts or checks, and the owner reads and approves anything before a customer sees it.

Which AI tools do the playbooks use?

Most playbooks work with Claude or ChatGPT. Each one lists the tools it needs, the time it saves as an estimate, and the mistakes to watch for.

Who are the playbooks for?

Customer service, Sales and leads, Operations and admin, Content and social, SEO, Local marketing, AI search visibility, Reporting.