Resources · Playbooks

Playbooks from real builds, ready to run

Step-by-step implementation guides from our client work — real code, copy-paste prompts, and the pitfalls we already hit. Every playbook is free to read.

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Production Approvals: n8n Human-in-the-Loop Tool Gates
Approvals
45–90 minutes

Production Approvals: n8n Human-in-the-Loop Tool Gates

Require human approval before an n8n AI Agent runs write tools — Slack review, real parameter display, timeouts, and deny handling for production CRM and messaging actions.

Intermediate
Business MCP Starter Pack
AI Agents
45–90 minutes

Business MCP Starter Pack

Wire HubSpot remote MCP, Slack, Sheets, and read-only Postgres into Claude with a read-first allow-list and APPROVE-gated writes.

Intermediate
Recovering Leads Lost to Deduplication: A Playbook
Lead Management
45 min

Recovering Leads Lost to Deduplication: A Playbook

Recover suppressed leads, correct CRM deduplication rules, and add regression tests and monitoring to prevent future silent lead loss.

Intermediate
Reliable LLM Assistant Outputs: A Diagnosis and Fix Playbook
AI Reliability
45 min

Reliable LLM Assistant Outputs: A Diagnosis and Fix Playbook

Diagnose stale, blank, or wrong LLM assistant responses across caching, retrieval, prompt assembly, and post-processing, then fix and monitor them.

Intermediate
Reliable Scheduled Reminders: An Incident Response Playbook
Reliability Engineering
45 min

Reliable Scheduled Reminders: An Incident Response Playbook

Diagnose and recover missed, duplicate, or mistimed reminders using read-only evidence, targeted fixes, and regression checks.

Intermediate
The No-Silent-Drops Workflow Playbook
Workflow Reliability
45 min

The No-Silent-Drops Workflow Playbook

Diagnose missing or incomplete downstream records, fix the failing workflow stage, and verify recovery without duplicates.

Intermediate
The Cross-System Price Discrepancy Playbook
Data Integration
45 min

The Cross-System Price Discrepancy Playbook

Trace price discrepancies across storefront, ERP, POS, and shelf-label systems to find the wrong hop, last writer, and least invasive fix.

Intermediate
Restoring Browser Extension Backend Calls: A Playbook
Reliability Engineering
45 min

Restoring Browser Extension Backend Calls: A Playbook

Diagnose and fix extension auth and generation failures by checking responses, cookies, CORS, team key isolation, and provider errors.

Intermediate
Reliable Notification Deep-Link Landing Playbook
Mobile Navigation
45 min

Reliable Notification Deep-Link Landing Playbook

A triage and repair workflow for ensuring notification taps reliably open and render the exact referenced item.

Beginner
Restoring Premium After In-App Purchase Failures: A Playbook
In-App Purchases
45 min

Restoring Premium After In-App Purchase Failures: A Playbook

A diagnostic and recovery workflow for purchases that fail to unlock premium, covering store configuration, backend validation, and restore failures.

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Inside every playbook

Written from the build, not the brochure

Each playbook comes out of a real client implementation — so you get what we actually shipped, including the parts that went wrong first.

  1. 01

    Step-by-step implementation

    The build in the order we actually shipped it for a client.

  2. 02

    Real code

    Working snippets from production, not pseudo-code.

  3. 03

    Copy-paste prompts

    The exact prompts and configs, ready to drop in.

  4. 04

    The pitfalls we hit

    What broke the first time — so it does not break for you.

From playbook to production

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We implement these exact playbooks for clients — tailored to your stack, your data, and your team's workflow, and handed over documented.

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