Real-World Playbook Examples

Fifteen ready-to-adapt ideas. Each shows the step types, difficulty, and what it produces.

Difficulty: 🟢 Beginner (1–2 steps) · 🟡 Intermediate (3–5 steps) · 🔴 Advanced (5+ steps or external auth)

Customer Ops

1. Welcome email drafter 🟢

Generates a personalised welcome email for a new client.

Steps: ai_prompt → export_output
Inputs: client_name, service_name
Output: HTML email draft ready to copy-paste

yaml

steps:
  - name: Draft email
    step_type: ai_prompt
    output_key: email_draft
    config:
      instruction: |
        Write a warm, professional welcome email to {{.inputs.client_name}}.
        They have signed up for {{.inputs.service_name}}.
        Keep it under 150 words. Use "you" not "Dear Sir/Madam".
  - name: Format
    step_type: export_output
    output_key: email_html
    config:
      input_key: email_draft
      format: html

2. Weekly client update 🟡

Pulls project tasks from Odoo, generates a status update, waits for approval before sending.

Steps: odoo_read → ai_prompt → request_approval
Trigger: Schedule (Thursday 17:00)
Output: Approved status update text

3. Proposal first draft 🟡

Reads a CRM opportunity from Odoo and generates a proposal outline.

Steps: odoo_read → knowledge_lookup → ai_prompt → generate_presentation
Inputs: opportunity_id
Output: PPTX proposal deck

4. Onboarding checklist 🟢

Turns a set of client answers into a structured onboarding checklist.

Steps: llm_extract → create_knowledge_file
Inputs: intake_notes (free-form text from intake call)
Output: Structured checklist saved to knowledge base

Content

5. SEO brief from keyword 🟢

Generates a full SEO content brief for a given keyword.

Steps: ai_prompt → create_knowledge_file
Inputs: keyword, target_audience
Output: Brief saved to knowledge base for the content team

Turns an existing article into three social media posts.

Steps: knowledge_match → ai_prompt → export_output
Inputs: article_tag
Output: Three LinkedIn/Twitter/Facebook variants

Picks the most relevant knowledge files for a topic and drafts a newsletter section.

Steps: knowledge_lookup → ai_prompt → humanize → export_output
Inputs: topic, word_count
Output: Human-sounding newsletter section in HTML

Data & Reporting

8. BQ data summary 🟡

Asks a natural language question against BigQuery and writes a plain-English answer.

Steps: ask_data → ai_transform → export_output
Inputs: question
Output: Business-readable answer with key numbers highlighted

9. Odoo opportunity report 🟡

Pulls all open CRM opportunities and generates a one-page pipeline report.

Steps: odoo_read → ai_prompt → generate_presentation
Trigger: Schedule (Monday 08:00)
Output: PPTX deck with pipeline overview

Internal / Ops

10. Meeting notes → Odoo tasks 🟡

Extracts action items from meeting notes and creates them as Odoo tasks.

Steps: llm_extract → odoo_bulk_create
Inputs: meeting_notes (free-form text)
Output: Odoo tasks created for each action item

11. Release notes drafter 🟢

Takes a list of features and drafts human-readable release notes.

Steps: knowledge_match → ai_prompt → export_output
Inputs: version, changes_summary
Output: Release notes in HTML

Integrations (public APIs)

12. Weather briefing 🟢

Fetches today's weather and writes a friendly summary.

Steps: local_api_get (Open-Meteo) → ai_prompt
No credentials needed
Output: 2-sentence weather briefing

Full walkthrough: Advanced Example

13. Currency rate alert 🟡

Checks a currency rate and sends a Slack notification if it crosses a threshold.

Steps: local_api_get → validate_gate → webhook_action
Trigger: Schedule (every 4 hours)
Output: Slack message if EUR/USD crosses target

yaml

steps:
  - name: Fetch rate
    step_type: local_api_get
    output_key: rates
    config:
      url: "https://open.er-api.com/v6/latest/EUR"

  - name: Check threshold
    step_type: validate_gate
    output_key: gate
    config:
      input_key: rates
      condition: "rates.rates.USD < 1.05"

  - name: Notify Slack
    step_type: webhook_action
    output_key: sent
    config:
      url: "https://hooks.slack.com/services/YOUR_WEBHOOK"
      payload_key: gate

14. Form submission → CRM 🟡

Converts a web form submission (webhook payload) into an Odoo CRM lead.

Steps: llm_extract → odoo_bulk_create
Trigger: Event (webhook from form tool)
Output: Odoo lead created with extracted fields

15. Daily portfolio summary 🔴

Fetches prices for a list of assets, computes totals, and writes a daily digest.

Steps: local_api_get → ai_transform → ai_prompt → create_knowledge_file
Trigger: Schedule (daily 08:00)
Output: Daily digest saved to knowledge base

The Studio team would love to feature real-world playbooks from the community. Contact us via studio.taufinity.io.

Real-World Playbook Examples ​

Customer Ops ​

1. Welcome email drafter 🟢 ​

2. Weekly client update 🟡 ​

3. Proposal first draft 🟡 ​

4. Onboarding checklist 🟢 ​

Content ​

5. SEO brief from keyword 🟢 ​

6. Social post from article 🟢 ​

7. Newsletter section 🟡 ​

Data & Reporting ​

8. BQ data summary 🟡 ​

9. Odoo opportunity report 🟡 ​

Internal / Ops ​

10. Meeting notes → Odoo tasks 🟡 ​

11. Release notes drafter 🟢 ​

Integrations (public APIs) ​

12. Weather briefing 🟢 ​

13. Currency rate alert 🟡 ​

14. Form submission → CRM 🟡 ​

15. Daily portfolio summary 🔴 ​

Have an example to share? ​