Every business has repeated work: how you handle an enquiry, onboard a customer, or run a weekly review. When these steps live in someone’s head, the business becomes harder to run.
A playbook turns repeated work into a simple guide. It should explain when to use it, who owns the work, the steps to follow, what information is needed, what good looks like, and what can go wrong. AI can help you create the first version. It can turn a rough process into a first draft. For example, you can write: “This is how we onboard a new client,” then add your messy steps and ask AI to structure it with checklist items and risks.
Use this prompt for your first draft: “Turn this process into a simple business playbook. Include purpose, when to use it, owner, step by step actions, checklist, risks, quality checks and review date. Keep it practical and easy for a small team to follow.” Then add your notes.
A playbook should make work easier, not heavier. Start with one page. Make it useful. Use it. Improve it when reality changes. AI can help you update and refine your playbooks as the business grows.
"Catalyst helps turn repeated work into playbooks, workflows and useful AI support. Foundation gives those playbooks a proper home so the business can use them again."
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