Agency
Playbooks
Ready-to-run AI workflows built for software agencies. Each playbook turns a few inputs into a structured brief you can act on immediately inside Platfio — no prompt engineering required.
15 playbooks available
Sales Playbook
Software Proposal Generator
Stop spending hours scoping deals from scratch — generate a software proposal you can review, edit, and send in minutes.
WordPress Website Proposal for Healthcare
Generate a software proposal for a healthcare WordPress website, with patient-facing features, booking integration, and compliance-aware recommendations built in.
WordPress Website Proposal for Real Estate
Generate a software proposal for a WordPress real estate website, with property listings, IDX integration options, and lead capture built in.
Shopify E-commerce Proposal for Retail
Generate a software proposal for a Shopify retail store, with catalogue structure, payments, and fulfilment workflows built in.
Wix Website Proposal for Professional Services
Generate a software proposal for a Wix professional services website, with lead generation, service pages, and credibility-building features built in.
Webflow Website Proposal for Hospitality
Generate a software proposal for a Webflow hospitality website, with visual storytelling, booking integration, and a brand-first design approach built in.
Squarespace Website Proposal for Education
Generate a software proposal for a Squarespace education website, with course pages, enrolment flow, and content management built in.
Lovable App Proposal for Restaurants
Generate a software proposal for a Lovable restaurant app, with online ordering, menu management, and loyalty features built in.
Lovable App Proposal for Fitness & Gyms
Generate a software proposal for a Lovable fitness app, with class bookings, member management, and retention features built in.
Replit App Proposal for Logistics
Generate a software proposal for a Replit logistics app, with route management, real-time tracking, and field operations features built in.
Platfio App Proposal for Healthcare
Generate a software proposal for a Platfio healthcare app, with patient engagement, appointment scheduling, and delivery planning built in.
Shopify E-commerce Proposal for Hospitality
Generate a software proposal for a Shopify hospitality commerce experience, with gift cards, experience packages, and guest-facing features built in.
Platfio Web Portal Proposal for Construction
Generate a software proposal for a Platfio construction portal, with job tracking, subcontractor management, and document sharing built in.
Wix Website Proposal for Education
Generate a software proposal for a Wix education website, with course listings, instructor profiles, and a student enrolment flow built in.
Configure yourself
Start from scratch — fill in every field and generate a fully custom brief.
Operations Playbook
Client Onboarding Workflow Builder
Stop winging client kickoffs — generate an onboarding wizard you can edit and send to the client.