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.
14 playbooks available
Sales Playbook
Create Proposal From Plan
Turn a Platfio plan and CRM context into a proposal the agency can review, price, and send.
Customer Success Playbook
Add Business Follow-Up Task
Create a concrete follow-up task on a Platfio business after checking existing tasks and notes.
Marketing Playbook
Agency Funnel Summary
Summarize the funnels configured in a Platfio agency and preview important or unclear funnel routes.
SDR Playbook
Business Lead Enrichment
Research a business lead on the web, enrich its Platfio CRM record, add useful notes, and create follow-up tasks.
Finance / Billing Playbook
Customer Lifetime Value Assessment
Assess a customer account from Platfio invoices, subscriptions, purchases, proposals, projects, tasks, and notes.
Account Executive Playbook
Discovery Notes To Follow-Up
Turn discovery notes into a Platfio business note and the right follow-up: task, plan, or proposal.
Product Manager Playbook
Discovery Notes To Plan Preview
Add discovery notes to a business, create or update a Platfio plan, and render a plan preview.
Customer Success Playbook
Draft Support Ticket Response
Draft a client-safe support ticket response from Platfio ticket history, notes, tasks, and business context.
SDR Playbook
New Business Lead Create And Enrich
Create a new Platfio business lead, research it, add extra notes, enrich contacts, and create a follow-up task.
SDR Playbook
Outbound Business Prospecting
Search the web for 10 outbound prospects, add them as Platfio businesses, and create useful notes and follow-up tasks.
Full Stack Engineering Playbook
Platform App Database Summary
Inspect a business, find its Platfio platform app, read key app database records, and summarize what the app does.
Customer Success Playbook
Portal Handover Preview
Inspect a Platfio business handover setup and render the portal handover preview before client handoff.
Project Manager Playbook
Signed Proposal To Project
Generate a Platfio project kickoff from a signed proposal, including tasks, handover checks, payment checks, and client communication.
Customer Success Playbook
Support Ticket History Review
Review a client business support history from Platfio tickets, messages, tasks, notes, and project context.