[ PACK LIBRARY / PACK 04 ]
Business Operations
Strategy, finance, legal, and execution cadence.
40 PLAYBOOKS — 3 OPEN AS FREE SAMPLES
The sample playbooks below are open in full. Unlock the pack once and every playbook here becomes readable, updates included.
BLUEPRINTS/ 5
- BLUEPRINTLOCKED
Run a full quarterly planning cycle: OKRs to roadmap to sprint to retro
Wags runs an entire quarter end to end — objectives, roadmap, sprint cadence, and the retro loop — routed into Linear as real issues, forcing the brainstorm-to-measurable-KR pipeline so what lands in the tracker is a set of measurable key results with owners and issues attached.
- BLUEPRINTLOCKED
Get audit-ready for SOC 2: gap analysis to policy to evidence to handoff
Anthony and Paul map the controls, draft the policies, organize the evidence, and rehearse the auditor walkthrough so you reach the audit with the control set already evidenced and documented. Explicitly scopes agents out of production access, since un-scoped agent access is now one of the most common audit exceptions. Gets you audit-ready; a licensed CPA firm still issues the report.
- BLUEPRINTLOCKED
Stand up a self-managing agent org with budget gates and onboarding
Chief, Milton, and Martha stand up the same heartbeat-delegation, budget-gate, and agent-onboarding system bOpen runs internally, scoped to your company and wired to your own tools so it runs real operations on day one.
- BLUEPRINTLOCKED
Build a recurring investor-ready reporting engine
Milton, Tina, and Chief turn metrics into a narrative, a deck, a board cadence, and a running data appendix you can defend, so the update becomes a repeatable process the team can run each quarter. It's built as the operator's first draft to restructure and sign off on before anything reaches investors.
- BLUEPRINTLOCKED
Validate and launch into a new market segment
Wags and Caal run the full strategic chain — PESTLE scan, market sizing, ICP, GTM strategy, launch — so entering a new segment is a validated decision that arrives already routed into an executable plan with owners.
FEATURES/ 7
- FEATURELOCKED
Stand up a meeting-to-action-item pipeline with real owners and deadlines
Tina captures commitments and Wags routes every one into Linear with a real owner and a real deadline, fixing the 44%-of-action-items-never-done problem by giving every commitment a single system of record where it can be tracked to done.
- FEATURELOCKED
Build a real-time cost dashboard across Anthropic, Vercel, and Railway
Milton wires a live burn-rate view across your AI and infra spend so you know the number before the invoice surprises you. The dashboard covers our own AI/infra spend; general-ledger data still has to be supplied.
- FEATURELOCKED
Set up a Linear-native sprint cadence with automatic retro capture
Wags wires a sprint cadence into Linear where the retro is a scheduled step in the cycle, so the team's process keeps improving on a fixed rhythm even under deadline pressure.
- FEATURELOCKED
Stand up an on-demand legal document pipeline
Anthony turns around routine legal paperwork — NDA, privacy policy, ToS, DPA — same day, without a lawyer on retainer for every request. Each document is a first draft for your counsel to review before signing, and novel matters still go to a lawyer.
- FEATURELOCKED
Build a structured hiring loop with scorecards and calibration
Wags and Tina replace gut-feel interviewing with a scorecard-and-calibration system that raises inter-rater reliability, delivered as a reusable template and interview cadence you run in your existing ATS.
- FEATURELOCKED
Set up a competitive-intelligence feed with battlecards and sentiment
Parker and Caal keep battlecards and sentiment tracking current from real market signal, so a rep pulling a battlecard before a deal sees the competitor's latest moves and messaging already reflected in it.
- FEATURELOCKED
Set up an internal-comms system with scheduled digests
Martha runs company announcements and scheduled digests on a set cadence, each cleared through a de-AI pass so the writing reads like a person on the team sent it.
TASKS/ 18
- TASKLOCKED
Draft a build-ready PRD for a new feature
Wags produces a build-ready product spec in one sitting and routes it into Linear as structured issues, so engineering opens the sprint with acceptance criteria and scope already written down.
- TASKLOCKED
Run a prioritization pass on the backlog
Wags produces a ranked backlog using a real framework like RICE or MoSCoW, with the score behind each item visible and reflected directly in Linear.
- TASKLOCKED
Write customer-ready release notes for a shipped feature
Wags turns a shipped change into customer-ready release notes without a separate writing pass, pulled from the Linear issues that shipped.
- TASKLOCKED
Summarize a meeting transcript into decisions and owners
Tina turns a transcript into a single source of truth for what was actually decided and who owns what, resolving vague next-week references into concrete owners.
- TASKLOCKED
Draft a tight exec-readable status update
Tina produces a who-what-and-how exec update — a scannable status brief a busy exec can read in under a minute and act on.
- TASKLOCKED
Run a cohort retention analysis for the board deck
Milton produces a real cohort retention chart with week-over-week curves, ready to drop into the board deck. Assumes the buyer supplies query access or exported data.
- TASKFREE SAMPLE
Run a monthly Anthropic, Vercel, and Railway cost report
Milton reports exactly what you spent and on what, every month, without manual reconciliation — so infra and AI burn is a number you already know before the invoice arrives.
- TASKLOCKED
Run a SOC 2 gap analysis
Anthony tells you exactly which controls are missing before you ever talk to an auditor, so the readiness work is scoped and dated at the start of the program.
- TASKLOCKED
Write or update a privacy policy
Anthony produces a compliant policy without a billable-hours legal review for a routine update, framed as a first draft for counsel to confirm.
- TASKLOCKED
Draft an NDA for a new vendor or partner
Anthony turns around same-day paperwork for a routine deal, so a standard NDA doesn't wait on outside counsel.
- TASKLOCKED
Run a clarity pass on an external-facing document
Wags polishes an external-facing document for grammar and clarity and runs it through a de-AI pass, so it reads clean and human without a separate editing round.
- TASKLOCKED
Triage the inbox and prep for a board meeting
Tina pulls the relevant threads, docs, metrics, and open questions so you walk into the board meeting with the full picture already assembled the day before.
- TASKLOCKED
Run a weekly competitor and market scan
Parker pulls a cited weekly read on competitor moves and market sentiment from real social signal, so positioning reacts to what's actually happening.
- TASKLOCKED
Run a SWOT analysis ahead of a board strategy session
Wags produces a structured strategic input the board can actually work from, ahead of a strategy session.
- TASKLOCKED
Run a pre-mortem before a major launch
Wags surfaces the likely failure modes before the launch, so the plan carries a mitigation for each one the team can point to when something wobbles.
- TASKLOCKED
Draft a lean canvas for a new product idea
Wags produces a one-page validation of a new idea before committing resources, so a concept gets stress-tested on paper first.
- TASKLOCKED
Run a TAM/SAM/SOM market-sizing exercise
Wags produces a defensible market-size number for the deck, with every assumption behind the TAM/SAM/SOM figures shown so an investor can check the math.
- TASKLOCKED
Build a pricing-strategy one-pager
Wags produces a defensible pricing rationale covering tiers, the value metric, packaging, and the offer structure, each choice tied to a reason you can defend in a pricing review.
CHAINS/ 5
- CHAINFREE SAMPLE
Chief to Wags to Milton: quarterly plan to sprint execution to budget
Chief sets the objectives, Wags turns them into a costed sprint plan in Linear, and Milton reconciles the budget, so the quarter's strategy lands as funded issues a team can start on Monday.
- CHAINLOCKED
Tina to Anthony to Martha: meeting risk to policy to broadcast
A compliance risk raised in a meeting doesn't die in the notes: Tina flags it, Anthony drafts the policy, and Martha broadcasts the update — so the issue becomes policy and gets communicated.
- CHAINLOCKED
Wags to Caal to Parker: feature idea to GTM to competitive validation
A new feature idea gets stress-tested against the market before a line of code: Wags shapes the opportunity, Caal frames the go-to-market, and Parker validates it against real competitors.
- CHAINLOCKED
Milton to Chief to Tina: cost anomaly to reprioritization to investor note
A spend spike gets explained to investors before they ask: Milton catches the anomaly, Chief reprioritizes, and Tina turns it into an investor-ready communication.
- CHAINLOCKED
Anthony to Paul to Milton: SOC 2 gap to control validation to funded remediation
A compliance gap becomes funded remediation work: Anthony finds the gap, Paul validates the technical control, and Milton budgets the fix so the work has money and an owner attached.
FOUNDATIONS/ 5
- FOUNDATIONLOCKED
Company profile: mission, stage, metrics, org chart
A fill-in-the-blank profile every agent reads before any task, so the whole staff starts from the same picture of the company's mission, stage, metrics, and org chart.
- FOUNDATIONLOCKED
Compliance profile: frameworks, data handled, vendors, DPA status
Anthony and Paul document the frameworks pursued, data handled, vendor list, and DPA status, so legal and security work starts from one current record both teams cite.
- FOUNDATIONLOCKED
Ops cadence manifest: meeting rhythm, planning cycle, reporting cadence
Wags and Tina document the actual meeting rhythm, planning-cycle length, reporting cadence, and tools of record, so planning playbooks run on the schedule your team already keeps.
- FOUNDATIONFREE SAMPLE
Financial profile: budget ceilings, approval thresholds, cost centers
Milton documents budget ceilings, approval thresholds, cost centers, and sign-off owners, so cost reporting and budget chains route through your real approval structure.
- FOUNDATIONLOCKED
Investor and board profile: composition, format preferences, cap table basics
Chief and Tina document board composition, reporting-format preferences, cap-table basics, and meeting frequency, so board and investor updates match the format your specific board expects. Cap-table facts are filled in manually.