Playbook AI — Advisory Intelligence

Our answer to AI tools, automation frameworks, and AI advisors / Chief Agents designed to help businesses run on their own. We provide strategic, data-driven advisory backed by actionable execution through marketing automation, funnel instrumentation, and growth campaigns that drive measurable results.

End-to-end business strategy and execution guidance. Custom-trained on growth, product, and automation best practices. Execution-ready—not just for ideas, but for building and running workflows. Continuously updated with the latest tools, tactics, and AI capabilities.

Optimizing prompts for better AI output. Designed to help you craft more effective prompts, get better results from AI tools, and build a systematic approach to prompt engineering across your organization.

Designing and deploying automation systems. Helps you build end-to-end automation workflows, integrate tools like n8n, Taskade, and Zapier, and create execution guides for streamlining workflows across marketing, product, and operations.

Real-world-tested workflows, product reviews, and automation blueprints. Tool deep dives, comparisons, and practical guides for AI, automation, and growth tools. Curated affiliate and partner tools with transparent notes on free, paid, and open-source options. Daily tools and resources for running your business efficiently.

Step-by-step blueprints for streamlining workflows across marketing, product, and operations. Execution guides for automating tools effectively. Use cases showing where AI tools and automation tools fit best. Integration ideas showing how tools connect with n8n, Taskade, Zapier, and other platforms to maximize efficiency.

Analyze and optimize user journeys from signup to KYC completion. Minimize drop-offs through funnel analysis, event instrumentation, and multi-channel engagement (Push/WhatsApp/Email) campaigns designed to convert installs into active investors.

Design campaigns and flows to drive investment intent and first transactions. Build behavioral segments for MF, Stocks, and FO users. Create churn prediction models, dormant user re-engagement flows, and personalized portfolio nudges to maximize repeat usage and CLTV.

Advise on product experience gaps, feature hierarchy, and UX friction points. Optimize first-time user experience (FTUE), splash screens, and login flows. Run hypothesis-driven A/B tests, create growth playbooks for bear/bull markets, and execute campaigns aligned with measurable KPIs.