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The AI Agent Playbook Library.

Real workflows your Margin AI Chief of Staff can run. Browse use cases, unlock the details, and start delegating today.

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50+
Playbooks
8
Categories
Weekly
New additions
Showing 8 playbooks
✉
Trending
Draft & Send a Weekly Newsletter
Your agent researches industry trends, drafts a branded newsletter, schedules it in your ESP, and tracks open rates automatically.
Weekly Content + Email CoS + 3 agents
Skill Newsletter Drafting
Frequency Every Monday, 8am
Agents CoS + 3 sub-agents
Tools Beehiiv, Notion, Slack
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📈
Popular
Daily Pipeline Health Check
Agent scans your CRM every morning, flags stale deals, surfaces next actions, and posts a pipeline summary to Slack before your first meeting.
Daily Sales + Analytics CoS + 2 agents
Skill Pipeline Analysis
Frequency Daily, 7:30am
Agents CoS + 2 sub-agents
Tools HubSpot, Slack
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💰
New
Automated Expense Categorization
Agent pulls transactions from your bank feed, categorizes them against your chart of accounts, flags anomalies, and syncs to your bookkeeping tool.
Daily Finance Finance Agent
Skill Expense Sorting
Frequency Every evening
Agent Type Finance Ops
Integrations Mercury, QBO
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👁
Trending
Weekly Competitor Intelligence Brief
Agent monitors competitor websites, pricing pages, job boards, and social channels, then delivers a concise brief every Friday with strategic takeaways.
Weekly Marketing + Strategy Research Agent
Skill Competitive Intel
Frequency Every Friday, 9am
Agent Type Strategy Ops
Integrations Slack, Notion
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📄
New
Auto-Generate Statements of Work
After a sales call, agent pulls notes from the transcript, generates a branded SOW with scope, timeline, and pricing, and drops it into your Google Drive for review.
On-demand Ops + Sales Delivery Agent
Skill Document Generation
Frequency Post-call trigger
Agent Type Delivery Ops
Integrations Fathom, GDrive
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📱
Popular
Repurpose Content for Social
Agent takes your long-form content (blogs, podcasts, videos), extracts key insights, and generates platform-native posts for LinkedIn, X, and threads.
Per publish Content + Growth Content Agent
Skill Content Repurposing
Frequency Event-triggered
Agent Type Content Ops
Integrations Notion, Buffer
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👋
New Hire Onboarding Coordinator
Agent triggers on a new hire date, sends welcome sequences, provisions tool access checklists, schedules 1:1s, and tracks completion across the first 30 days.
Event-based People + Ops People Agent
Skill Onboarding Flows
Frequency Per new hire
Agent Type People Ops
Integrations Slack, Notion, GCal
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📊
Trending
Auto-Build Weekly KPI Dashboard
Agent pulls data from Stripe, GA4, CRM, and ad platforms, builds a formatted KPI report, highlights trends, and emails it to leadership every Monday.
Weekly Data + Reporting Analytics Agent
Skill KPI Reporting
Frequency Every Monday, 6am
Agent Type Analytics Ops
Integrations Stripe, GA4, Sheets
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✉
Trending Content + Email
Draft & Send a Weekly Newsletter
Your Margin agent researches industry trends, drafts a fully branded newsletter in your voice, schedules it through your ESP, and monitors performance. Every week, on autopilot.
Skill Newsletter Drafting
Frequency Every Monday, 8am
Agents 1 orchestrator + 3 sub-agents
Est. Time Saved 3-4 hrs/week
Agents
Who runs this playbook
Your Chief of Staff orchestrates the entire playbook, delegating specific tasks to specialized sub-agents. Each sub-agent owns a part of the workflow and reports back to the Chief of Staff before the next step kicks off.
CoS
Orchestrator
Chief of Staff
Manages the full playbook execution, delegates tasks to sub-agents, handles approvals, and ensures every step completes before moving to the next.
Always on
Delegates to
🔎
Sub-Agent
Research Analyst
Scans RSS feeds, social platforms, and competitor content to surface the most relevant trending topics for your audience.
Step 1: Research Step 6: Analytics
✍
Sub-Agent
Content Writer
Drafts the full newsletter in your brand voice, including subject lines, section copy, and CTAs. Trained on your past editions and style guide.
Step 2: Voice Pull Step 3: Drafting
📤
Sub-Agent
Distribution Manager
Pushes the finalized newsletter to your ESP, optimizes send time based on historical data, and handles scheduling and delivery confirmation.
Step 5: Send Step 4: Review
Workflow
How this playbook runs, step by step
Every Monday morning, your agent executes this entire workflow without any manual input. Each step builds on the last, creating a complete newsletter pipeline from research to send.
1
Research trending topics
Agent scans your pre-configured sources: industry RSS feeds, competitor blogs, relevant subreddits, and X/LinkedIn trending topics in your niche. It ranks relevance against your audience profile and selects the top 3-5 topics.
Web Search RSS Parser Relevance Scoring
2
Pull your brand voice and past editions
Agent pulls your brand guidelines, tone-of-voice doc, and your last 5 newsletters from Notion. It analyzes patterns in your writing: sentence length, vocabulary, formatting preferences, and section structure.
Notion API Voice Analysis
3
Draft the newsletter
Using the researched topics and your voice profile, the agent writes a complete newsletter draft: subject line options, preview text, intro hook, topic sections with commentary, and a CTA. Everything formatted for your template.
Content Generation Template Engine
4
Review checkpoint (optional)
If you have review mode enabled, the agent drops the draft into a shared Notion page and pings you on Slack with a summary. You can approve, request edits, or let it auto-send after a 2-hour window.
Slack Notification Approval Flow
5
Schedule and send via ESP
Agent pushes the finalized newsletter to Beehiiv (or your connected ESP), applies your template, sets the optimized send time based on historical open-rate data, and schedules it.
Beehiiv API Send-Time Optimization
6
Track performance and log insights
24 hours post-send, the agent pulls open rate, click rate, and unsubscribe data. It logs a performance summary in your Notion dashboard and adjusts future topic selection based on what resonated.
Analytics Pull Notion Logging Learning Loop
Automation
How it fits into your stack
This playbook runs as a scheduled automation with optional human-in-the-loop checkpoints. Here's the trigger/action flow:
⏰ Cron: Monday 8am → 🔎 Research Topics → ✍ Draft Content → 💬 Approval? → 📤 Send via ESP → 📈 Log Metrics
⏰
Trigger
Scheduled Cron Job
Runs every Monday at 8:00am in your local timezone. The schedule is fully configurable. Some teams run this Wednesday + Friday for a twice-weekly cadence.
💬
Condition
Human Review Gate (Optional)
If review mode is on, the agent waits for your approval via Slack before sending. If you don't respond within 2 hours, it either auto-sends or holds based on your preference.
📤
Action
Multi-step Execution
The agent chains research, drafting, ESP push, and analytics tracking into a single run. If any step fails (e.g., ESP API timeout), it retries twice, then notifies you via Slack with the error context.
Tools & Integrations
What this playbook connects to
📑
Notion
Knowledge Base
📨
Beehiiv
Email Platform
💬
Slack
Notifications
🌐
Web Search
Research
📊
Analytics
Performance
📚
RSS Feeds
Content Source

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