Playbooks

Workflow Automation 1-2 hours

Master Workflow Automation with Make

The complete guide to Make automation. Build production workflows that save 20+ hours per week.

Beginner

AI Integration 2-3 hours

Build an AI Customer Support Chatbot

Learn to build a customer support chatbot that actually works. Step-by-step guide from setup to deployment.

Intermediate

Lead Management 45 min

Recovering Leads Lost to Deduplication: A Playbook

Recover suppressed leads, correct CRM deduplication rules, and add regression tests and monitoring to prevent future silent lead loss.

Intermediate

AI Reliability 45 min

Reliable LLM Assistant Outputs: A Diagnosis and Fix Playbook

Diagnose stale, blank, or wrong LLM assistant responses across caching, retrieval, prompt assembly, and post-processing, then fix and monitor them.

Intermediate

Reliability Engineering 45 min

Reliable Scheduled Reminders: An Incident Response Playbook

Diagnose and recover missed, duplicate, or mistimed reminders using read-only evidence, targeted fixes, and regression checks.

Intermediate

Workflow Reliability 45 min

The No-Silent-Drops Workflow Playbook

Diagnose missing or incomplete downstream records, fix the failing workflow stage, and verify recovery without duplicates.

Intermediate

Data Integration 45 min

The Cross-System Price Discrepancy Playbook

Trace price discrepancies across storefront, ERP, POS, and shelf-label systems to find the wrong hop, last writer, and least invasive fix.

Intermediate

Reliability Engineering 45 min

Restoring Browser Extension Backend Calls: A Playbook

Diagnose and fix extension auth and generation failures by checking responses, cookies, CORS, team key isolation, and provider errors.

Intermediate

Mobile Navigation 45 min

Reliable Notification Deep-Link Landing Playbook

A triage and repair workflow for ensuring notification taps reliably open and render the exact referenced item.

Beginner

In-App Purchases 45 min

Restoring Premium After In-App Purchase Failures: A Playbook

A diagnostic and recovery workflow for purchases that fail to unlock premium, covering store configuration, backend validation, and restore failures.

Advanced

Automation Reliability 45 min

Silent Automation Outage Triage Playbook

A read-first triage process for finding, mitigating, verifying, and preventing silent automation outages.

Advanced

SMS Deliverability 45 min

SMS Deliverability Triage Playbook

Diagnose SMS delivery failures by checking suppression, A2P 10DLC approval, throttling and reputation, and opt-in capture before applying fixes.

Intermediate

AI Automation 45 min

Reliable LLM JSON for Production Automations: A Playbook

A repeatable approach to machine-readable LLM output using low temperature, consumer-driven schemas, explicit defaults, validation, and retries.

Intermediate

Reliability Engineering 45 min

Surviving n8n Task-Runner Outages: A Reliability Playbook

A repeatable approach to detect n8n task-runner failures, remove Code-node dependencies from critical paths, and diagnose resource limits.

Intermediate

Booking Automation 45 min

Wrong-Time Booking Agent: Availability Triage Playbook

A step-by-step triage for diagnosing wrong, inconsistent, shifted, or double-booked availability in voice and chat booking agents.

Intermediate

Data Integrity 45 min

The CRM Data-Integrity Triage Playbook

A repeatable triage workflow for diagnosing, containing, repairing, and verifying CRM data failures after automations run.

Intermediate

Integration Reliability 45 min

Case-System Sync Failure Triage Playbook

Triages missing or stuck PracticePanther syncs by blast radius and root cause, using read-only diagnostics before increasingly invasive fixes.

Intermediate

OCR 45 min

OCR Extraction Accuracy Triage Playbook

A repeatable process to diagnose OCR field errors, contain bad data, select fixes, and verify recovery against real documents.

Intermediate

Notification Routing 45 min

Routing Alerts to the Right People: A Notification Playbook

Triage notification routing config for wrong recipients, quiet hours, test-mode leaks, and bulk-send storms without changing code.

Intermediate

CRM Operations 45 min

Bulk Sync Deduplication and Merge Triage Playbook

A read-only-first workflow for diagnosing CRM duplicates, conversion field loss, record conflicts, and write-path sequencing issues.

Intermediate

Integration Reliability 45 min

Post-Deploy Downstream Integration Triage Playbook

A scope-first triage for isolating post-change failures across configuration, webhook wiring, downstream effects, and environment isolation.

Intermediate

PDF Rendering 45 min

PDF Render-Fidelity Triage Playbook

Diagnose generated PDF mismatches by separating data errors, unsupported design effects, and renderer limitations before choosing a mitigation.

Intermediate

Web Performance 45 min

Triaging Main-Thread Browser Freezes: A Playbook

A repeatable workflow to diagnose main-thread browser freezes, choose workload-specific mitigations, and validate fixes with performance traces.

Intermediate

Scope Management 45 min

The Quick-Tweak Scope Triage Playbook

Classify small change requests by blast radius, then choose mitigations from tighter requirements to re-scoping as a net-new feature.

Intermediate

Integration Reliability 45 min

Silent Integration Failure Triage Playbook

Triage silent integration failures by checking live payloads, parser expectations, and credential scope before choosing a mitigation.

Intermediate

Media Performance 45 min

Property Image Performance Triage Playbook

A triage workflow for isolating slow, failed, or mis-rendered property images across database, storage, read-path, and feed issues.

Intermediate

AI Reliability 45 min

The AI Agent Invented an Answer: A Hallucination Containment Playbook

Contain false AI agent outputs, trace them to data, memory, or unsupported judgments, then re-ground the agent and verify the fix.

Intermediate

AI Operations 45 min

AI Cost or Latency Spike Triage Playbook

Triage AI workflow cost and latency spikes by reducing unnecessary calls, trimming model payloads, and right-sizing the model tier.

Intermediate

AI Operations 45 min

Restoring Failed AI Generation: A Triage Playbook

A read-only triage sequence for diagnosing AI generation outages across scope, provider keys, quotas, prompt syncing, and response parsing.

Intermediate

AI Security 45 min

Containing Client-Side AI Provider Keys: A Playbook

A containment and migration process for exposed AI provider keys, from rotation and abuse checks to a backend that enforces auth and tenant isolation.

Intermediate

AI Automation 45 min

Preventing Silent AI Write Failures: A Playbook

Gate AI success confirmations on verified writes, validate payloads, and surface failed or empty writes instead of reporting false success.

Intermediate

LLM Reliability 45 min

Hardening LLM JSON Output Contracts: A Playbook

Enforce structured output, add defensive parsing and retries, and gate rendering so malformed LLM JSON cannot reach downstream consumers.

Intermediate

Code Review 45 min

Shipping Vibe-Coded Changes: The Pre-Merge Review Gate

A risk-based pre-merge gate for reviewing and live-testing AI-assisted code across security, error paths, and behavior changes.

Intermediate

Data & Analytics 3-4 hours

AI-Powered Document Data Extraction

Extract data from any document format using AI. Invoices, contracts, receipts - all automated.

Advanced