Resources · Playbooks

Playbooks from real builds, ready to run

Step-by-step implementation guides from our client work — real code, copy-paste prompts, and the pitfalls we already hit. Every playbook is free to read.

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Reliable LLM JSON for Production Automations: A Playbook
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
Surviving n8n Task-Runner Outages: A Reliability Playbook
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
Wrong-Time Booking Agent: Availability Triage Playbook
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
The CRM Data-Integrity Triage Playbook
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
Case-System Sync Failure Triage Playbook
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 Extraction Accuracy Triage Playbook
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
Routing Alerts to the Right People: A Notification Playbook
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
Bulk Sync Deduplication and Merge Triage Playbook
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
Post-Deploy Downstream Integration Triage Playbook
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 Render-Fidelity Triage Playbook
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
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Inside every playbook

Written from the build, not the brochure

Each playbook comes out of a real client implementation — so you get what we actually shipped, including the parts that went wrong first.

  1. 01

    Step-by-step implementation

    The build in the order we actually shipped it for a client.

  2. 02

    Real code

    Working snippets from production, not pseudo-code.

  3. 03

    Copy-paste prompts

    The exact prompts and configs, ready to drop in.

  4. 04

    The pitfalls we hit

    What broke the first time — so it does not break for you.

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