fist.chat
Log inGet early access
Log inGet early access

Playbooks

Start from a shape that already fits.

Each playbook is a first workflow, the skills that carry it, and the connectors it wants. You can start one without connecting anything and add tools later.

Agency new business

Design, marketing, and creative agencies

lead follow up

Every enquiry gets researched, qualified, and answered the same day.

How it runs

  1. Watch the new-business inbox for enquiries.
  2. Research the company and check it against your fit criteria.
  3. Draft a reply that asks only what is still unknown.
  4. Book the intro call once the prospect answers.
  5. Assemble a first-draft proposal from your template.

Skills it installs

  • Lead Qualifier — Ask smart questions, assess fit, and route to the right owner.
  • Meeting Booker — Find time, book, and confirm across calendars.
  • Proposal Drafter — Create proposals from your templates and your data.

Connectors it wants

gmail, googlecalendar, hubspot

Field service scheduling

Trades, maintenance, and installation businesses

meeting booking

Requests become confirmed jobs without a scheduling thread.

How it runs

  1. Take the job request from email or WhatsApp.
  2. Check real availability against travel and working hours.
  3. Confirm the slot and send the details.
  4. Chase the invoice on your ladder after the job closes.

Skills it installs

  • Meeting Booker — Find time, book, and confirm across calendars.
  • Inbox Triage — Sort, label, and draft replies that match your voice.
  • Invoice Follower — Nudge politely and escalate when needed.

Connectors it wants

gmail, googlecalendar, whatsapp

Professional services desk

Consultancies, accountants, and legal practices

inbox triage

A quiet inbox, current CRM, and a weekly brief you actually read.

How it runs

  1. Triage the shared inbox each morning.
  2. Answer internal questions from your own documents, with sources.
  3. Keep client records current after every touch.
  4. Send the Friday operating brief.

Skills it installs

  • Inbox Triage — Sort, label, and draft replies that match your voice.
  • Knowledge Finder — Search your documents and surface the right answer.
  • Weekly Operating Brief — One short brief on what moved and what slipped.

Connectors it wants

gmail, googledrive, slack

Or pick a single outcome.

Onboarding asks for one. You can change it later, and connectors stay skippable.

Get early access

First workflowThe outcome
Lead follow-upNew enquiries get a researched, on-brand reply and an owner before they go cold.lead-qualifier
Inbox triageThe shared inbox is sorted, labelled, and drafted every morning.inbox-triage
Meeting bookingRequests turn into confirmed calendar slots without a scheduling thread.meeting-booker
Proposal draftingA scoped proposal draft is ready from your template and the client's context.proposal-drafter
Invoice follow-upOverdue invoices get a polite nudge and an escalation path you approve.invoice-follower