Library

Use AI at work this week.

36 playbooks, templates, checklists and worksheets for owners, finance and ops leads, marketers and engineers. Each one is a thing to do, with the steps, numbers and fill-in parts. 6 are free to read.

AI spend and ROI AI policy and governance Operations and back office Marketing with AI Building with Claude Code Team adoption and skills

AI spend and ROI

What you pay for AI, who uses it, and whether it earns its keep.

AI spend register templateTemplate · 15 min · MembersA spreadsheet layout for tracking every AI tool, owner, billing source, renewal date, seat count and monthly cost, with example rows and a 30-minute monthly review.Is this AI tool paying for itselfWorksheet · 20 min · MembersA per-tool ROI worksheet: estimate hours saved with a sanity check, work out cost per active user, grade the evidence and reach a keep, cut or watch decision.Monthly AI spend report for leadershipTemplate · 14 min · MembersA one-page monthly AI spend report: the sections, a filled-in example for a fictional 140-person company, and where to get each number.Negotiating AI vendor renewalsPlaybook · 18 min · MembersPrepare 60 days before an AI contract renews: the usage data to bring, the terms that are usually open to discussion, and email templates for each step.Seat audit checklist for AI toolsChecklist · 12 min · FreeFind idle and duplicate AI seats across every vendor in one afternoon: which exports to pull, what counts as idle, and how to choose between downgrading and cancelling.Setting AI API budgets and alertsPlaybook · 16 min · MembersGive each team a monthly AI API budget, split keys by project, set alert thresholds that catch problems early, and follow a one-page runbook when a key spikes.

AI policy and governance

Rules for staff, vendors and agents that hold up when someone asks.

Acceptable use policy for AI at workTemplate · 25 min · FreeA full AI acceptable use policy you can fill in today: approved tools, which data each tool may receive, banned uses, disclosure, output review and new-tool requests.AI data classification for staffWorksheet · 15 min · MembersA one-page table staff can follow: six data types, everyday examples, and which AI tools may receive each. Plus a 20-minute team meeting plan to roll it out.AI incident report and response runbookTemplate · 20 min · MembersWhat counts as an AI incident, a report form staff can fill in within minutes, and the steps for the first hour when data leaks, bad output ships or an agent goes out of scope.Approving a new AI toolChecklist · 20 min · MembersThe vendor questions to ask before staff put company data into a new AI tool, a scoring rule that turns the answers into a data-class decision, and who signs off.Giving an AI agent access to company systemsPlaybook · 25 min · MembersA vendor-neutral playbook for connecting an AI agent to email, files, CRM or code: its own identity, narrow scopes, read-only first, approval gates, logging, a kill switch and quarterly review.What to tell customers about your AI useChecklist · 20 min · MembersDisclosure points for your privacy notice, contracts, support replies and marketing, with a sample privacy-notice paragraph and support wording you can adapt.

Operations and back office

Recurring admin work, drafted by AI and checked by a person.

Chasing overdue invoices with AIPlaybook · 18 min · MembersTurn your A/R aging report into segmented, ready-to-review reminder emails in three escalating stages, with a pre-send check and a reply tracker.Month-end close with an AI assistantChecklist · 20 min · MembersA close checklist that marks which steps an AI assistant can draft, which stay with people, how to review each draft, and the prompt for each step.Payroll pre-check before you run payrollWorksheet · 20 min · MembersA worksheet for comparing this period's payroll preview to last period's, using AI to flag variances from two exports, with thresholds to set and a sign-off block.SOP writer prompt packTemplate · 15 min · MembersFive prompts that turn a screen recording transcript or rough notes into a standard operating procedure, plus an SOP template and a review checklist.Vendor contract renewal tracking with AIPlaybook · 18 min · MembersFind every vendor contract, have AI extract renewal dates, notice periods and auto-renew terms into one table, verify each row, and set reminders at 90, 60 and 30 days.Your first week using AI for admin workPlaybook · 15 min · FreeA five-day plan to move three recurring admin tasks onto an AI assistant, with a task-picking table, a prompt pattern, a checking routine and before/after timing.

Marketing with AI

Ads, email and creative, judged against your own numbers.

Creative brief for ad testsTemplate · 15 min · MembersA one-page brief for every ad test (hypothesis, audience, angle, hook, format, script beats, success metric, stop rule), two filled examples, and a prompt that drafts briefs from your winners.Google Ads search terms cleanupChecklist · 30 min · MembersA repeatable cleanup of the Google Ads search terms report: rules for adding negatives, picking match types, keeping brand and non-brand apart, and how often to do it.Responding to customer reviews with AITemplate · 12 min · MembersA drafting prompt and house rules for replying to 1 to 5 star reviews, a list of what never to say, escalation triggers, and a 20-minute review queue routine.The five email flows every small store should havePlaybook · 20 min · MembersWelcome, abandoned cart, browse abandonment, post-purchase and win-back flows: timing, email count, the job of each email, a drafting prompt, and how to measure against your own baseline.Weekly Meta ads review in 45 minutesPlaybook · 45 min · MembersA fixed weekly routine for Meta ads: the export to pull, five checks in order, kill/scale/test rules, and a prompt that has an AI assistant do the first pass on the numbers.Work out your break-even ROAS and CPAWorksheet · 20 min · FreeCalculate the ROAS and cost per order where your ads stop losing money, from your own margin, shipping, fees and returns, then use both numbers to judge every campaign.

Building with Claude Code

Setting up, reviewing and testing work done with coding agents.

A CLAUDE.md that worksTemplate · 12 min · FreeA full example CLAUDE.md for a small web app repo, with notes on what to leave out and how to keep the file accurate as the code changes.Claude Code permissions before you let it runChecklist · 20 min · MembersA checklist for the settings, allow and deny rules, secret handling and isolation to put in place before Claude Code runs commands in your repo with less supervision.Code review with Claude CodePlaybook · 15 min · MembersA review workflow, a reusable review command, the checks a person still does by hand, and four ways to stop the review turning into a rubber stamp.Should this be an agent, a script or a personWorksheet · 20 min · MembersScore a task on five factors to decide whether to automate it with a script, hand it to an AI agent, or keep a person on it. Five worked examples and the minimum controls for an agent.Writing a custom slash command or skillTemplate · 15 min · MembersA plain-instructions template for a Claude Code command, three worked examples (release notes, test gaps, migration check) and a way to test one before the team relies on it.Your first eval set for an AI featurePlaybook · 25 min · MembersBuild a 30-case test set from real inputs, grade each output pass or fail against written properties, and run it on every prompt change. Worked example: a support-reply drafter.

Team adoption and skills

Getting a team to use AI well, and telling real work from slop.

A 30-day AI rollout for a teamPlaybook · 15 min · MembersA week-by-week plan to get a team of 5 to 100 people using AI on real work: use cases, a two-hour kickoff, champions, office hours, prompt sharing and a day-30 review.AI skills check for hiring and reviewsTemplate · 20 min · MembersA 30-minute practical exercise for candidates or staff, with a rubric for task framing, verification and judgment about when not to use AI, plus example answers at each level.Measuring whether AI is helping your teamWorksheet · 25 min · MembersA worksheet for measuring AI's effect on your team's work: cycle time, rework, volume and quality spot checks, with a baseline, a sampling method and a monthly scorecard.Running a monthly AI show-and-tellPlaybook · 12 min · MembersA format for a 45-minute monthly session where staff demo real AI work, with an agenda, a sign-up template and a process for turning the best demos into shared prompts and procedures.Spotting AI slop before it shipsChecklist · 12 min · FreeA review checklist for AI-drafted documents, emails, code and reports, with the failure signs to look for and what to do when each check fails.Team prompt library templateTemplate · 20 min · MembersA shared prompt library structure with fields for inputs, checks, owner and last-tested date, ten worked entries across sales, support, ops and finance, and rules to keep it current.

All 36 pieces with AI Skills Academy · $49/mo

Every playbook, template, checklist and worksheet in the Library, and each new one as it's added
The full 30-lesson course, the Agent Authority Scanner and your evidence package
Six governed agents to download and run in Claude Code

Join · $49/mo What's in the Academy

Cancel any time from the billing link in your receipt.