The Library
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Sales Deal Agent
A deployable AI agent that reviews your sales calls, scores deals (MEDDIC), drafts follow-ups, and flags at-risk deals. Configure once, run after every call.
Commission forecast from listings under contract
Reads your pipeline of listings under contract and forecasts the next 90 days of commission income, with risk ratings on each settlement.
Deep Research: honest comparison of 3 to 5 tools I am evaluating
Deep Research compares 3 to 5 tools for your specific job-to-be-done with a feature reality table, AU pricing, what reviewers love and hate, lock-in risk, and a recommended pick.
Build a structured tender response in Word
Copilot builds a tender response from your evaluation criteria with one section per criterion, cover letter, mandatory info, and CHECK tags on every disqualifying risk.
Draft a plain-English service agreement in Word
Copilot drafts a plain-English service agreement in Word with 11 clauses, lawyer-check tags on risky clauses, and a cover note for the lawyer.
Weekly project status update from my Notion workspace activity
A Notion AI agent that reads the last 7 days of your project workspace activity and writes a 300-word weekly status update with shipped items, metrics, risks, and next-week tasks - all linked to real Notion pages.
Generate a contrarian take on a trending X discussion
A contrarian-post agent. Reads the live X thread on a trending topic through Grok, finds weak assumptions, then drafts three contrarian takes graded by risk.
Draft a reply to a viral X post in my brand voice
A reply-strategy agent. Reads the live X thread through Grok, identifies the over-served takes, then drafts three reply options in your brand voice with risk flags.
Workflow: customer success daily briefing
Generates a daily briefing for CSMs covering at-risk accounts, expansion signals, and tasks.
Write a customer success email
Drafts a customer success email that drives adoption and surfaces expansion or risk.
Build a procurement Q&A response
Drafts answers to a procurement questionnaire covering security, compliance, and vendor risk.
Write a renewal pitch
Drafts a renewal pitch that reinforces value, surfaces expansion, and reduces churn risk.
Workflow: churn-risk early warning + save plays
Identifies at-risk customers from usage signals and triggers tailored save plays.
Write community engagement responses
Drafts on-brand responses for common community moments (kudos, complaints, questions, churn risks).
Run an open source license audit
Audits a codebase for open source licenses to identify compliance obligations + risks.
Build a multi-thread account strategy
Plans a multi-threaded outreach into a strategic account to reduce single-champion risk.
Write a board update memo
Drafts a quarterly board memo covering progress, decisions needed, and risks.
Build a top 10 customer review
Reviews the top 10 customers quarterly with risk, expansion, and advocacy plays per account.
Pre-kickoff brief sign-off email
A pre-kickoff written confirmation that captures everything from the discovery call. Reduces scope-creep risk before a single hour is billed.
Build a 'research as risk reduction' framing
Reframes research as risk reduction to leadership — the language that resonates.
Build a CFO scorecard
Designs a weekly scorecard for the CFO covering finance, runway, and risk.
Workflow: customer health score + intervention
Calculates customer health scores, identifies at-risk accounts, and triggers tailored interventions.
Build a termination protocol
Drafts a termination protocol that's lawful, dignified, and minimises business risk.
Write a contract review framework
Provides a framework for reviewing a vendor or partner contract for risks and red flags.
Toolbox talk / job site safety briefing
Short toolbox-talk script for the start of a job day. Covers the day's specific risks, controls, and who-does-what.
Workflow: contract review + risk flagging
Reviews incoming contracts (vendor, customer, partner) and flags risks, missing clauses, and unusual terms.
Build an AI risk register
Drafts an AI risk register for AI features in production with mitigation owners.
Build a customer concentration risk analysis
Analyses customer concentration risk and recommends mitigation actions.