The AI Workforce Playbook

The 12 Plays - deep how-to guides.

Each play from the book is expanded here into a full implementation guide: exact AI prompts, n8n node configurations, week-by-week rollout plans, success benchmarks, and common mistakes. These are the pages the book references. Everything is free and ungated.

12 plays covered end-to-endExact AI prompts includedn8n configuration notesWeek-by-week rollout plans

How to use these guides

The book introduced each play in enough depth to understand what it does and why it matters. These pages go further - they tell you exactly how to build it. Start with whichever play solves your most urgent problem. The plays are independent; you don't need to implement them in order. That said, Play 1 (Hands-Free CRM) builds the data foundation that several later plays depend on, so if you're starting from scratch, starting there is a reasonable choice.

01
Intermediate~25 min read

Hands-Free CRM

Eliminate manual data entry by automatically logging every email, meeting, and call to your CRM.

Read Play
02
Intermediate~28 min read

24/7 Lead Qualification and Booking

Respond to every inbound lead in under two minutes, qualify them against your criteria, and book meetings automatically - regardless of time or channel.

Read Play
03
Intermediate~20 min read

Dead Lead Reactivation

Monitor cold leads for trigger events and send a contextual reactivation message at exactly the right moment.

Read Play
04
Intermediate~22 min read

RFP First Draft Generator

Turn a 40-hour RFP response process into a 5-hour one by generating 70 - 80% complete first drafts from your wins library.

Read Play
05
Beginner~18 min read

Client Onboarding Automation

Trigger a complete, personalized onboarding sequence the moment a contract is signed - regardless of the time or day.

Read Play
06
Beginner~18 min read

Billing and Invoice Follow-Up

Run a consistent, automatically escalating invoice follow-up sequence that pauses the moment payment is received.

Read Play
07
Intermediate~20 min read

On-Demand Email Assistant

Generate a CRM-aware first draft of any client email in 30 seconds, with automated flagging of errors and tone issues before you send.

Read Play
08
Beginner~16 min read

Emergency Client Response

Ensure your most important clients always receive an acknowledgment within minutes of a urgent message - even when the right person is unavailable.

Read Play
09
Beginner~18 min read

Meeting Prep and Briefing

Deliver a one-page client meeting brief to every partner two hours before each client meeting - automatically.

Read Play
10
Beginner~18 min read

AI-Assisted Hiring Screening

Process 200 resumes consistently in under an hour, delivering structured summaries to the hiring manager instead of a pile of PDFs.

Read Play
11
Advanced~20 min read

Knowledge Base and Internal Q&A

Build an internal Q&A bot that answers questions from your firm's actual policy documents in seconds, with citations.

Read Play
12
Advanced~20 min read

Real-Time and Predictive Reporting

Replace monthly reports with a live performance dashboard and threshold-based alerts that surface problems while there's still time to act.

Read Play
Done-For-You Implementation

Want someone to implement these plays for your firm?

Revenue Institute builds the AI systems described in this book as part of every engagement.

Work with Revenue Institute