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01The Bot Playbook

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Category

Small business

Follow up with leads, tell clients what happened this week, and catch quote requests before they go cold.

4 plays

10Beginner

Friday client status

Drafts a Friday note for each active client from this week's calendar and the bullet notes you kept — what shipped, what's next, what's stuck.

Small business

Google Calendar · Notes · Gmail

Fridays at 2:00 PM, local time

14Intermediate

Lead follow-up desk

Reads a simple lead sheet and drafts the next follow-up for anyone who has gone quiet past the number of days you set.

Small business

Google Sheets · Gmail

Weekdays at 9:15 AM, local time

24Intermediate

Quote request screener

Screens new inquiry mail against questions you care about — budget, timing, and fit — and drafts a reply that asks only for what is missing.

Small business

Gmail · Notes

Hourly from 9:00 AM to 5:00 PM on weekdays, local time

36Intermediate

Support thread to FAQ

Reads support mail you label and proposes FAQ entries only when the same question showed up more than once.

Small business

Gmail · Notes

Thursdays at 11:00 AM, local time