# Agent Runbooks / Agenten-Praxis

> Real AI-agent workflows, each traced to a public source and turned into a runbook you can copy.

Every entry links its primary public source; all runbook text is original. Machine-readable dataset: /data/usecases.json

## Brand & Entity Graph
- English Publication: AI Takeaways (@aitakeaways) - X: https://x.com/aitakeaways | TikTok: https://www.tiktok.com/@aitakeaways
- German Sister Publication (DACH): KI Klar - Newsletter: https://kiklar.beehiiv.com
- Editorial Contact: kiklar.redaktion@proton.me

## English runbooks
- [Set up a personal assistant that asks before it acts](https://agentrunbooks.pages.dev/en/runbook/approval-gated-assistant/): Hermes Agent; source https://charliehills.substack.com/p/hermes-agent-beginner-advanced
- [Split a huge legacy ETL monolith into smaller jobs](https://agentrunbooks.pages.dev/en/runbook/legacy-etl-migration/): Devin; source https://devin.ai/customers/nubank
- [Route email leads into the CRM automatically](https://agentrunbooks.pages.dev/en/runbook/email-leads-to-crm/): n8n; source https://n8n.io/workflows/13740-route-and-qualify-email-leads-with-gmail-gemini-slack-sheets-and-salesforce/
- [Ask for a security-focused review on a risky change](https://agentrunbooks.pages.dev/en/runbook/security-review-on-pr/): Codex; source https://developers.openai.com/codex/cloud/code-review
- [Update a financial model and summarise the assumptions](https://agentrunbooks.pages.dev/en/runbook/update-financial-model/): ChatGPT agent; source https://openai.com/index/introducing-chatgpt-agent/
- [Build interactive charts without knowing the frontend language](https://agentrunbooks.pages.dev/en/runbook/charts-without-frontend-skills/): Claude Code; source https://www.anthropic.com/news/how-anthropic-teams-use-claude-code
- [Run a small team of sales bots around a chief of staff](https://agentrunbooks.pages.dev/en/runbook/sales-bot-team/): Grok Bot; source https://x.ai/bot/guides/grok-bot-for-gtm
- [Build a cheap 'company brain' your team can ask in Discord](https://agentrunbooks.pages.dev/en/runbook/discord-company-brain/): Hermes Agent; source https://indiehackers.com/post/i-built-a-company-brain-for-my-startup-free-template-included-cd50ee8ef1
- [Triage inbound leads into Slack alerts and tasks](https://agentrunbooks.pages.dev/en/runbook/inbound-lead-triage-groq/): n8n; source https://n8n.io/workflows/17078-score-and-triage-inbound-leads-with-groq-slack-google-sheets-and-google-tasks/
- [Get an automatic second review on every pull request](https://agentrunbooks.pages.dev/en/runbook/pull-request-review/): Codex; source https://developers.openai.com/codex/cloud/code-review
- [Schedule a weekly metrics report for Monday morning](https://agentrunbooks.pages.dev/en/runbook/weekly-metrics-report/): ChatGPT agent; source https://openai.com/index/introducing-chatgpt-agent/
- [Turn a GitHub issue into a pull request by mentioning the agent](https://agentrunbooks.pages.dev/en/runbook/issue-to-pull-request/): Claude Code; source https://docs.anthropic.com/en/docs/claude-code/github-actions
- [Get new apartment listings that fit, and book viewings](https://agentrunbooks.pages.dev/en/runbook/apartment-scout/): Grok Bot; source https://x.ai/bot/use-cases
- [Run a daily SEO improvement loop](https://agentrunbooks.pages.dev/en/runbook/daily-seo-loop/): Hermes Agent; source https://www.youtube.com/watch?v=PzxfqCWV0Ks
- [Qualify B2B leads with a human approval step](https://agentrunbooks.pages.dev/en/runbook/b2b-lead-human-approval/): n8n; source https://n8n.io/workflows/19520-qualify-b2b-leads-with-openai-postgresql-and-human-email-approval/
- [Plan a meal and fill the grocery cart](https://agentrunbooks.pages.dev/en/runbook/plan-and-buy-ingredients/): ChatGPT agent; source https://openai.com/index/introducing-chatgpt-agent/
- [Condense scattered docs into troubleshooting runbooks](https://agentrunbooks.pages.dev/en/runbook/runbooks-from-docs/): Claude Code; source https://www.anthropic.com/news/how-anthropic-teams-use-claude-code
- [Watch competitors overnight and flag only real shifts](https://agentrunbooks.pages.dev/en/runbook/competitor-launch-watch/): Grok Bot; source https://x.ai/bot/use-cases
- [Set up a team assistant inside Slack](https://agentrunbooks.pages.dev/en/runbook/slack-team-assistant/): Hermes Agent; source https://echobind.com/post/hermes-agent-slack-setup-guide
- [Score leads from several channels in one sheet](https://agentrunbooks.pages.dev/en/runbook/omnichannel-lead-scoring/): n8n; source https://n8n.io/workflows/19539-qualify-and-score-omnichannel-leads-with-openai-gmail-and-google-sheets/
- [Analyse three competitors and get an editable slide deck](https://agentrunbooks.pages.dev/en/runbook/competitor-slide-deck/): ChatGPT agent; source https://openai.com/index/introducing-chatgpt-agent/
- [Diagnose a cloud outage from dashboard screenshots](https://agentrunbooks.pages.dev/en/runbook/outage-diagnosis-from-screenshots/): Claude Code; source https://www.anthropic.com/news/how-anthropic-teams-use-claude-code
- [Get one daily digest from Slack, email, calendar and notes](https://agentrunbooks.pages.dev/en/runbook/chief-of-staff-digest/): Grok Bot; source https://x.ai/bot/use-cases
- [Handle lead-to-payment for a small shop over Telegram](https://agentrunbooks.pages.dev/en/runbook/lead-to-payment-telegram/): Hermes Agent; source https://github.com/hewi333/Mom-n-Pop-Skills
- [Sort incoming lead emails and draft fitting replies](https://agentrunbooks.pages.dev/en/runbook/lead-email-classify-reply/): n8n; source https://n8n.io/workflows/7330-ai-powered-lead-email-classification-and-auto-reply-with-gpt-4o-and-gmail/
- [Get briefed on upcoming client meetings with fresh news](https://agentrunbooks.pages.dev/en/runbook/client-meeting-brief/): ChatGPT agent; source https://openai.com/index/introducing-chatgpt-agent/
- [Let a non-technical team build its own routing tool](https://agentrunbooks.pages.dev/en/runbook/internal-routing-tool/): Claude Code; source https://www.anthropic.com/news/how-anthropic-teams-use-claude-code
- [Investigate a slowdown after a release](https://agentrunbooks.pages.dev/en/runbook/release-latency-investigation/): Grok Bot; source https://docs.x.ai/grok-bot/use-cases
- [Run a small studio's operations through agent tickets](https://agentrunbooks.pages.dev/en/runbook/lead-tickets-company-ops/): Hermes Agent; source https://halfbitstudio.com/en/how-we-run-our-company-with-hermes-agent/
- [Build a Figma plugin that mass-produces ad layouts](https://agentrunbooks.pages.dev/en/runbook/figma-ad-variants-plugin/): Claude Code; source https://www.anthropic.com/news/how-anthropic-teams-use-claude-code
- [Turn a vague bug report into a reproduction pack](https://agentrunbooks.pages.dev/en/runbook/bug-reproduction-pack/): Grok Bot; source https://docs.x.ai/grok-bot/use-cases
- [Answer first-line support questions with a self-hosted agent](https://agentrunbooks.pages.dev/en/runbook/helpdesk-replacement/): Hermes Agent; source https://news.ycombinator.com/item?id=48543186
- [Find weak ads in a CSV and write new variants](https://agentrunbooks.pages.dev/en/runbook/ad-variation-generator/): Claude Code; source https://www.anthropic.com/news/how-anthropic-teams-use-claude-code
- [Reconcile weekly expenses and chase missing receipts](https://agentrunbooks.pages.dev/en/runbook/weekly-expense-reconciliation/): Grok Bot; source https://docs.x.ai/grok-bot/use-cases
- [Run agency work with specialised sub-agents](https://agentrunbooks.pages.dev/en/runbook/agency-sub-agents/): Hermes Agent; source https://stewartmedia.com.au/ai-agents-are-changing-how-we-run-our-agency/
- [Get new hires productive in an unfamiliar codebase](https://agentrunbooks.pages.dev/en/runbook/codebase-onboarding/): Claude Code; source https://www.anthropic.com/news/how-anthropic-teams-use-claude-code
- [Get a weekly ad-budget reallocation proposal](https://agentrunbooks.pages.dev/en/runbook/ad-budget-reallocation/): Grok Bot; source https://docs.x.ai/grok-bot/use-cases
- [Cut documentation time for physicians](https://agentrunbooks.pages.dev/en/runbook/physician-documentation/): Hermes Agent; source https://www.doctorswhocode.blog/blog/ai-operations-partner-hermes-agent-physician-workflows
- [Build a candidate shortlist with evidence for each match](https://agentrunbooks.pages.dev/en/runbook/candidate-sourcing-shortlist/): Grok Bot; source https://docs.x.ai/grok-bot/use-cases
- [Take admin off a one-person trades business](https://agentrunbooks.pages.dev/en/runbook/trades-admin-assistant/): Hermes Agent; source https://www.reddit.com/r/hermesagent/comments/1wom17w/comment/pbq7j4w/
- [Research target accounts overnight and queue outreach drafts](https://agentrunbooks.pages.dev/en/runbook/overnight-account-research/): Grok Bot; source https://docs.x.ai/grok-bot/use-cases
- [Quality-check field work for a pool service business](https://agentrunbooks.pages.dev/en/runbook/pool-service-qc/): Hermes Agent; source https://www.reddit.com/r/hermesagent/comments/1u5dtuh/
- [Monitor a mushroom grow tent through a sensor platform](https://agentrunbooks.pages.dev/en/runbook/mushroom-grow-tent/): Hermes Agent; source https://github.com/setasoma/mycodo-hermes-skill
- [Track the family budget by chatting on WhatsApp](https://agentrunbooks.pages.dev/en/runbook/family-budget-whatsapp/): Hermes Agent; source https://blog.technodrone.cloud/2026/09/family-budget-whatsapp-bot.html
- [Book recurring gym classes the moment slots open](https://agentrunbooks.pages.dev/en/runbook/gym-class-booking/): Hermes Agent; source https://ickas.dev/writing/three-things-my-agent-does-every-day
- [Build a home-lab inventory in NetBox with an agent](https://agentrunbooks.pages.dev/en/runbook/homelab-inventory-netbox/): Hermes Agent; source https://www.virtualizationhowto.com/2026/10/im-using-my-hermes-ai-agent-to-build-my-home-lab-inventory-in-netbox/

## Deutsch runbooks

## Full Runbook Details (English)
### Set up a personal assistant that asks before it acts (Hermes Agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/approval-gated-assistant/
- Category: Personal & family
- Primary Source: Charlie Hills (Substack) (https://charliehills.substack.com/p/hermes-agent-beginner-advanced)
- Summary: A beginner-to-advanced guide walks through setting up a personal agent where risky actions (sending, buying, deleting) need explicit approval in chat.
- Steps: Install the agent and connect one messaging app | List which actions need approval | Start with research and drafting tasks only
- Starter Prompt: `You may read my calendar and email and draft replies. Before sending, buying, deleting or booking anything, show me exactly what you'll do and wait for 'yes'.`
- Guardrail: Approval gates are your main safety net.

### Split a huge legacy ETL monolith into smaller jobs (Devin)
- URL: https://agentrunbooks.pages.dev/en/runbook/legacy-etl-migration/
- Category: Software & IT
- Primary Source: Cognition (vendor) (https://devin.ai/customers/nubank)
- Summary: A large bank used an autonomous coding agent to migrate a multi-million-line ETL monolith into sub-modules; the vendor reports about 12x engineering-hour efficiency and over 20x cost savings.
- Steps: Pick one repetitive migration pattern and document it | Let the agent do a few migrations; engineers review each | Scale only once review effort per change drops
- Starter Prompt: `Migrate the job in etl/legacy/customer_daily.py to the new module layout described in MIGRATION.md. Keep behaviour identical, add a comparison test on the sample data, and open a PR.`
- Guardrail: Vendor-reported numbers; measure your own.

### Route email leads into the CRM automatically (n8n)
- URL: https://agentrunbooks.pages.dev/en/runbook/email-leads-to-crm/
- Category: Sales & leads
- Primary Source: n8n template library (https://n8n.io/workflows/13740-route-and-qualify-email-leads-with-gmail-gemini-slack-sheets-and-salesforce/)
- Summary: Lead emails are read by a model, qualified, posted to the right Slack channel and created as records in the CRM, with a log in a spreadsheet.
- Steps: Connect mailbox, model, Slack, sheet and CRM | Map the fields the model should extract | Run in test mode against a sandbox CRM first
- Starter Prompt: `Extract name, company, email, phone, product interest and urgency from this email as JSON. Use null for anything not stated; don't guess.`
- Guardrail: Test against a sandbox CRM before production.

### Ask for a security-focused review on a risky change (Codex)
- URL: https://agentrunbooks.pages.dev/en/runbook/security-review-on-pr/
- Category: Software & IT
- Primary Source: OpenAI Codex docs (https://developers.openai.com/codex/cloud/code-review)
- Summary: Before merging a change to login, payments or file uploads, request a dedicated security review on the pull request and get findings to fix.
- Steps: Enable security review for the repository | Comment @codex security review on the PR | Fix or document each finding before merging
- Starter Prompt: `@codex security review: this PR changes how uploaded invoices are stored. Check for path traversal, missing access checks and secrets in logs.`
- Guardrail: Treat findings as leads, then confirm them.

### Update a financial model and summarise the assumptions (ChatGPT agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/update-financial-model/
- Category: Finance & bookkeeping
- Primary Source: OpenAI (https://openai.com/index/introducing-chatgpt-agent/)
- Summary: The agent opens an existing spreadsheet model, adds projections with working formulas while keeping the formatting, and writes a summary of the assumptions it used.
- Steps: Upload a copy of the model, never the only version | State the new figures and the projection period | Check formulas and the assumption list before use
- Starter Prompt: `Here is our 2026 model. Add monthly projections for 2027 using 4% monthly growth for subscriptions, keep the existing formatting, and add a sheet that lists every assumption you used.`
- Guardrail: Work on a copy; a person signs off the numbers.

### Build interactive charts without knowing the frontend language (Claude Code)
- URL: https://agentrunbooks.pages.dev/en/runbook/charts-without-frontend-skills/
- Category: Research & knowledge
- Primary Source: Anthropic (https://www.anthropic.com/news/how-anthropic-teams-use-claude-code)
- Summary: Data scientists who don't write TypeScript had the agent build whole React apps to visualise model performance, iterating with small prompt tweaks when the first attempt fell short.
- Steps: Describe the data file and the charts you want | Run it in a sandbox, not on production systems | Tweak the prompt and rerun instead of editing code by hand
- Starter Prompt: `Build a small React app that loads results.csv and shows: a line chart of score per run, a table of the 10 best runs, and a filter by model name. Explain how to start it locally.`
- Guardrail: Sandbox first; check the numbers against the raw file.

### Run a small team of sales bots around a chief of staff (Grok Bot)
- URL: https://agentrunbooks.pages.dev/en/runbook/sales-bot-team/
- Category: Sales & leads
- Primary Source: xAI Grok Bot GTM guide (https://x.ai/bot/guides/grok-bot-for-gtm)
- Summary: A seller sets up one pinned coordinating bot for meeting prep and inbox drafts, a prospecting bot that researches overnight, and one bot per key account that watches calls, emails and Slack.
- Steps: Start with one coordinating bot for meeting prep | Add a prospecting bot that runs overnight | Add one bot per strategic account once the first two are reliable
- Starter Prompt: `You are my chief of staff. Each morning, prep me for today's meetings from the CRM, email, Slack and call notes in a short phone-friendly format. If a meeting is with a new company, research it online first.`
- Guardrail: Each bot gets only the tools it needs.

### Build a cheap 'company brain' your team can ask in Discord (Hermes Agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/discord-company-brain/
- Category: Research & knowledge
- Primary Source: Indie Hackers (https://indiehackers.com/post/i-built-a-company-brain-for-my-startup-free-template-included-cd50ee8ef1)
- Summary: A founder built a shared knowledge assistant for a startup that the team queries in Discord, and reports running costs of only a few dollars a month.
- Steps: Collect docs, decisions and FAQs in one folder | Connect the agent to a Discord channel | Add each new decision to the folder right away
- Starter Prompt: `When someone asks in #brain, answer only from the docs folder and name the file. If a question comes up three times, suggest a new FAQ entry.`
- Guardrail: Keep secrets and personal data out of the knowledge folder.

### Triage inbound leads into Slack alerts and tasks (n8n)
- URL: https://agentrunbooks.pages.dev/en/runbook/inbound-lead-triage-groq/
- Category: Sales & leads
- Primary Source: n8n template library (https://n8n.io/workflows/17078-score-and-triage-inbound-leads-with-groq-slack-google-sheets-and-google-tasks/)
- Summary: New form leads are scored by a fast hosted model; hot ones trigger a Slack alert, all are logged to a sheet and follow-ups become tasks.
- Steps: Connect the form, Slack, the sheet and the task list | Define what counts as hot | Check a week of alerts for false alarms
- Starter Prompt: `Given this form submission, return HOT, WARM or COLD plus a task title for the follow-up, e.g. 'Call Anna (bakery chain, 12 sites) re: POS demo'.`
- Guardrail: Mind where the model provider processes data.

### Get an automatic second review on every pull request (Codex)
- URL: https://agentrunbooks.pages.dev/en/runbook/pull-request-review/
- Category: Software & IT
- Primary Source: OpenAI Codex docs (https://developers.openai.com/codex/cloud/code-review)
- Summary: Comment @codex review on a GitHub pull request, or switch on automatic reviews; the agent reads the diff, follows your repository's review rules and posts a review focused on serious problems.
- Steps: Connect the repository in the Codex settings | Write your review rules in AGENTS.md | Turn on automatic reviews once the comments are useful
- Starter Prompt: `Review rules for AGENTS.md: flag only bugs, security issues and missing tests; ignore style nits; always check that database migrations can be rolled back.`
- Guardrail: It adds a reviewer; it does not replace one.

### Schedule a weekly metrics report for Monday morning (ChatGPT agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/weekly-metrics-report/
- Category: Operations & admin
- Primary Source: OpenAI (https://openai.com/index/introducing-chatgpt-agent/)
- Summary: A finished agent task can be set to repeat, for example generating the same metrics report every Monday morning from your connected sources.
- Steps: Run the report once by hand and fix the format | Schedule the task to repeat weekly | Spot-check one number each week
- Starter Prompt: `Every Monday at 8:00, pull last week's signups, revenue and churn from the connected sheet, compare with the week before and give me a one-page summary with three bullet points on what changed.`
- Guardrail: Keep the data source read-only.

### Turn a GitHub issue into a pull request by mentioning the agent (Claude Code)
- URL: https://agentrunbooks.pages.dev/en/runbook/issue-to-pull-request/
- Category: Software & IT
- Primary Source: Anthropic docs (https://docs.anthropic.com/en/docs/claude-code/github-actions)
- Summary: With the GitHub Action installed, writing @claude in an issue or pull-request comment makes the agent analyse the code, implement the change and push commits for review.
- Steps: Install the GitHub app and add the workflow file | Store the API key as a repository secret | Write @claude plus a clear request in an issue; review the PR it opens
- Starter Prompt: `@claude The date on the invoice PDF shows in US format. Change it to DD.MM.YYYY for German customers only, add a test, and open a pull request.`
- Guardrail: Require human review before merging.

### Get new apartment listings that fit, and book viewings (Grok Bot)
- URL: https://agentrunbooks.pages.dev/en/runbook/apartment-scout/
- Category: Personal & family
- Primary Source: xAI Grok Bot use cases (https://x.ai/bot/use-cases)
- Summary: The bot filters new listings against your criteria as soon as they appear, emails landlords for viewing times and prepares applications for the flats you pick.
- Steps: Write down budget, area, size and must-haves | Let it watch the listing sites you use | Approve each viewing request and application yourself
- Starter Prompt: `Watch new rental listings in my area: max 1,800 a month, 2 bedrooms, near a train line. Send me matches within an hour of posting, and draft a viewing request for each. Ask before sending.`
- Guardrail: Applications contain personal data; approve each one.

### Run a daily SEO improvement loop (Hermes Agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/daily-seo-loop/
- Category: Marketing & SEO
- Primary Source: YouTube (https://www.youtube.com/watch?v=PzxfqCWV0Ks)
- Summary: A video walkthrough shows an agent running a daily loop: check search data, pick pages to improve, draft changes and report back.
- Steps: Connect Search Console data (read-only) | Let it propose one or two page improvements per day | Publish changes yourself after review
- Starter Prompt: `Each morning, pull yesterday's Search Console data. Find two pages with many impressions but low click rate, and draft a better title and meta description for each. Don't publish.`
- Guardrail: Never let it publish unreviewed content at scale.

### Qualify B2B leads with a human approval step (n8n)
- URL: https://agentrunbooks.pages.dev/en/runbook/b2b-lead-human-approval/
- Category: Sales & leads
- Primary Source: n8n template library (https://n8n.io/workflows/19520-qualify-b2b-leads-with-openai-postgresql-and-human-email-approval/)
- Summary: The workflow qualifies leads with a model and stores them in a database, but sends an approval email to a person before any follow-up goes out.
- Steps: Set up the database table for leads | Connect the model and the approval mailbox | Approve or reject each suggested follow-up
- Starter Prompt: `Summarise this B2B lead in three lines (company, need, budget signal) and suggest a follow-up email. Mark it PENDING_APPROVAL; never send.`
- Guardrail: The approval step is the point: keep it.

### Plan a meal and fill the grocery cart (ChatGPT agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/plan-and-buy-ingredients/
- Category: Personal & family
- Primary Source: OpenAI (https://openai.com/index/introducing-chatgpt-agent/)
- Summary: The agent plans a menu for a set number of people, finds the ingredients in an online shop and asks for permission before it actually buys anything.
- Steps: Give the number of people, diet notes and the shop | Log in yourself when the agent asks (takeover) | Approve the purchase step
- Starter Prompt: `Plan a Japanese breakfast for four, one person is vegetarian. Put all ingredients in my cart at my usual grocery site and show me the total before checkout.`
- Guardrail: Purchases always need your confirmation.

### Condense scattered docs into troubleshooting runbooks (Claude Code)
- URL: https://agentrunbooks.pages.dev/en/runbook/runbooks-from-docs/
- Category: Research & knowledge
- Primary Source: Anthropic (https://www.anthropic.com/news/how-anthropic-teams-use-claude-code)
- Summary: A security engineering team has the agent read several documentation sources and write compact markdown runbooks, which then serve as context when debugging real incidents.
- Steps: Collect the relevant docs, wiki pages and past incident notes | Ask for one runbook per common failure | Keep the runbooks in the repo and update them after each incident
- Starter Prompt: `Read the docs in /docs/auth and our last five incident notes. Write a one-page markdown runbook for 'users can't log in': symptoms, checks in order, likely fixes, who to call.`
- Guardrail: Have an engineer review each runbook once.

### Watch competitors overnight and flag only real shifts (Grok Bot)
- URL: https://agentrunbooks.pages.dev/en/runbook/competitor-launch-watch/
- Category: Marketing & SEO
- Primary Source: xAI Grok Bot use cases (https://x.ai/bot/use-cases)
- Summary: The bot checks competitors for new launches and messaging changes, reviews your own site for stale claims, and reports only the shifts that are gaining traction, with suggested edits.
- Steps: List 5–10 competitors and the channels to watch | Define what counts as a real shift (launch, pricing, new claim) | Get a short morning note; you decide what to change
- Starter Prompt: `Every night, check these competitors' websites, blogs and X accounts for launches, price changes or new claims. Compare with our homepage and tell me only about changes that matter, with one suggested edit each.`
- Guardrail: Use public sources only.

### Set up a team assistant inside Slack (Hermes Agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/slack-team-assistant/
- Category: Customer support
- Primary Source: Echobind (https://echobind.com/post/hermes-agent-slack-setup-guide)
- Summary: A software agency published a setup guide for running a self-hosted agent as a Slack assistant that the whole team can ask questions in channels and threads.
- Steps: Create a Slack app and connect it to the agent | Limit it to selected channels | Write a short channel guide: what to ask, what not
- Starter Prompt: `When mentioned in #ops, answer from our wiki and recent channel history. Link the source for every answer and say 'not sure' instead of guessing.`
- Guardrail: Limit channel access; no private DMs by default.

### Score leads from several channels in one sheet (n8n)
- URL: https://agentrunbooks.pages.dev/en/runbook/omnichannel-lead-scoring/
- Category: Sales & leads
- Primary Source: n8n template library (https://n8n.io/workflows/19539-qualify-and-score-omnichannel-leads-with-openai-gmail-and-google-sheets/)
- Summary: Leads from forms, email and other channels flow into one workflow that scores them with a model and writes the score and reason to a shared spreadsheet.
- Steps: List your lead sources and connect them | Write a short scoring rubric (1–10 with reasons) | Review the sheet daily and adjust the rubric
- Starter Prompt: `Score this lead from 1 to 10 for fit with a B2B bookkeeping service for small firms. Return JSON with score, one-sentence reason and suggested next step.`
- Guardrail: Store only the lead data you actually need.

### Analyse three competitors and get an editable slide deck (ChatGPT agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/competitor-slide-deck/
- Category: Research & knowledge
- Primary Source: OpenAI (https://openai.com/index/introducing-chatgpt-agent/)
- Summary: You name three competitors; the agent browses their sites and public information, compares them and delivers an editable presentation with its findings.
- Steps: Name the competitors and the comparison criteria | Let it browse public sources | Edit the exported deck; slide formatting can be rough
- Starter Prompt: `Analyse these three competitors on pricing, target customers and main features. Put the comparison into a six-slide editable deck with one summary slide and the sources on the last slide.`
- Guardrail: Check figures against the cited sources.

### Diagnose a cloud outage from dashboard screenshots (Claude Code)
- URL: https://agentrunbooks.pages.dev/en/runbook/outage-diagnosis-from-screenshots/
- Category: Software & IT
- Primary Source: Anthropic (https://www.anthropic.com/news/how-anthropic-teams-use-claude-code)
- Summary: When a Kubernetes cluster stopped scheduling pods, an infrastructure team fed screenshots to the agent, which guided them through the cloud console to IP-address exhaustion and gave the commands to fix it.
- Steps: Share screenshots of the failing dashboards | Let it walk you through the console step by step | Run the suggested commands yourself after reading them
- Starter Prompt: `Our cluster stopped scheduling new pods 20 minutes ago. Here are screenshots of the node and pod dashboards. Walk me through where to look next in the console, one step at a time, and tell me the likely cause.`
- Guardrail: You run the commands; the agent explains them.

### Get one daily digest from Slack, email, calendar and notes (Grok Bot)
- URL: https://agentrunbooks.pages.dev/en/runbook/chief-of-staff-digest/
- Category: Operations & admin
- Primary Source: xAI Grok Bot use cases (https://x.ai/bot/use-cases)
- Summary: An always-on assistant scans your work channels and meeting notes and sends a short readout of what is new and relevant to your priorities, each item with its source and a suggested next step.
- Steps: Connect Slack, email, calendar and your notes tool | Write down your three current priorities | Schedule a morning digest and prune it for a week
- Starter Prompt: `Every weekday at 7:30, scan my Slack, inbox, calendar and yesterday's meeting notes. Send me at most eight items that matter for my priorities (listed below), each with the link, why it matters and what I should do.`
- Guardrail: Start read-only; add replies or actions later and only with approval.

### Handle lead-to-payment for a small shop over Telegram (Hermes Agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/lead-to-payment-telegram/
- Category: Sales & leads
- Primary Source: Mom-n-Pop-Skills (https://github.com/hewi333/Mom-n-Pop-Skills)
- Summary: An open-source skill pack for small businesses lets an owner run the path from enquiry to quote to payment link by chatting with an agent on Telegram.
- Steps: Install the skills and connect Telegram | Set your prices and quote template | Approve every quote and payment link before it goes out
- Starter Prompt: `A customer asked for 3 hours of garden work next week. Draft a quote from my price list, propose two dates, and prepare a payment link for the deposit. Show me everything before sending.`
- Guardrail: Payment links and quotes go out only after you approve.

### Sort incoming lead emails and draft fitting replies (n8n)
- URL: https://agentrunbooks.pages.dev/en/runbook/lead-email-classify-reply/
- Category: Sales & leads
- Primary Source: n8n template library (https://n8n.io/workflows/7330-ai-powered-lead-email-classification-and-auto-reply-with-gpt-4o-and-gmail/)
- Summary: A workflow template watches a mailbox, lets a language model label each new email (hot lead, question, not relevant) and prepares a matching reply.
- Steps: Import the template into n8n (cloud or self-hosted) | Connect the mailbox and a model key | Start with drafts only; switch to auto-reply for one label at most
- Starter Prompt: `Classify this email as HOT_LEAD, QUESTION or OTHER. If HOT_LEAD, draft a three-sentence reply that thanks them, proposes two meeting slots and asks one qualifying question.`
- Guardrail: Keep auto-replies off until the labels prove reliable.

### Get briefed on upcoming client meetings with fresh news (ChatGPT agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/client-meeting-brief/
- Category: Sales & leads
- Primary Source: OpenAI (https://openai.com/index/introducing-chatgpt-agent/)
- Summary: The agent reads your calendar, looks up recent news on each client and prepares a briefing (or a short deck) before the meetings.
- Steps: Connect your calendar as a connector | Say how far ahead and how short the brief should be | Check it the evening before
- Starter Prompt: `Look at my calendar for the next three days. For each client meeting, find recent news about the company and give me a five-bullet brief: what's new, likely topics, one smart question to ask.`
- Guardrail: Disable connectors you don't need for the task.

### Let a non-technical team build its own routing tool (Claude Code)
- URL: https://agentrunbooks.pages.dev/en/runbook/internal-routing-tool/
- Category: Operations & admin
- Primary Source: Anthropic (https://www.anthropic.com/news/how-anthropic-teams-use-claude-code)
- Summary: A legal team with no developers prototyped a 'phone tree' tool that helps colleagues reach the right lawyer, showing that departments can build small internal tools themselves.
- Steps: Write down the questions that decide who is responsible | Ask the agent for a simple local web page with those questions | Share it internally once the team has tested it
- Starter Prompt: `Build a one-page internal tool: three or four questions (topic, country, urgency) and, based on the answers, show which person on our team to contact and how. Use a simple config file I can edit.`
- Guardrail: Keep it internal; no personal data in the code.

### Investigate a slowdown after a release (Grok Bot)
- URL: https://agentrunbooks.pages.dev/en/runbook/release-latency-investigation/
- Category: Software & IT
- Primary Source: xAI Grok Bot docs (https://docs.x.ai/grok-bot/use-cases)
- Summary: After a release makes a page slower, the bot goes through dashboards and traces, names the most likely hotspot and writes a short report that separates facts from guesses.
- Steps: Connect observability and analytics tools with read access | Describe the symptom and when it started | Ask for a write-up with links and screenshots; no setting changes
- Starter Prompt: `Checkout has been slower since yesterday's release. Look through our dashboards and traces, find the most likely cause and write a short report with links and screenshots. Keep facts and hypotheses apart. Don't change alerts or settings.`
- Guardrail: Read-only access is enough; production changes stay with engineers.

### Run a small studio's operations through agent tickets (Hermes Agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/lead-tickets-company-ops/
- Category: Operations & admin
- Primary Source: Halfbit Studio (https://halfbitstudio.com/en/how-we-run-our-company-with-hermes-agent/)
- Summary: A small software studio wrote how it runs company operations with an agent, including turning incoming leads into tracked tickets (they mention two dozen) so nothing falls through.
- Steps: Pick a ticket board the agent can write to | Let it create a ticket for each new lead or request | Do a weekly review of open tickets together
- Starter Prompt: `For every new enquiry in the sales inbox, create a ticket with company, request, budget hint and next step, and assign it to me. Post a daily count of open lead tickets.`
- Guardrail: Start read-only and add write access step by step.

### Build a Figma plugin that mass-produces ad layouts (Claude Code)
- URL: https://agentrunbooks.pages.dev/en/runbook/figma-ad-variants-plugin/
- Category: Marketing & SEO
- Primary Source: Anthropic (https://www.anthropic.com/news/how-anthropic-teams-use-claude-code)
- Summary: Marketers had the coding agent build a small Figma plugin that finds the ad frames and creates up to 100 variants by swapping headlines and descriptions, replacing hours of copy-paste.
- Steps: Prepare one master ad frame with named text layers | Keep the copy variants in a simple list | Ask the agent to write and explain the plugin, then test on a copy of the file
- Starter Prompt: `Write a Figma plugin that finds every frame named 'Ad/*', and for each line in variants.csv duplicates the frame and replaces the 'Headline' and 'Body' text layers. Explain how to install it locally.`
- Guardrail: Test on a duplicate file first.

### Turn a vague bug report into a reproduction pack (Grok Bot)
- URL: https://agentrunbooks.pages.dev/en/runbook/bug-reproduction-pack/
- Category: Software & IT
- Primary Source: xAI Grok Bot docs (https://docs.x.ai/grok-bot/use-cases)
- Summary: The bot reads a bug report, repeats the steps in a staging environment with a test account and returns exact steps, expected vs. actual behaviour, screenshots and browser details.
- Steps: Connect the issue tracker and a staging environment | Hand over test credentials through a secure channel, not chat | Ask for steps, screenshots and console notes, no production data
- Starter Prompt: `Read ticket BUG-412 and try to reproduce it in staging with a fresh test account. Give me exact steps, what should happen, what actually happens, screenshots, browser and OS, and any console errors.`
- Guardrail: Never use real customer data for reproduction.

### Answer first-line support questions with a self-hosted agent (Hermes Agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/helpdesk-replacement/
- Category: Customer support
- Primary Source: Hacker News (https://news.ycombinator.com/item?id=48543186)
- Summary: A commenter on Hacker News described replacing a basic helpdesk workflow with an agent that answers routine questions from internal docs and hands harder cases to people.
- Steps: Feed it your FAQ and help articles | Define clearly when to hand over to a human | Review a sample of answers each week
- Starter Prompt: `Answer this customer question only from our help articles. If the answer isn't there, or the customer is upset, reply that a colleague will follow up and tag the ticket 'human'.`
- Guardrail: Say clearly that an AI is answering (EU AI Act transparency).

### Find weak ads in a CSV and write new variants (Claude Code)
- URL: https://agentrunbooks.pages.dev/en/runbook/ad-variation-generator/
- Category: Marketing & SEO
- Primary Source: Anthropic (https://www.anthropic.com/news/how-anthropic-teams-use-claude-code)
- Summary: A growth marketing team built a workflow that reads a CSV with hundreds of ads, spots the underperformers and writes replacements within strict character limits, using two specialised sub-agents.
- Steps: Export ad performance to CSV | Give the character limits for headline and description | Split the job: one sub-agent for headlines, one for descriptions
- Starter Prompt: `Read ads.csv. Mark the bottom 20% by click-through rate, then write three new versions of each: headlines max 30 characters, descriptions max 90. Return a new CSV with old and new text side by side.`
- Guardrail: A human still picks which variants go live.

### Reconcile weekly expenses and chase missing receipts (Grok Bot)
- URL: https://agentrunbooks.pages.dev/en/runbook/weekly-expense-reconciliation/
- Category: Finance & bookkeeping
- Primary Source: xAI Grok Bot docs (https://docs.x.ai/grok-bot/use-cases)
- Summary: Each week the bot builds an expense summary, matches receipts from the finance inbox, flags missing categories or policy breaks and drafts one follow-up per person.
- Steps: Connect the expense tool, the finance inbox and the policy document | Run it once by hand and check that the totals tie out | Turn it into a weekly routine that stops at drafts
- Starter Prompt: `Build this week's expense summary from our expense tool. Match receipts from the finance inbox, flag anything missing or against the attached policy (quote the rule), and draft one reminder per owner. Don't send anything or change reimbursements.`
- Guardrail: Ask for the policy rule behind every flag and totals that match the source.

### Run agency work with specialised sub-agents (Hermes Agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/agency-sub-agents/
- Category: Marketing & SEO
- Primary Source: Stewart Media (https://stewartmedia.com.au/ai-agents-are-changing-how-we-run-our-agency/)
- Summary: A marketing agency describes splitting work across specialised agents (research, drafting, reporting) coordinated by one main agent, changing how the team runs client accounts.
- Steps: Pick one repeatable client deliverable | Give each sub-agent a narrow job and its own instructions | Keep a human account lead on every client output
- Starter Prompt: `Act as coordinator: have the research agent summarise this client's last month of competitor activity, the writer agent draft three post ideas from it, and send me both for review.`
- Guardrail: Client data access per client only.

### Get new hires productive in an unfamiliar codebase (Claude Code)
- URL: https://agentrunbooks.pages.dev/en/runbook/codebase-onboarding/
- Category: Software & IT
- Primary Source: Anthropic (https://www.anthropic.com/news/how-anthropic-teams-use-claude-code)
- Summary: New team members point the coding agent at the repository; it reads the project's guidance files, explains how data pipelines depend on each other and which sources feed which dashboards.
- Steps: Add a short guidance file (CLAUDE.md) at the repo root | Ask where a given number on a dashboard comes from | Let the agent list the files to read first for a task
- Starter Prompt: `I'm new to this repo. Explain how the data flows from the raw sources to the revenue dashboard, which files matter most, and what I should read first to fix a bug in the weekly report.`
- Guardrail: Read-only questions are a safe start.

### Get a weekly ad-budget reallocation proposal (Grok Bot)
- URL: https://agentrunbooks.pages.dev/en/runbook/ad-budget-reallocation/
- Category: Marketing & SEO
- Primary Source: xAI Grok Bot docs (https://docs.x.ai/grok-bot/use-cases)
- Summary: The bot pulls spend and results per campaign, compares them with the monthly budget and the target cost per customer, and proposes where to shift money, with the numbers behind it.
- Steps: Connect the ad platforms, analytics and the budget sheet | Set the monthly budget and target cost per customer | Ask for a recommendation plus a draft team update; no changes
- Starter Prompt: `Pull this month's spend and conversions per campaign from our ad accounts. Compare with the budget in the sheet and our target cost per customer, then suggest which campaigns get more or less money and why. Draft a short Slack update. Don't change any budgets.`
- Guardrail: Budget changes stay manual or need explicit approval.

### Cut documentation time for physicians (Hermes Agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/physician-documentation/
- Category: Operations & admin
- Primary Source: Doctors Who Code (https://www.doctorswhocode.blog/blog/ai-operations-partner-hermes-agent-physician-workflows)
- Summary: A physician-developer wrote about using an agent as an operations partner for clinical admin; the author reports saving roughly 30–45 minutes per case on documentation.
- Steps: Start with non-patient admin (templates, letters) | Use a setup approved for health data before touching patient records | Clinician reviews every document
- Starter Prompt: `Turn these bullet notes into a referral letter using our standard template. Keep medical terms exactly as written and mark anything unclear with [CHECK].`
- Guardrail: Health data is special-category data; use only approved, compliant setups.

### Build a candidate shortlist with evidence for each match (Grok Bot)
- URL: https://agentrunbooks.pages.dev/en/runbook/candidate-sourcing-shortlist/
- Category: Operations & admin
- Primary Source: xAI Grok Bot docs (https://docs.x.ai/grok-bot/use-cases)
- Summary: For an open role, the bot looks for people who meet the must-have criteria, drops anyone already in the applicant system, explains why each person fits and drafts a personal first message.
- Steps: Connect the applicant tracking system and approved sourcing tools | Paste the role description and the must-haves | Review the shortlist and drafts before anyone is contacted
- Starter Prompt: `Here is the job ad for a senior marketing manager. Find 20 people who meet every must-have, leave out anyone already in our ATS, give one line of evidence per person and draft a friendly first note. Do not contact anyone.`
- Guardrail: Respect candidate privacy and each platform's terms; outreach only after approval.

### Take admin off a one-person trades business (Hermes Agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/trades-admin-assistant/
- Category: Operations & admin
- Primary Source: r/hermesagent (https://www.reddit.com/r/hermesagent/comments/1wom17w/comment/pbq7j4w/)
- Summary: A drainlayer described running quotes, invoices, customer records and stock through an agent from the work truck, so evenings aren't spent on admin.
- Steps: List the admin tasks that eat your evenings | Hand over one task at a time, e.g. quote follow-ups | Approve anything that goes to a customer
- Starter Prompt: `Each evening, list quotes I sent more than 5 days ago with no reply and draft a short, friendly follow-up for each. Don't send until I say yes.`
- Guardrail: Customer-facing messages need your OK.

### Research target accounts overnight and queue outreach drafts (Grok Bot)
- URL: https://agentrunbooks.pages.dev/en/runbook/overnight-account-research/
- Category: Sales & leads
- Primary Source: xAI Grok Bot docs (https://docs.x.ai/grok-bot/use-cases)
- Summary: A bot works through a CRM list at night, scores each company against the ideal customer profile, picks a few contacts per account and leaves email and LinkedIn drafts for a morning review.
- Steps: Connect the CRM, email and the company websites you are allowed to use | Give it one saved CRM view and your scoring criteria | Ask for a ranked review list with drafts; nothing is sent
- Starter Prompt: `Go through the accounts in my CRM view "Q4 targets". Rank them by fit with our ideal customer, suggest up to three contacts each, and draft a short first email per contact in my tone. Skip anyone already in a sequence. Only give me the list, don't send.`
- Guardrail: Keep sending and sequence enrolment behind your approval.

### Quality-check field work for a pool service business (Hermes Agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/pool-service-qc/
- Category: Operations & admin
- Primary Source: r/hermesagent (https://www.reddit.com/r/hermesagent/comments/1u5dtuh/)
- Summary: A route manager at a pool service company handling roughly 400 pools a week has an agent check technicians' visit reports as they arrive and flag weak ones, which they call their biggest money saver.
- Steps: Collect visit reports and photos in one place | Write a checklist of what a complete visit includes | Get a daily list of visits to re-check
- Starter Prompt: `Review today's visit reports. For each, check the checklist (chemicals logged, before/after photo, filter noted). List visits that miss anything, with what's missing.`
- Guardrail: Use it to coach, not to punish staff.

### Monitor a mushroom grow tent through a sensor platform (Hermes Agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/mushroom-grow-tent/
- Category: Personal & family
- Primary Source: setasoma (https://github.com/setasoma/mycodo-hermes-skill)
- Summary: A hobbyist published an agent skill that talks to a Mycodo sensor setup, so the agent can read humidity and temperature in a grow tent and report problems.
- Steps: Install the skill and point it at the sensor controller | Set the target ranges | Ask for alerts only when values leave the range
- Starter Prompt: `Check the tent sensors every 30 minutes. If humidity drops below 85% or temperature leaves 20–24 °C, message me with the values and the trend of the last 3 hours.`
- Guardrail: Let it read sensors before it can switch devices.

### Track the family budget by chatting on WhatsApp (Hermes Agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/family-budget-whatsapp/
- Category: Finance & bookkeeping
- Primary Source: technodrone (https://blog.technodrone.cloud/2026/09/family-budget-whatsapp-bot.html)
- Summary: A family logs spending by sending short WhatsApp messages to an agent, which files each expense into categories and answers questions like how much went on groceries this month.
- Steps: Connect the agent to a messaging gateway | Agree on categories as a family | Ask for a monthly summary
- Starter Prompt: `When someone writes 'groceries 64.20', file it under Groceries with today's date. On the 1st of each month, send the family chat a summary per category vs. last month.`
- Guardrail: Financial data stays private: self-host if possible.

### Book recurring gym classes the moment slots open (Hermes Agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/gym-class-booking/
- Category: Personal & family
- Primary Source: ickas.dev (https://ickas.dev/writing/three-things-my-agent-does-every-day)
- Summary: A developer's agent books the fitness classes they want as soon as booking opens, one of a few small daily jobs it handles.
- Steps: Write down classes, days and times | Store the login in the agent's secret store, not in the prompt | Get a message after each booking
- Starter Prompt: `Every day at 07:00, book the 18:30 strength class for the day bookings open, if there's a spot. Message me the result. If it's full, join the waitlist.`
- Guardrail: Check the gym's terms on automated booking.

### Build a home-lab inventory in NetBox with an agent (Hermes Agent)
- URL: https://agentrunbooks.pages.dev/en/runbook/homelab-inventory-netbox/
- Category: Software & IT
- Primary Source: VirtualizationHowto (https://www.virtualizationhowto.com/2026/10/im-using-my-hermes-ai-agent-to-build-my-home-lab-inventory-in-netbox/)
- Summary: A home-lab writer had a self-hosted agent discover servers, VMs and network gear and record them in NetBox, instead of keeping the inventory by hand.
- Steps: Give it an API token for NetBox and read access to the hosts | Let it propose entries first, then write them | Re-run monthly to catch drift
- Starter Prompt: `Scan my lab hosts over SSH, list every VM, IP and interface you find, and show me the NetBox entries you would create. Wait for my OK before writing.`
- Guardrail: Start read-only and add write access step by step.