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AI Agents & Automations Playbook

Stop doing the repetitive work.
Hand it to AI that works for you.

A personalised playbook that shows you exactly how to build 5 AI agents for your recurring tasks, wire them into automations, and claw back 10+ hours a week. Your business runs while you're on a job, on holiday, or asleep. One price. Yours forever.

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One-off $99, no subscriptions
AI-refreshed on demand. The playbook never goes stale.
plainblackcreative.com/your-playbook
✉️
Enquiry Responder
Drafts replies in your voice, 24/7
Live
📝
Job Notes Cleaner
Messy notes → clean summaries
Live
📊
Weekly Report Writer
One-page summary every Monday 7am
Ready
📋
SOP Generator
Talk it out, get a written SOP
Ready
🔔
Follow-Up Nudger
Warm follow-ups, no pushy vibe
Ready
10
Sections covering agents,
automations, and safe AI use
5
Ready-to-build agents
for your top recurring tasks
10+
Hours per week
the system hands back
$99
One-off. Yours forever.
No subscription.
The time leaks we fix

You didn't start a business to retype the same email 100 times a week.

Every small business owner burns the same hours on the same repetitive admin. AI can do 80% of it. You just need someone to show you what to build, in what order, using which tools. That's this playbook.

The same email, 100 times

You've typed the same enquiry response 400 times this year. You know it by heart. You're still typing it. AI can handle the draft in 3 seconds.

📥

Inbox owning your day

You open email "just for a second" and it's 11am. Triage, replies, newsletters, spam. Four hours of your best hours, gone. Every day.

🧾

Notes, quotes, reports

Every job generates messy field notes that need cleaning up. Every week needs a summary. Every quote needs writing. Hours of admin nobody pays you for.

🤖

AI feels useless when you try it

You've tried ChatGPT. The output was generic. You gave up. You didn't fail. Your prompt did. This playbook fixes that in Section 02.

🧩

No system, just tools

You've got Gmail, Sheets, maybe Notion, maybe a chatbot. They don't talk to each other. Leads fall through the cracks. Reports never happen.

🔒

"Is it even safe to use AI?"

Nobody's told you what's okay to paste into AI and what isn't. Section 09 gives you the one-page policy every team member can sign, so you stop worrying.

The fix
Ten sections that plug every leak. Five agents for your recurring tasks. Three automations that wire them together. A stack at $100-150/mo. All yours for $99.
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Inside the playbook

Ten sections. Five agents. Three wires.

Every section is personalised to your business name, team size, current tool stack, and biggest time sinks. Every step is click-by-click. Every tool is free unless we flag it. Every section has an AI update button so it never goes stale.

01

AI Readiness Audit

An hour-by-hour day audit. Score every recurring task: REPLACE (AI does it all), ASSIST (AI drafts, you approve), KEEP (stays human). Your roadmap in 45 minutes.

Audit No tools
02

Talking to AI: The Prompt Formula

The single skill that makes everything else work. Role + Task + Context + Format. Four copy-paste starter prompts you can test in 10 minutes.

Claude ChatGPT Free tier
03

Your Business Brain: Context Pack

A reusable context document so every prompt starts smart. Build once, paste forever. Or load into a Claude Project and never paste again.

Claude Projects Notion
04

AI Agents for Recurring Tasks

Five pre-built agents: Enquiry Responder, Job Notes Cleaner, Weekly Report Writer, SOP Generator, Follow-Up Nudger. Copy the setup, use forever.

Claude Projects Custom GPTs 5 agents
05

Automation Foundations

The three wires every small business needs. Lead-in, follow-up, data-out. Full Make.com step-by-step for Wire 1. Zapier alternative covered.

Make.com Sheets
06

Email & Inbox AI

Gmail "Help me write" + AI daily digest at 7am + 3 canned decline templates. Inbox goes from 4 hours a day to 90 minutes.

Gmail Shortwave Claude
07

Meeting & Notes AI

Fathom setup, consent sentence, one-shot meeting summary prompt. Every call captured, summarised, routed into Notion automatically.

Fathom Otter Notion
08

AI Tools Stack

The 12-tool cross-niche stack at ~$42/mo base. Every tool with its specific role. Buying order so you don't rack up unused subscriptions.

AI-powered Mostly free
09

Data Hygiene & Privacy

What's safe to paste into AI, what's never safe. Anonymisation prompt. One-page policy your team signs. Stop wondering if you're doing it wrong.

Privacy Governance
10

Weekly Routine & ROI

30-minute Monday routine. Hours Saved tracker. When to add the next automation. The habit that keeps the system growing, not stalling.

Sheets Weekly ROI
The AI refresh button

The playbook keeps itself current.

AI tools change every month. New Claude features. New Make modules. New meeting tools. Every section has a Check for Updates button. Press it, Claude scans the web, rewrites the section with what's new.

  • Connected to Claude with web search, every answer grounded in real 2026 sources.
  • Specific to your business, it knows your type, team size, budget, current tools.
  • No subscription fee, AI refresh is included in your $99 forever.
  • "NO_UPDATE" response when nothing has changed, so you don't chase ghosts.
  • Refreshed content cached, so you return to the latest version any time.
Section 04 · AI Agents · Check for Updates
> Press Check for Updates
"Updating AI Agents for a 3-person plumbing business in Auckland. Current stack: Gmail, Sheets, Calendly. Looking for changes since 2025."
✦ Claude responds
Two changes worth acting on this quarter:

1. Claude Projects now include Skills. You can attach a skill like "Plumbing Quote Writer" that loads automatically. Cuts your Agent 2 setup from 10 minutes to 3.

2. Google Gemini in Sheets is free for Workspace Business accounts. For your Weekly Report Writer, you can skip the Make.com call to Claude and use =GEMINI() formulas directly. Saves ~50 Make ops per month.

Everything else in this section is still current. Keep the 5-agent lineup.
How it works

Three steps. Under 10 minutes.

01

Fill the form

Tell us your business, team size, biggest time sink, and hours-saved target. No payment yet. Takes 90 seconds.

02

Preview your playbook free

We build your personalised playbook overnight and email you a private link. Sections 1-2 fully unlocked so you can see exactly what you're getting.

03

Unlock for $99

Pay once inside the playbook. Sections 3-10 unlock instantly. No subscription, no upsells, no sales calls. The link is the product. Bookmark it.

Pricing

A VA's workload. At a fraction of the price.

  • Personalised to your business. Name, team size, current tools, top time sinks, and hours-saved target baked into every section.
  • Ten sections end-to-end. Audit, prompting, context pack, 5 agents, automations, inbox, meetings, tools, privacy, ROI.
  • Five ready-to-build agents. Enquiry Responder, Job Notes Cleaner, Weekly Reporter, SOP Generator, Follow-Up Nudger.
  • AI refresh button forever. One click updates any section with current tool releases and pricing.
  • Free-tool path for every step. Paid tools clearly flagged, never required.
  • Make.com step-by-step for the first automation (lead-in), so Wire 1 is live by end of day one.
  • One-page AI Use Policy your team signs, so you stop wondering what's safe to paste.
  • Lifetime access. No subscription. No renewal. No "Pro tier." This is the product.
One-off · Lifetime
VA retainer: $1,500 to $3,000/month
$99once

One payment. No subscription. Yours forever.

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Delivered overnight. Preview before you pay.
Questions people ask

Everything you're wondering.

This is not a course. There are no videos to watch, no modules to complete, and nothing to study. It is a working system built around your actual business. You follow the steps, set up the tools, and when you are done, the agents are running. Most people finish their first agent in under two hours.
You do not need to write code or know anything about AI to use this. Every section has a step-by-step DIY guide written for someone who has never built an automation before. If you can copy and paste, you can do this.
The first agent typically takes 60 to 90 minutes to set up. Once you have done one, the rest are faster. Most business owners have all five agents running within a week of evenings. After that, they just run.
One-time, $99. No subscription, no monthly fee, no renewal. The playbook is yours permanently. The AI update button inside each section keeps the advice current so the content never goes stale, but you never pay again.
Your playbook is hosted at a private, unguessable URL that is never listed, indexed, or shared with anyone other than you. No accounts, no logins, no passwords. Just a link only you have.
You see Sections 1 and 2 free. By the time you pay, you know what you're getting. All sales are final. Access or delivery issues? Email us and we'll sort it out.
Each section has an "AI Update" button. Press it and the playbook sends a request to Claude with your business context and asks whether anything in that section needs updating based on current AI tools and best practice. If the advice is still current, it tells you. If something has changed, it updates the guidance in place. You are always working with current information.
Email hello@plainblackcreative.com. We respond within one business day. This product is designed to be self-serve, but if something is not working or does not make sense, we will help you get unstuck.
PlainBlack is a small creative studio based in New Zealand. We build AI-powered marketing and operations playbooks for small business owners who want agency-level systems at honest, transparent DIY pricing. No fluff, no upsells, no dependency on us after delivery.

Get the Playbook.

90 seconds. No payment. We build your playbook overnight and email you a private link. Pay the $99 only if you love what you see.

We'll email your private playbook link within 24 hours. No calls, no spam.

Nice. You're in.

We'll build your playbook overnight and email your private link within 24 hours. Check your inbox (and spam folder) tomorrow.

Ready to stop doing the grunt work?

$99 once. Yours forever. Preview before you pay.

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I got back about 12 hours a week in the first month. The AI agents handle follow-ups, content scheduling, and half my admin. I didn't think it would actually work this well.

Tom W. Small business owner, Australia