Playbooks
One-click automated workflows for repeatable tasks.
Playbooks
4 playbooks
Investor snapshot → investor update recommended
Trigger: accounts_pack_run
Status
active
Last run: Never
Conditions (read-only)
metrics.pack_type = "investor_accounts_snapshot"
metrics.estimatedRunwayMonths < 6
metrics.totalMonthlyBurn > 0
Actions (read-only)
Log activity: investor_update_recommended
Enqueue task: Draft investor update summary