Playbooks

Deploy AI Agents That
Generate Revenue

Real-world automation playbooks for HR, Sales, Banking, Marketing, and Operations teams. Built from hundreds of deployments - so you don't have to start from scratch.

Automation12 min read

HR Automation Playbook

A step-by-step guide to automating your entire HR lifecycle - from sourcing and screening candidates to onboarding, performance check-ins, and offboarding - using AI employees that run 24/7 without manual intervention.

70%reduction in time-to-hireRead Playbook
Automation14 min read

Sales Automation Playbook

A complete blueprint for building an AI-powered sales engine - covering lead qualification, outbound prospecting, follow-up cadences, demo scheduling, and pipeline reporting - so your human reps close deals instead of chasing cold leads.

more qualified pipelineRead Playbook
Automation11 min read

Banking Automation Playbook

A practical guide to deploying AI agents across banking operations - including loan collection, KYC verification, account servicing, and customer onboarding - while staying compliant with RBI, FCA, and other regulatory frameworks.

55%reduction in collection costsRead Playbook
Marketing10 min read

Content Marketing Playbook

A systematic playbook for using AI agents to research, plan, draft, distribute, and repurpose content at scale - so your marketing team ships more content without growing headcount.

content output increaseRead Playbook
Marketing13 min read

GTM Marketing Playbook

A go-to-market execution playbook for launching new products, entering new markets, or repositioning your brand - using AI agents to run multi-channel campaigns, qualify inbound interest, and track GTM performance in real time.

faster GTM executionRead Playbook
Automation9 min read

Performance Management Playbook

A guide to automating performance review cycles, goal tracking, and feedback collection using AI agents - ensuring every employee gets timely, consistent reviews without burying managers in admin.

80%less review adminRead Playbook
Sales11 min read

Fundraising Agent Playbook

A playbook for founders and investor relations teams to automate investor outreach, meeting scheduling, follow-ups, and pipeline management - so you spend your time pitching, not chasing.

more investor meetings bookedRead Playbook
Migration10 min read

Agentforce Alternative Playbook

A practical migration guide for teams considering switching from Salesforce Agentforce to UnleashX - covering cost comparison, feature parity, data migration, and a phased transition plan to avoid disruption.

60%lower TCO vs AgentforceRead Playbook
Automation10 min read

Procurement Automation Playbook

A guide to automating procurement workflows - vendor onboarding, purchase order processing, invoice chasing, and supplier communications - using AI agents that reduce cycle times and eliminate manual chasing.

65%faster PO processingRead Playbook