Playbooks

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Search outcome-oriented recipes by keyword, audience, or integration. Each playbook shows how to combine MCP services through the private gateway.

Audience

Integration

Daily standup from Trello, Slack, and Gmail

Summarize yesterday's board movement, Slack threads, and inbox follow-ups into one standup draft without switching tools.

Outcome: A ready-to-post standup update sourced from Trello cards, Slack channels, and Gmail threads

Trello
Slack
Gmail
Engineering teams standup project management

Incident triage with GitHub, Forge, and PostHog

Correlate a production error spike with failing GitHub Actions runs and Forge deploy history.

Outcome: A ranked incident brief linking errors, recent deploys, and failing workflows

GitHub
Laravel Forge
PostHog
Platform and SRE teams incident response deployments

Creator loop with YouTube, Search Console, and WordPress

Turn search demand and video performance into WordPress drafts that match what audiences already look for.

Outcome: A prioritized content brief with SEO queries, top video themes, and a WordPress draft outline

YouTube
Google Search Console
WordPress
Content and marketing teams seo content marketing

Danish finance overview with Dinero or Billy and Enable Banking

Reconcile bookkeeping with open banking balances for a unified cash and receivables snapshot.

Outcome: A single summary of posted entries, outstanding invoices, and live bank balances

Dinero
Billy
Enable Banking
Finance and operations teams in Denmark bookkeeping open banking

CRM revenue workspace with Salesforce, HubSpot, Gmail, and Slack

Unify pipeline visibility across Salesforce and HubSpot, draft follow-ups in Gmail, and alert revenue teams in Slack without forcing a single CRM.

Outcome: A cross-CRM deal brief with stage changes, stalled opportunities, and draft follow-up actions

Salesforce
HubSpot
Gmail
Slack
Revenue and sales operations teams crm sales

Ads performance with GA4, Meta Ads, and Search Console

Correlate paid social spend, site conversions, and organic search demand in one marketing performance brief.

Outcome: A weekly ads brief with Meta spend efficiency, GA4 conversion trends, and rising Search Console queries to inform budget shifts

Google Analytics 4
Meta Ads
Google Search Console
Marketing and growth teams ads marketing

Lead qualification handoff with Typeform, HubSpot, Gmail, and Slack

Pull new Typeform lead responses, enrich or create HubSpot contacts, draft Gmail follow-ups, and alert the team in Slack.

Outcome: A qualified lead brief with CRM updates and a draft outreach message ready for approval

Typeform
HubSpot
Gmail
Slack
Marketing and revenue operations teams lead qualification forms

Temp Storage handoffs between AI tools

Pass files between email, WordPress, and other integrations without manual downloads or re-uploads.

Outcome: Reliable file handoffs using ephemeral storage and presigned links

Temp Storage
Gmail
WordPress
Email
Automation builders and power users file handoff automation

Amazon AWS operations workspace with S3, RDS, DynamoDB, Lambda, CloudWatch, Cost Explorer, and CodeBuild

Run cloud operations across Amazon S3, RDS, DynamoDB, Lambda, CloudWatch, Cost Explorer, and CodeBuild from one AI workspace — storage, data, compute, observability, spend, and builds without jumping consoles.

Outcome: A cross-service AWS ops brief with storage health, database status, Lambda activity, CloudWatch signals, cost trends, and CodeBuild results

Amazon S3
Amazon RDS
Amazon DynamoDB
AWS Lambda
AWS CloudWatch
AWS Cost Explorer
AWS CodeBuild
Platform, SRE, and cloud operations teams amazon aws

Prospect company brief with CVR, CRM, and email

Resolve a Danish prospect by CVR or name, enrich with CRM context, and draft a follow-up email.

Outcome: A concise company brief with registry facts, CRM history, and a draft outreach message

CVR
CVR
HubSpot
Gmail
Dinero
Danish sales and finance teams cvr prospecting

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