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894 resources

Guide · Beginner · 8 min
Digital delivery and licensing basics
How digital products should be delivered and licensed so buyers get access, sellers keep control and disputes are rare.
- Digital goods have no shipping, which means delivery and licensing are the whole customer experience after payment. This guide explains the delivery model that works, what a licence must say, and how to handle the disputes that still happen.
- Deliver to an account, not a link
- A licence in plain words
Playbook · Beginner · 2h 30m
Launch email and social plan: playbook
Announce a store or a product line with a sequence that builds interest, launches, and follows through without discount pressure.
- Launch week orders from an audience that was told what to expect.
- Step 1: Tease with the problem
- Step 2: Launch with the products
Steps 5Deliverables 3
Playbook · Beginner · 3h
Catalogue setup that scales: playbook
Set up product data, categories and images so adding the hundredth product is as clean as the first.
- A catalogue structure that needs no rework at a hundred products.
- Step 1: Design the category tree from buyer questions
- Step 2: Write the product data template
Steps 5Deliverables 3
Playbook · Intermediate · 8h
Launch a digital products store: playbook
Open a store selling digital files with delivery, licensing and support settled before the first order.
- First ten orders delivered without a support ticket about access.
- Step 1: Settle delivery before design
- Step 2: Write the licence in two sentences
Steps 6Deliverables 3
Cheat sheet · Beginner · 5 min
Assistant integration patterns cheat sheet
The recurring patterns for putting a model into a workflow, and when each fits. 4 sections, 16 entries.
- Patterns
- Guardrails
- Metrics
Entries 16Any assistant
Checklist · Beginner · 10 min
AI automation go-live checklist
What must be true before an assistant-driven automation runs on real work.
- Assistant automations fail quietly and confidently. This list makes the failure visible before it costs anything.
- ☐ The step the assistant performs is a transformation, not a decision or side effect
- ☐ Inputs are redacted of personal data
Items 10Any assistant
Guide · Beginner · 8 min
Prompt maintenance
How to keep a library of production prompts working as models, inputs and policies change.
- A prompt that worked in March drifts by June: the model updated, the inputs changed shape, a policy sentence was reworded. This guide is the maintenance routine that keeps a prompt library trustworthy.
- Version prompts like code
- Keep a fixed test set
Any assistant
Guide · Beginner · 10 min
Where assistants belong in a business process
A way to decide which steps of a process an assistant should draft, which it should decide, and which it should never touch.
- Assistants are good at drafting and sorting and poor at deciding and promising. This guide gives a rule for placing them in a process so the speed is real and the risk is contained.
- Three kinds of steps
- The review that makes it safe
Any assistant
Playbook · Intermediate · 2h 30m
Internal knowledge assistant: playbook
Set up an assistant that answers staff questions from your own documents, with citations and a feedback loop.
- Staff get cited answers from company documents and know when the assistant does not know.
- Step 1: Curate before uploading
- Step 2: Ground and cite
Steps 5Deliverables 3Any assistant
Playbook · Beginner · 2h
Sales research assistant rollout: playbook
Give a sales team an assistant workflow for prospect research and first emails, with the guardrails that keep it honest.
- Every first email built on a sourced observation, with research time halved.
- Step 1: Write the research prompt
- Step 2: Set the source rule
Steps 5Deliverables 3Any assistant
Playbook · Advanced · 5h
Document processing pipeline: playbook
Build a pipeline that turns incoming PDFs into structured records with validation and human review.
- Documents processed within an hour of arrival with every field validated or flagged.
- Step 1: Define the record and the rules
- Step 2: Handle scans separately
Steps 6Deliverables 3Any assistant
Playbook · Intermediate · 4h
Automate a support inbox with an assistant: playbook
Introduce an assistant into a support inbox in four weeks without a single unreviewed reply reaching a customer.
- Half of tickets drafted by an assistant and approved by an agent, with quality measured weekly.
- Step 1: Write the policy snippets
- Step 2: Add redaction
Steps 6Deliverables 3Any assistant
Cheat sheet · Beginner · 5 min
SaaS metrics cheat sheet
The definitions of the metrics every SaaS reports, so two people compute the same number. 4 sections, 16 entries.
- Revenue
- Retention
- Acquisition
Entries 16
Checklist · Beginner · 10 min
SaaS launch checklist
The items that must be true before the first paying customer is invited.
- A launch checklist is the difference between a first customer and a first refund. These items are the minimum.
- ☐ Sign-in, reset and verification tested from a real inbox
- ☐ Billing tested with a real card in test mode and one real charge
Items 10
Guide · Beginner · 12 min
Pricing a small SaaS
A method for setting a first price and a plan structure without guessing.
- Pricing is a decision you can revise, but a first price set by guessing anchors everything after it. This guide gives a method: value from the customer's alternative, a simple structure, and a rule for when to change.
- Start from the alternative
- Two plans, one difference
Guide · Beginner · 15 min
Choosing a SaaS stack you can maintain alone
How to choose the framework, database and hosting for a small SaaS on the basis of maintenance, not novelty.
- The stack that ships a SaaS is the one you can debug at midnight. This guide sets out the questions that matter for a small team choosing a framework, a database and hosting, and the answers that hold up two years in.
- Framework: the one you already know
- Database: Postgres unless you can say why not
Playbook · Intermediate · 3h
Onboarding that reaches first value: playbook
Design onboarding so a new user reaches the product's first valuable moment in the first session.
- Half of new signups reach first value in session one.
- Step 1: Define first value precisely
- Step 2: Map the current path
Steps 5Deliverables 3
Playbook · Advanced · 5h
Subscription billing integration: playbook
Integrate a billing provider so subscriptions activate only on verified payment and stay correct through renewals and cancellations.
- Billing that never grants access it was not paid for and never drops access that was.
- Step 1: Model the subscription locally
- Step 2: Build checkout with your reference
Steps 6Deliverables 3
Playbook · Intermediate · 3h
Authentication and accounts done right: playbook
Set up sign-in, sessions, password reset and account deletion so they never need rebuilding.
- Accounts that are secure by default and boring to maintain.
- Step 1: Pick a library, not a tutorial
- Step 2: Set the secrets and the URL
Steps 6Deliverables 3
Playbook · Intermediate · 4h
Ship a SaaS MVP in six weeks: playbook
Take a validated idea to a paying first customer in six weeks by cutting scope to one job and one price.
- One customer paying for one job done well by the end of week six.
- Step 1: Fix the one job
- Step 2: Build the walking skeleton
Steps 5Deliverables 3
Checklist · Beginner · 10 min
Process handover checklist
What must exist before a process can be handed to someone new or to an automation.
- A process that lives in one head is not a process. This is the minimum written form.
- ☐ Purpose in one sentence
- ☐ Trigger and frequency
Items 10Any assistant
Code recipe · Beginner · 15 min
Generate documents from a CSV and a template
Fill a text template for every row of a CSV and write one file per row.
- Letters or statements that differ only in a few fields should be generated, not edited; a template with placeholders and a CSV is enough.
Language JavaScriptAny assistant
AI tool guide · Beginner · 20 min
Airtable Automations for business process automation
Automate around records in Airtable: triggers on record changes, scheduled runs and scripts.
- Airtable automations fire on record events or schedules and run actions including scripts, which makes it a good home for process trackers where the data and the automation live in one place.
- Workflow: Status-driven notifications
- Workflow: Scheduled review list
Any assistant
Automation recipe · Beginner · 45 min
Contract renewal reminders: automation recipe
Build contract renewal reminders as a Make automation: remind owners ninety, sixty and thirty days before a contract renews, with the notice period and cost.
- Trigger: Schedule: daily 08:00.
- 1. Google Sheets
- 2. Code
Platform MakeActions 4Any assistantMake

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