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AI Playbook

Workflows

📖 5 min read workflowsguide
Five real-world AI workflows for common tasks and industry verticals.

Five real-world AI workflows for common tasks. Below that, industry verticals show how AI is transforming major sectors today.

Deep Research on Any Topic

Use a combination of AI search, document analysis and synthesis to produce research faster than manual methods.

Steps:

  1. Start with Perplexity - ask your research question. Note the 5 most relevant sources.
  2. Upload key PDFs/articles to NotebookLM. Ask for a structured summary and key claims.
  3. Use Claude (200K context) to synthesise findings across multiple documents into a coherent narrative.
  4. Ask Claude to identify gaps, contradictions or follow-up questions in the research.
  5. Produce a final document with Notion AI or export as a PDF.

Building a Tool or App

Go from idea to working prototype using AI-assisted coding tools.

Steps:

  1. Describe your app to Lovable or Bolt.new - get a working prototype in minutes.
  2. Pull the code into Cursor or Windsurf for further development with AI assistance.
  3. Use Claude Code in your terminal for complex refactoring, tests, and PR automation.
  4. For AI features: scaffold with LangChain, add memory with Chroma or Pinecone.
  5. Deploy to Vercel, Railway or Replit with one command.

Learning From Your Notes

Turn raw notes, PDFs and lectures into active study material.

Steps:

  1. Upload all your notes/PDFs to NotebookLM.
  2. Ask it to create a study guide, FAQ and quiz questions from the material.
  3. Use Claude to explain concepts you don’t understand - paste the relevant section.
  4. Ask Claude to create flashcard-style Q&A pairs for spaced repetition.
  5. Set up a Zapier automation to send daily review cards to your email or Notion.

Automating Repetitive Tasks

Identify manual tasks in your workflow and hand them off to AI automations.

Steps:

  1. List 5 tasks you do repeatedly (email responses, data entry, reporting).
  2. For no-code connections: build in Zapier - trigger on new email/form → AI action → output.
  3. For more complex flows: use n8n with AI nodes for multi-step logic.
  4. For agent-based tasks: use CrewAI to define roles (researcher, writer, reviewer) and let agents collaborate.
  5. Monitor with LangSmith to track performance and catch failures.

Writing & Publishing Content

Go from idea to polished published content faster with AI at every stage.

Steps:

  1. Brainstorm angles and headlines with ChatGPT or Claude - ask for 10 variations.
  2. Write a first draft with Claude - give it context about your audience and desired tone.
  3. Paste into Grammarly for grammar, clarity and tone refinement.
  4. Add images with Midjourney or DALL-E 3 based on your content.
  5. Schedule and distribute with your CMS - Zapier can automate social sharing.

Detailed Workflow Templates

Write an Article (4 hours instead of 8)

  1. Gather sources (30 min) - Collect research material, links, PDFs
  2. NotebookLM: Generate outline (15 min) - Upload PDFs, ask for structured outline and key points
  3. Claude.ai: Draft sections (2 hours) - Use the outline, write each section with context about tone and audience
  4. Grammarly: Polish (30 min) - Fix grammar, improve clarity, refine voice
  5. ChatGPT: Headlines (15 min) - Ask for 5 alternative headlines, pick the strongest

Result: Done in 4 hours vs 8 with traditional research

Create a Presentation (2 hours instead of 6)

  1. Claude.ai: Brainstorm outline (15 min) - Ask for slide structure, key talking points, visual ideas
  2. Cursor: Generate slides via code (45 min) - Use Cursor to generate HTML/React slides or export to PowerPoint
  3. DALL-E 3 or Midjourney: Visuals (30 min) - Create 3 key images to support narrative
  4. Polish in Figma or PowerPoint (30 min) - Refine layout, add branding, finalize animations

Result: Done in 2 hours (was 6 with manual design)

Automate Your Inbox

  1. Set up Zapier triggers:

    • Gmail flag → Google Sheet + Notion database (auto-log important emails)
    • Important sender → Slack notification + AI summary (stay on top of VIPs)
    • Form submission → Google Sheet + auto-personalized thank-you email (no manual data entry)

  2. Result: Saves ~3 hours/week (no manual organization, auto-categorization)

Industry Verticals

How AI is transforming major industries - real applications happening today.

Healthcare

AI is accelerating drug discovery, improving diagnostic accuracy and enabling personalised treatment plans.

Tools: Claude, GPT-4o, Elicit

Finance & Banking

From fraud detection to AI financial advisors, the sector is being reshaped by models.

Tools: LangChain, Pinecone, GPT-4o

Legal

Contract review, legal research and compliance monitoring are being dramatically accelerated.

Tools: Claude, LlamaIndex, NotebookLM

Education

AI tutors, personalised curricula and instant feedback are transforming how people learn.

Tools: ChatGPT, NotebookLM, Khan Academy AI

Manufacturing

Predictive maintenance, quality control and supply chain optimisation.

Tools: NVIDIA, AWS, Custom LLMs

Gaming & Entertainment

AI-generated content, dynamic NPCs and personalised experiences.

Tools: Midjourney, ElevenLabs, Runway

Real Estate

Property valuation, document processing and virtual tours.

Tools: ChatGPT, DALL-E, Claude

Autonomous Vehicles

Perception, planning and decision-making systems for self-driving cars.

Tools: NVIDIA Drive, Custom CV models, LLMs