Consistent Claude Cowork SOPs across every team.
Playbook captures how your best people work and injects it into every agent across your org. Deployed by Magnetic Advisors.
A few people figured out AI. The rest of your team is still waiting.
Every team has early adopters who define the standards. Playbook lets them set the template for AI, then distributes it to everyone.
Early adopters work in isolation
Your early adopters have built powerful Cowork workflows. That knowledge stays with them.
Everyone else doesn't know where to start
Most of your team should be using AI agents. They just need the right entry point.
No template system for AI
You had Excel templates and Word docs. You need the same thing for Cowork. Owned by your best people, used by everyone.
The Platform
Playbook: the infrastructure for organizational knowledge
A desktop app and cloud platform that work together to manage the full lifecycle of your team's playbooks.
Automatic Distribution
Template owners publish a playbook. It pushes to every team member's Cowork instance automatically. No manual setup, no drift.
Version Control
Full history of every playbook change. See diffs, roll back, and track how your standards evolve over time.
Template Owner Model
One or two people own each playbook. Everyone else consumes it. Team members can propose edits that owners review and merge.
Desktop App
A native app on each team member's machine that syncs playbooks and injects them directly into Claude Cowork.
Rich Playbook Editor
Write and refine playbooks in a dedicated editor. Changes go through a review and merge flow before reaching the team.
Accelerates Adoption
Team members who haven't started with AI get a ready-made entry point. Your early adopters' workflows become everyone's workflows.
Deployed by Magnetic Advisors
We embed in your org, codify your workflows, and deploy across your teams.
We send engineers into your organization to build your playbooks and get your whole team running on AI.
We embed engineers in your org
Our team works alongside yours to understand your workflows, methodologies, and standards from the inside. We see how your best people actually work, not just what's documented.
We identify your early adopters and train them
Every team has people who are ready to lead on AI. We find them and teach them how to codify the way they work into playbooks that Claude Cowork can follow.
Together, we build your playbooks
Through 2-3 iterations of running agents against real work and providing corrections, accuracy goes from ~60% to 90%+. Each playbook captures your team's institutional knowledge.
Playbook keeps it all running
The platform distributes playbooks across your entire team, manages versions, and lets the knowledge keep evolving as employees propose edits and managers merge the best changes.
Use Cases
Built for teams that take their work seriously
Any role with defined processes and high standards can benefit from Playbook.
Investment Banking
Standardize how your analysts build models, write deal memos, and run comparables. One senior banker owns the playbook, 40 analysts follow it.
Deal evaluation · comp analysis · memo formatting
Real Estate
Encode how your team underwrites properties, evaluates acquisitions, and runs due diligence. Consistent output from every analyst on every deal.
Underwriting · bid evaluation · market analysis
Healthcare
Encode how your back-office teams handle billing reconciliation, claims processing, and compliance reporting. The same rigor, every cycle, every analyst.
Billing reconciliation · claims review · compliance reports
Management Consulting
Define how your consultants run market sizing, competitive analysis, and client deliverables. Your methodology, applied consistently at scale.
Market sizing · competitive landscape · client reports
Ready to bring your team's taste to AI?
Get Playbook deployed in your organization. Our team at Magnetic Advisors will have your first playbooks running in weeks, not months.