Playbooks

Playbooks

Overview

Build and execute industry-aware, stage-specific automated workflows that guide founders from idea to investor-ready. Playbooks combine prompt packs, AI agents, wizards, dashboards, and automations into structured founder journeys.

When to Use

• Building onboarding workflows
• Creating industry-specific validation flows
• Implementing stage-aware guidance
• Designing automated task generation
• Building dashboard automation triggers

Playbook Architecture

┌────────────────────────────────────────────────────────────────────┐
│                    STARTUPAI PLAYBOOK SYSTEM                        │
├────────────────────────────────────────────────────────────────────┤
│                                                                     │
│  ┌─────────────┐    ┌─────────────┐    ┌─────────────┐            │
│  │   FOUNDER   │───▶│  INDUSTRY   │───▶│   ROUTER    │            │
│  │   SELECTS   │    │  DETECTED   │    │  (Context)  │            │
│  │   INDUSTRY  │    │             │    │             │            │
│  └─────────────┘    └─────────────┘    └──────┬──────┘            │
│                                                │                    │
│         ┌──────────────────────────────────────┼───────────────┐   │
│         │                                      │               │   │
│         ▼                                      ▼               ▼   │
│  ┌─────────────┐    ┌─────────────┐    ┌─────────────┐            │
│  │   CORE      │    │  ADVANCED   │    │  INDUSTRY   │            │
│  │  PLAYBOOKS  │    │  PLAYBOOKS  │    │  PLAYBOOKS  │            │
│  │             │    │             │    │             │            │
│  │ • Onboarding│    │ • Fundraise │    │ • FinTech   │            │
│  │ • Validator │    │ • Scale     │    │ • Healthcare│            │
│  │ • Canvas    │    │ • Pivot     │    │ • SaaS      │            │
│  │ • Pitch     │    │ • Exit      │    │ • +10 more  │            │
│  └──────┬──────┘    └──────┬──────┘    └──────┬──────┘            │
│         │                  │                  │                    │
│         └──────────────────┼──────────────────┘                    │
│                            │                                       │
│                     ┌──────▼──────┐                                │
│                     │   PROMPT    │                                │
│                     │    PACKS    │                                │
│                     └──────┬──────┘                                │
│                            │                                       │
│         ┌──────────────────┼──────────────────┐                    │
│         ▼                  ▼                  ▼                    │
│  ┌─────────────┐    ┌─────────────┐    ┌─────────────┐            │
│  │   WIZARDS   │    │    AI       │    │ AUTOMATIONS │            │
│  │   (4-step)  │    │   AGENTS    │    │  (Triggers) │            │
│  └─────────────┘    └─────────────┘    └─────────────┘            │
│                                                                     │
└────────────────────────────────────────────────────────────────────┘

Playbook Categories

Core Playbooks

Onboarding Playbook

Validation Playbook

Canvas Playbook

Pitch Deck Playbook

Industry-Specific Decks

Agent Routing

const AGENT_ROUTING = {
  onboarding_step_1: {
    agent: 'industry_expert',
    pack: 'problem-validation',
    context: ['industry', 'company_description']
  },
  onboarding_step_2: {
    agent: 'problem_sharpener',
    pack: 'problem-validation',
    context: ['industry', 'step_1_data']
  },
  validator_quick: {
    agent: 'validator_agent',
    pack: 'idea-validation',
    context: ['idea_text', 'industry']
  },
  canvas_generate: {
    agent: 'canvas_builder',
    pack: 'lean-canvas-generator',
    context: ['profile', 'validation_data']
  },
  pitch_generate: {
    agent: 'deck_writer',
    pack: 'industry_pitch_pack',
    context: ['profile', 'canvas', 'interview_data']
  }
};

Automation Triggers

Knowledge Injection

Each playbook injects industry-specific knowledge at runtime:

interface IndustryKnowledge {
  industry_id: string;
  success_stories: { company: string; what_worked: string; metric_proof: string }[];
  failure_patterns: { pattern: string; why_it_fails: string; warning_signs: string[] }[];
  investor_expectations: { stage: string; must_have: string[]; deal_breakers: string[] }[];
  benchmarks: { metric: string; good_threshold: string; great_threshold: string }[];
  red_flags: { flag: string; why_it_kills: string }[];
  terminology: { term: string; definition: string }[];
}

Context-Filtered Injection

Edge Function: playbook-router

// Actions
- 'get_playbook': Retrieve playbook for context (industry, stage, feature)
- 'run_step': Execute single playbook step with agents
- 'inject_knowledge': Get filtered knowledge for context
- 'generate_tasks': Create tasks from playbook outputs
- 'track_progress': Update playbook completion status

AI Model Selection

References

• PRD Section 3: Onboarding System
• PRD Section 4: Business Idea Validator
• Strategy Section 7: Industry Playbooks
• /startup-system/guides/101-startup-playbooks.md