AI by NicheAn assistant that watches, drafts and chases. You decide.
An AI agent is an assistant that runs a routine for you instead of waiting for you to type each message. It can watch the inbox you point it at, keep a sheet up to date, research on a schedule and leave you drafts and reminders. These playbooks show you how to set one up for your kind of business, and where you stay in charge.
Checks the inbox, calendar or sheet you give it, on a schedule.
Writes replies, notes and lists for you to read and change.
Reminds you, and writes the nudge for the people who owe you something.
Nothing is sent, paid, signed or submitted without you.
Pick your business
Each page lists that business's agent jobs. Every job has the setup steps, the instructions to give your assistant, checks, what it will not do, approval gates and a data-handling note.
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Recruiters
Shortlists, business-development research, outreach drafts and CRM upkeep, prepared for you to review.
- Outreach and follow-ups drafted for each candidate and client, ready to review
- A scored shortlist waiting each morning, for every open role
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Photographers
Enquiry watching, quiet-lead follow-ups, morning briefings and blog drafts, ready for you to approve.
- Watch the inbox so no enquiry sits unseen on a shoot day
- A Monday list of quiet leads with follow-up drafts ready
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Accountants & bookkeepers
Records chasing, shared-inbox triage, quarterly checks and receipt extraction, drafted for you to review.
- Missing records chased per client, on a schedule, until they arrive or reach you
- The shared inbox matched to client and job each morning, replies drafted
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Estate agents
Sales progression chasers, enquiry replies, listing drafts and vendor updates, prepared for you to sign off.
- Sales progression chased on schedule, with stuck sales flagged for you
- Portal and website enquiries answered in draft within minutes, with viewing slots
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Content creators
Weekly plans, sponsor invoice chasing, show-notes drafts and inbox sorting, with every post and reply left to you.
- A weekly content plan built from your idea bank, with a mid-week nudge
- Sponsor invoices chased politely until paid
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Dental practices
Recall lists, treatment-plan follow-ups, review requests and a daily huddle brief, worked from reference numbers and left for the practice to approve.
- A weekly recall list of lapsed patients, with message wording ready for the practice to merge and send
- "I'll think about it" patients followed up on a schedule, with a call task for the treatment coordinator
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Holiday let hosts
Guest reply drafts, turnover plans, review requests and a morning brief, with every message to a guest left for you to approve.
- Guest messages answered in draft from your own house rules, for you to approve every one
- A turnover plan for every checkout, with the cleaner's message drafted and problems logged for you
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Ecommerce & Etsy sellers
Weekly briefs, listing tidy-ups, returns checks and customer reply drafts, with every money-moving action left to you.
- A weekly performance brief from your exports, with every number marked for you to verify
- A batch of product listings tidied against your own format, in a CSV you review before importing
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Plumbers
Quote follow-ups, quotes from your site notes, invoice chasers and a job-day brief, drafted for you to send.
- Open quotes followed up on a fixed three-step schedule until they are won, lost or closed
- Your site notes or voice memo turned into a sendable quote the same day
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Landlords & letting agents
Repair logs, rent-late reminders, compliance dates and contractor briefs, prepared for you to review.
- Repair reports logged by you, with an acknowledgement drafted and anything that goes quiet chased
- A rent watch that lists late payments and drafts a polite reminder, and never a notice
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Solicitors & law firms (admin)
Client progress updates, enquiry replies, an AI-use log and document chasers, left for the fee earner to approve.
- A plain-English progress update drafted for each matter at each stage, for the fee earner to approve
- New enquiries answered in draft from your template, and a daily list of work at risk of sitting still
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Mortgage brokers and advisers
Document chasers, client progress updates, enquiry replies and an AI-use record, left for the adviser to approve.
- Missing documents chased per case from a tracker, until they arrive or reach you
- A plain-English progress update drafted at each stage, so clients stop asking where they are
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Personal trainers
Check-in round-ups, check-in replies, next-block drafts and call-prep briefs, drafted for the coach to review.
- A Monday round-up of who hasn't checked in and whose numbers are slipping
- Replies to routine check-ins drafted in your voice, for you to edit and send
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Tutors
Invoice chasers, a Monday brief, parent updates and next-lesson plans, written from your own short notes for you to send.
- Unpaid lesson invoices chased on a schedule, with the awkward ones left for you to ring
- A Monday brief of this week's lessons, unpaid invoices, cancellations and gaps
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Electricians
Enquiry logging, quote follow-ups and landlord inspection reminders, drafted for you to send.
- Missed calls and enquiries logged, with a reply drafted and a list of any left waiting
- Open quotes followed up on a three-step schedule
Works with the assistant you already use
The playbooks are written in general terms. Any assistant that can read your mail and a sheet through connectors, run a scheduled task and use a browser can follow them: for example Grok Bot, ChatGPT agent, Claude, or a workflow builder such as n8n or Make with an AI step. Tools change quickly, so check your tool's current features before you build.
What every playbook keeps out of the agent's hands
- Sending anything to a client, candidate or customer. It drafts, you send.
- Paying, signing, filing or submitting anything for you.
- Deciding something that is your professional judgement.
- Getting around a login, a block or a site's terms.
Questions people ask
What is an AI agent playbook?
A step-by-step plan for setting up an AI assistant to run a routine for you: watching an inbox, keeping a sheet up to date, researching on a schedule, or chasing a late reply. Each one lists the steps, the instructions to give your assistant, what to check, what it will not do and where you approve.
Which assistant do I need?
The playbooks are written in general terms. Any assistant that can read your mail and a sheet through connectors, run a scheduled task and use a browser can follow them, for example Grok Bot, ChatGPT agent, Claude, or a workflow builder such as n8n or Make with an AI step. Tools change quickly, so check your tool's current features before you build.
Will it send emails or take payments for me?
No. The playbooks are written so the assistant drafts, lists and flags, and you decide. Anything that reaches a client, candidate or customer is written for you to send yourself, and each job lists its approval gates.
Is it safe to point an assistant at my inbox?
Only if you limit what it can see and do. Every job has a data-handling note and a check list. Start with something small, give it the least access that works, and keep personal data out of accounts you would not use for business.
How is this different from the niche playbooks?
A niche playbook gives you a prompt to paste when you need a job done. An agent playbook sets up a routine that runs on its own and brings you something to review.
Included in your plan
Agent playbooks are included in every plan: a single-niche plan includes that niche's agent jobs, and all-access includes all of them. See pricing →
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