playbooks

name	playbooks
description	Use this skill when building or executing startup playbooks - industry-specific workflows, stage-aware guidance, and automated founder journeys. Triggers on "playbook", "industry workflow", "stage-specific", "founder journey", "onboarding flow", "validation flow".

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

Category	Description	Playbooks Included
Core	Essential startup fundamentals	Onboarding, Idea Validation, Lean Canvas, Pitch Deck
Advanced	Growth and scaling	GTM, Fundraising, Team Building, Operations
Industry	Vertical-specific guidance	13 industries with tailored questions, metrics
Stage	Milestone-specific	Pre-Seed, Seed, Series A, Growth

Core Playbooks

Onboarding Playbook

Step	Screen	Agent	Outputs
1	Industry Selection	Industry Expert	industry, sub_category
2	Problem Definition	Problem Sharpener	who, struggle, why_now
3	Team/Founder	Founder Analyst	founder_market_fit, gaps
4	One-Liner	Pitch Writer	one_sentence_pitch

Validation Playbook

Validation Type	Duration	Agent	Outputs
Quick Validate	2-3 min	Validator Agent	Score, top 3 risks, 3 tasks
Deep Validate	10-15 min	Deep Analysis Agent	Full scorecard, market data
Investor Lens	5-7 min	Investor Simulator	Red flags, elephant questions

Canvas Playbook

Canvas Box	Source Data	Agent	Enhancement
Problem	Onboarding Step 2	Problem Agent	Top 3 problems ranked
Customer Segments	Market research	ICP Builder	First buyer profile
Unique Value Prop	One-liner + problem	UVP Generator	A/B test variants
Solution	Product description	Solution Agent	Must-have features
Channels	Industry playbook	Channel Advisor	Top 3 channels ranked

Pitch Deck Playbook

Step	Screen	Agent	Output
1	Template Selection	Template Advisor	Template style + slide count
2	Smart Interview	Industry Expert	8 industry questions answered
3	Content Generation	Deck Writer	All slides with bullets
4	Visual Enhancement	Visual Agent	Design suggestions
5	Review & Refine	Critic Agent	Elephant identifier, red flags

Industry-Specific Decks

Industry	Slide Emphasis	Unique Slides
SaaS	Traction, Retention	Net Revenue Retention
FinTech	Compliance, Trust	Regulatory Pathway
Healthcare	Clinical Evidence	FDA/CE Pathway
Marketplace	Liquidity, Take Rate	Supply/Demand Balance

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

Trigger	Condition	Action	Playbook
Onboarding Complete	Step 4 saved	Generate 5 validation tasks	Onboarding
Validation Score < 60	Quick validate done	Suggest pivot or refine	Validation
Canvas Incomplete	3+ boxes empty after 7 days	Reminder + AI suggestions	Lean Canvas
Pitch Deck Generated	Deck created	Run critic agent	Pitch Deck
Investor Added	New investor in CRM	Research + personalize	Fundraising

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

Feature	Knowledge Slice	Why This Slice
Onboarding	Failure patterns + Terminology	Guide early decisions
Lean Canvas	GTM patterns + Benchmark data	Validate business model
Pitch Deck	Investor expectations + Success stories + Red flags	Make deck investor-ready
Validator	Benchmark data + Red flags + Failure patterns	Score against standards
Tasks/Planning	GTM patterns + Failure patterns	Build actionable roadmap

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

Task	Model
Industry questions	gemini-3-flash-preview
Problem sharpening	claude-sonnet-4-5-20250929
Validation scoring	gemini-3-pro-preview
Deck generation	claude-sonnet-4-5-20250929
Critic/Red flags	claude-sonnet-4-5-20250929

References

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