Customer Magic

Playbooks

Say one sentence.
Your assistant does the job.

Eight jobs every pipeline needs done, written down step by step for the assistant you already use. You bring the list, the call notes or the stack of business cards. It knows the order.

01

Connect once

Add Customer Magic to the assistant you already work in. It is one address, and you only do it once.

02

Say one sentence

Each playbook starts with a sentence you can copy. Your assistant fetches the steps itself. There is nothing to install.

03

Check, then say yes

It shows you what it is about to do, with the numbers. Nothing on your board changes until you agree.

Get your deals in · From wherever they live today.
Day to day · The three habits that keep a board true.
When it comes up · An event, a holiday, a colleague moving on.
Runs without you · On a timer. You only decide.
What every playbook holds to

Four rules, in every one

An assistant that can change your pipeline needs limits you can state in a sentence. These are written into every playbook, and you can read each one in full on its page.

It shows before it writesYou see how many deals would be added, moved or changed. Then you say yes.
One next step, with a dateEvery deal it touches leaves with exactly one. A deal without a next step is how a pipeline goes quiet.
Done needs proofA step is closed with the message or meeting that proves it. Without one it is flagged, and you confirm with one tap.
It contacts nobody and deletes nothingSending is yours. Dropped deals stay findable, with the reason you gave.
Where they run

In the assistant you already use

Any assistant connected to Customer Magic can run these. When you start a job, it asks Customer Magic for the playbook and follows it, so you always get the current version.

In Claude Cowork and Claude Code, the free plugin also installs every one of them as a skill, next to the one that connects your inbox, calendar and CRM in the first place.

Not connected yet? Start with the setup skill

Try one on your own list

7 days free, no card. The clock starts the day you open it, not the day you sign up.

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