This playbook guides you on how to automate tasks in ChatGPT to save time by connecting external apps like WordPress, Google Docs, and social media. By watching, you'll learn to create custom GPTs, set up webhooks, and use tools like Make to pull and post information, streamlining your workflow.

This playbook guides you on how to leverage Claude's new 'Projects' feature with custom instructions and team collaboration. You'll see how to create structured outputs and efficient workflows on Claude by using this new projects feature and how to tailor interactions. You will learn how to analyze call transcripts, assess goal alignment, and improve future calls all within a defined framework, leading to streamlined processes.