Products / The AI-First Operating Playbook

Playbook · Imprint Adrian Verdan · English

The AI-First Operating Playbook

A practical playbook for AI automation in small businesses. Covers the 2026 model landscape with dated pricing, an automation blueprint you can reuse, function-level playbooks, governance with human-in-the-loop gates, an ROI calculator, and four XLSX working templates.

39 € excl. VAT

VAT depends on your country; the final price is shown at Gumroad checkout before purchase. Merchant of Record: Gumroad.

Through this link: 10% off — code WEBSITE10 is applied automatically at the Gumroad checkout.

Immediate download after purchase.

Created with AI assistance, editorially reviewed — disclosed in the spirit of EU AI Act Art. 50; details inside the product.

What's inside

Nine chapters, built to act on.

  1. Mindset & maturity. What "AI-first" means in practice — and an automation maturity model to locate yourself on the ladder.
  2. The 2026 model landscape. Current models with dated pricing and usage profiles, so you pick the right tool for the job.
  3. The automation blueprint. A repeatable, step-by-step pattern from idea to running automation — reusable across functions.
  4. Playbooks by function. Concrete automations for marketing, operations, finance, and customer interactions.
  5. Tooling & orchestration. How to wire tools together without unnecessary platform lock-in.
  6. Governance & safety. Human-in-the-loop design, data minimisation, and a risk register you can actually fill in.
  7. ROI & prioritisation. A numbers-first framework for deciding what to automate next — with a live ROI calculator.
  8. What an AI-first operating system looks like. How the pieces add up to a system that runs your business, not just individual tasks.
  9. Appendix & templates. Prompt library, disclosure templates, and all four XLSX working files.

Real excerpts

This is what the product looks like inside.

AI-First Operating Playbook Chapter 1

What to automate — and what not to

A task is a good automation candidate when it is repetitive, has a clear input and output, and its errors are cheap to catch and reverse. It is a poor candidate when it needs real accountability, touches money or the law irreversibly, or depends on context only a person has.

Automate freely
  • Drafting (emails, posts, summaries) that a human still approves
  • Classifying, tagging and routing incoming items
  • Extracting structured data from documents for review
  • First-pass research and note-taking from sources you provide
Keep human (or gate tightly)
  • Sending money, refunds, or signing anything
  • Final tax bookings and case-by-case legal or tax decisions
  • Hiring, firing, and other high-stakes people decisions
  • Anything a customer would be harmed by if it were wrong
Excerpt from the playbook, chapter 1 — shown with full context in the product.
AI-First Operating Playbook Chapter 7 — Live demo

ROI calculator

Pre-filled with the playbook's worked example. Change any value to see your own numbers.

€496
Net saving / month
1.2 mo
Payback period
€5,347
First-year net (after build)

Monthly hours saved = hours/week × people × realisation × 4.33. Net saving = monthly hours × loaded hourly cost − running cost. Payback = build cost ÷ net saving. First-year net = net saving × 12 − build cost.

Estimate based on your inputs, no guarantee of results.

Excerpt from the playbook, chapter 7 — shown with full context in the product.

For whom — and for whom not

Is this playbook right for you?

A good fit if you

  • run a small business or work solo
  • want concrete automation with proper controls
  • take governance and ROI seriously

Not a fit if you

  • are planning an enterprise rollout
  • want a no-code tool catalog
  • are looking for a vendor pitch

Everything included

What you download.

Frequently asked

Quick answers.

What exactly is included?

Nine chapters as an HTML bundle plus PDF, two interactive calculators (ROI calculator and model-cost estimator), four XLSX working templates, and three Markdown tools: a prompt library, an AI disclosure and risk register, and a prompt-injection drill pack.

Which AI models does it cover — and how current is the data?

The 2026 model landscape across the Anthropic (Claude), OpenAI (GPT), Google (Gemini) and xAI families — with dated pricing as of July 2026, checked against the official provider sources, including the subscription-versus-API cost logic.

How is this different from generic AI business content?

Every factual claim is dated and checked against provider sources you can verify yourself. The playbook ships working templates and calculators instead of abstract advice, and builds human-in-the-loop governance into every workflow. No hype, no vendor pitch.

39 € excl. VAT

VAT depends on your country; the final price is shown at Gumroad checkout before purchase. Merchant of Record: Gumroad.

Through this link: 10% off — code WEBSITE10 is applied automatically at the Gumroad checkout.