Agent Playbook — Latinum AI

01

Business Operations

Email, calendar, documents, follow-ups — the daily work that keeps your business running

✓ Live Most popular starting point

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✉️ Email DraftingLive

Follow-ups, proposals, overdue invoices, cold outreach — any tone, ready to send.

📥 Inbox ManagementLive

Triage, summarise, and reply to emails via Gmail or Outlook.

📄 DocumentsLive

Word, Excel, PowerPoint files saved directly to your Files tab.

📅 Calendar & SchedulingLive ✅

Scheduling, conflict detection, rescheduling, meeting prep briefings.

🎙️ Meeting TranscriptionPhase 2

Zoom/Teams recordings → structured notes, decisions, action items.

✅ Follow-Up TrackingLive ✅

Monitors open tasks, flags overdue items, sends reminders.

💰 Expense TrackingLive ✅

Log receipts, categorise, generate reports for accounting.

✈️ Travel LogisticsLive ✅

Research, itineraries, bookings, packing lists, ground transport.

Example Prompts — Try These Now

Email"Draft a follow-up email to a client who went quiet after I sent a proposal 2 weeks ago. Friendly, 4 lines."

Doc"Create a 12-month cash flow forecast template in Excel with Revenue, COGS, and Operating Expenses rows. Save as cashflow-2025.xlsx."

Report"Write a 1-page Q1 business summary: Revenue $142k (+18% YoY), 7 new clients, 1 churn. Executive tone. Save as Q1-summary.docx."

Inbox"What emails need my attention today? Skip newsletters and automated messages." (requires Gmail or Outlook connection)

02

Development & Automation

Write code, build tools, run QA tests, automate repetitive work with scripts

✓ Live No coding experience needed to ask

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💻 Code WritingLive

Python, JavaScript, HTML, SQL, Bash — write, debug, and explain code on request.

🧪 QA TestingLive

Test dashboards, APIs, and features. Reports with pass/fail results and issue logs.

🔁 Script AutomationLive

Automate repetitive tasks — file processing, data transforms, scheduled jobs.

🐛 DebuggingLive

Paste an error message or broken code — the agent finds the root cause and fixes it.

🌐 Web ScrapingLive

Extract data from websites and structure it as a spreadsheet or database.

📊 Data ProcessingLive

Clean, transform, and analyse CSV/Excel data files. Merge, filter, summarise.

Example Prompts

Code"Write a Python script that reads a CSV of client emails, removes duplicates, and exports a clean version."

QA"Test my website's login page, dashboard, and file upload feature. Give me a pass/fail report."

Auto"Create a script that automatically renames all files in a folder by adding today's date as a prefix."

Debug"This Python code throws a KeyError on line 14 — here it is: [paste code]. What's wrong and how do I fix it?"

Data"I have a spreadsheet of 500 sales transactions. Analyse it and tell me my top 10 clients by revenue, average deal size, and monthly trend."

03

Research & Intelligence

Competitive analysis, market research, industry briefings — real-time from the web

✓ Live No setup required

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🔍 Web ResearchLive

Real-time search across any topic — cited, structured, and ready to act on.

🥊 Competitive AnalysisLive

Map your competitors — pricing, positioning, strengths, weaknesses.

📈 Market ResearchLive

Market size, growth rates, trends, buyer behaviour — with sources.

📰 News BriefingsLive

Daily or weekly summaries of industry news relevant to your business.

🔎 Vendor ResearchLive

Compare suppliers, platforms, and services — with pricing and a recommendation.

⚖️ Regulatory ResearchLive

Canadian business law, tax rules, industry regulations — plain language summaries.

Example Prompts

Competitive"Research my top 3 competitors in the Canadian IT services space. Compare their pricing, positioning, and weaknesses. Give me a table."

Market"What's the current market size of the Canadian SMB software market and what's driving growth in 2025?"

Briefing"Give me a 5-bullet briefing on the latest AI regulation news in Canada from the last 30 days."

Vendor"Compare the top 4 Canadian payroll software options for a 15-person company. Include pricing, pros/cons, and a recommendation."

04

Integrations

Connect your agent to the tools you already use — Google, Slack, Notion, Zoom, and more

✓ 7 connections available CRM Live ✅

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📧 Google WorkspaceLive

Gmail, Drive, Calendar. Setup guide → Connections.

🟦 Microsoft 365Live

Outlook, Teams, OneDrive. Setup guide → Connections.

📓 NotionLive

Create pages, write to databases. Setup guide → Connections.

💬 SlackLive

Post summaries and alerts to channels. Setup guide → Connections.

📹 ZoomLive

Schedule meetings, pull transcripts. Setup guide → Connections.

📱 Twilio · 📩 MailchimpLive

SMS alerts + email campaigns. Setup guide → Connections.

🏢 CRM — Salesforce, HubSpot, Pipedrive, ZohoLive ✅

API keys ready to collect now. Skills ship Apr 2026.

📋 Project Tools — Asana, Monday, ClickUp, Linear, Jira✓ Live

Create tasks, update status, assign work — from chat. Connect any of the 5 tools in the Connections tab.

Example Prompts — With a Connected Integration

Slack"Send a summary of this week's completed tasks to our #team-updates Slack channel."

Google"Schedule a 45-minute call with my client next Tuesday at 2pm EST. Add it to my Google Calendar and send an invite."

Notion"Create a new page in my Notion 'Meeting Notes' database for today's call with the summary and action items."

Zoom"Pull the transcript from my Zoom recording yesterday and give me a summary with the key decisions made."

Asana"Create a task in our Q2 Roadmap project for the homepage redesign, assign it to Sarah, due May 15."

Jira"Create a bug report in PROJ for the login timeout issue. Priority: High. Assign to Marcus."

Linear"What are all the open issues assigned to me in the Engineering team right now?"

ClickUp"Mark the 'API documentation' task as done and add a comment: 'Published to Confluence on March 24'."

05

Platform Upgrades

New skills, OpenClaw version enhancements, and custom capabilities added over time

Grows with you Continuously expanding

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🧩 Installed SkillsLive

Purpose-built skills installed by your Latinum team — each one adds a new capability without changing your agent's core.

⬆️ OpenClaw UpdatesOngoing

New OpenClaw versions ship new built-in tools, performance improvements, and expanded model support automatically.

🔧 Custom ScriptsOn request

Scripts tailored to your specific workflow — Latinum builds them, installs them, and they run silently in your agent's background.

🤖 Model UpgradesOngoing

As more powerful AI models are released, your agent can be upgraded to use them — often with no action required on your end.

🏪 Skill MarketplaceComing

Browse and install community-built skills from a central marketplace — one click, no tech required.

🔒 Enclave / Sovereign ModeEnterprise

Run your agent fully air-gapped on Canadian infrastructure — no data leaves your environment. For regulated industries.

How This Works in Practice

Skills"Your Latinum team installs a 'Weekly Report' skill — now you can say 'Generate my weekly report' and it runs a custom workflow specific to your business."

Updates"OpenClaw 2026.4 ships with native browser control — your agent can now navigate websites and fill forms autonomously, no skill install required."

Custom"You ask Latinum to build a script that auto-generates a client invoice PDF every Friday at 5pm. It runs silently, you never think about it again."

Your agent.
Unlimited plays.

Every play starts with a conversation.

Your agent.Unlimited plays.

Every play starts with a conversation.

Your agent.
Unlimited plays.