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Doe is built for delegating real work. You give agents the goal, the context they can use, the output you need, and the approval rules. Doe does the searching, reading, analysis, drafting, file work, spreadsheet work, and handoff, and each task ends in a deliverable. Use playbooks when you want more than an answer. A good playbook describes work a real person would recognize: the goal, the sources, the output, the review standard, and whether it should happen once or on a cadence.

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The Delegation Pattern

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Where To Deploy Agents

Revenue operations

Pipeline risk, renewal prep, account follow-up, prospecting, CRM hygiene, and sales updates.

Research and strategy

Market maps, pricing extraction, competitive intelligence, vendor comparisons, and cited memos.

Finance and operations

Board metrics, investor updates, expense reviews, workbook models, public comps, and recurring reports.

Agents

Learn how Doe coordinates multi-step work, subagents, and reviewable outputs.

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What Makes a Strong Playbook

Strong playbooks combine several Doe capabilities:
  • Search across files, conversations, and connected apps.
  • Inspect source documents and cite the evidence.
  • Create or edit durable files such as PDFs, DOCX files, CSVs, and spreadsheets.
  • Draft emails, messages, and calendar events for approval.
  • Use spreadsheets and code sandboxes for analysis, validation, charts, and exports.
  • Share the result with the right people.
  • Convert repeatable work into a Loop when it should run on a cadence.

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Good First Playbooks

Prompting

Write prompts that specify goals, sources, outputs, and validation

Loops

Turn repeatable playbooks into scheduled Loops

Sharing

Package outputs for team review

Integrations

Connect the systems your agents can use