The Claude Code Playbook for Agencies
How to automate your ops with AI — the same system we use to run Happy Operators
What you'll learn
- 🎯 Custom Skills
Build slash commands for daily briefings, meeting prep, CRM updates, and more
- 📊 Notion Integration
Connect databases for tasks, CRM, meetings, and projects — all automated
- 📧 Gmail & Slack
Triage emails, draft replies, post updates — without context switching
- 🤖 Your Own "Co-CEO"
An AI assistant that knows your business, processes, and preferences
Inside HappyCEO (our internal system)
This guide shares the exact patterns we use to run Happy Operators with AI assistance.
/start-day Morning briefings with calendar, pipeline, tasks, and data hygiene alerts
/meeting-prep Auto-research contacts, create CRM records, generate discovery questions
/meeting-wrap Extract insights, create follow-ups, draft emails — all in one command
/draft-post Turn rough ideas into polished LinkedIn content with multiple variations
/inbox Triage Gmail, archive noise, create tasks from actionable items
/notion-health Data hygiene checks: stale leads, missing fields, overdue tasks
"This system saves me 10+ hours per week. I can focus on strategy while my AI handles the operational busywork."
— Matt, Founder of Happy Operators
See the Full Build Log
Every session, every decision, every lesson learned building HappyCEO. 2000+ lines of real implementation details.
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