Onyx Craft Playbook

Start with a task you already have

Connect the systems Craft should use, describe the outcome, and get finished work delivered in the format your team needs.

Catch up after the weekend

Craft checks your inbox and Slack or Teams, then sends you a Monday-morning brief with what changed, what needs a reply, and where to focus first.

Generate slides from your template

Give Craft a brief and your company template. Get a finished deck with sourced content, on-brand layouts, and a clear narrative.

Follow up with every active prospect

Craft reviews your open deals, drafts a tailored email for each prospect, and updates HubSpot with the latest activity and next step.

What should Craft create for you?

Search for an outcome or filter by the kind of artifact you need.

Knowledge and research

Deep research report
Investigate a complex question across connected sources and the web, then return a cited report.

Market intelligence workspace
Synthesize internal positioning, win-loss notes, competitor pages, and customer feedback.

Vendor evaluation matrix
Score vendors against requirements, security documents, pricing notes, and stakeholder feedback.

Competitive battlecard
Turn competitor mentions, lost-deal notes, product gaps, and sales calls into a field-ready brief.

Policy explainer
Translate dense policies into a plain-language guide with citations and edge-case notes.

M&A diligence workspace
Organize diligence questions, document findings, open risks, and owners in one working view.

Sales and revenue

Account briefing generator
Summarize CRM history, call notes, open tickets, and product context before a customer meeting.

Pipeline forecast review
Track stage movement, next steps, blockers, and forecast changes for weekly review.

Renewal risk command center
Combine usage drops, escalations, contract dates, and owner actions into a live risk view.

Sales proposal builder
Create a tailored proposal from customer requirements, approved pricing, and product documentation.

Territory planning tool
Analyze accounts, rep capacity, geography, and historical performance to shape territories.

QBR deck generator
Turn usage, roadmap notes, tickets, and success plans into a customer-ready review.

Marketing and growth

Campaign brief builder
Convert research, positioning, ICP notes, and past performance into a focused campaign brief.

Content calendar generator
Prioritize customer questions, keyword themes, launches, and distribution moments.

Ad testing matrix
Generate channel-ready copy variants from product proof, customer language, and campaign goals.

Influencer shortlist
Research creators against audience fit, brand constraints, reach, and outreach priorities.

Social sentiment report
Collect public discussion, group recurring themes, and produce a launch or research brief.

Product demo presentation
Turn product capabilities, customer pain, and proof points into a persuasive demo flow.

Customer support

Support resolution assistant
Use documentation, ticket history, and product context to draft a complete response.

Escalation timeline
Create one reliable timeline from tickets, Slack threads, account notes, and engineering updates.

Customer health brief
Combine cases, account notes, renewal timing, usage, and open risks into a decision-ready view.

Voice-of-customer analyzer
Cluster tickets, call transcripts, and survey notes into product and retention themes.

Implementation checklist
Generate an onboarding tracker from scope, deployment docs, security requirements, and owners.

Knowledge gap finder
Find unanswered support questions and draft new help content with internal citations.

Engineering and product

Incident postmortem
Convert incident channels, logs, runbooks, and tickets into a structured postmortem.

Bug triage dashboard
Group bugs by impact, customer, owner, and release risk using engineering and support context.

PRD synthesis tool
Draft requirements from customer calls, support pain, roadmap notes, and technical constraints.

Release notes generator
Transform merged pull requests, tickets, and product specs into clear release notes.

Architecture decision builder
Turn design discussions, code references, and tradeoffs into a durable decision record.

Developer onboarding guide
Generate a repo-specific guide from code, docs, runbooks, and recurring team questions.

Security and compliance

Compliance evidence pack
Map policies, logs, screenshots, and owner notes into a control-by-control evidence set.

Security questionnaire assistant
Draft responses using approved security docs, past answers, and current architecture notes.

Access review dashboard
Build a reviewer view for application access, attestations, exceptions, and follow-up tasks.

Policy impact report
Compare proposed policy changes against current procedures, systems, and team obligations.

Contract redline brief
Summarize legal redlines, risk clauses, negotiation history, and business decisions.

AI governance tracker
Inventory agent workflows, data access, approvals, owners, and audit status.

Finance and operations

Billing dashboard
Turn invoice exports and CRM context into revenue, aging, and churn-risk views.

Budget variance report
Explain variance using budgets, invoices, purchase orders, and department notes.

Procurement intake portal
Route requests using policy, budget, vendor context, and approval requirements.

CapEx tracker
Track projects, approved budget, invoices, dependencies, and executive updates.

Invoice exception analyzer
Find mismatches across contracts, purchase orders, invoices, and approval history.

Weekly operations report
Compile status, blockers, metrics, and decisions from team updates and dashboards.

People, IT, and education

Employee onboarding portal
Create role-specific onboarding from HR docs, team guides, access steps, and FAQs.

Meeting notes to actions
Convert transcripts into decisions, owners, due dates, and follow-up emails.

IT helpdesk assistant
Draft support guidance using device policies, runbooks, known issues, and ticket history.

Training deck generator
Turn process docs and role requirements into a clear training deck with exercises.

Equipment checkout manager
Build an asset workflow for assignments, approvals, returns, and missing-item follow-up.

Campus knowledge assistant
Connect course, policy, service, and research knowledge into a cited self-service workspace.

Your company already has the context.

Connect the tools your teams use, keep source permissions intact, and give Craft a real outcome to work toward.