Playbooks

How-to library for the family office. Each entry is a working procedure — either a human follows it, or a Claude session runs it end-to-end without re-deriving the steps.

Playbook	What it does
Daily briefing	Morning scan across Gmail, M365, Paperless, Brex, PayPal, Fireflies. Runs autonomously at 06:30 MT.
Maintenance / hygiene	Weekly KB sweep. Flags stale items; doesn't delete.
Branding rollout	Per-surface tracker for applying the RH brand kit across every site and email sender.
Brand preview	Visual reference for the brand kit — palette, type, logo variants.
Cross-tenant access — Kelly	Granting Kelly DeBrocke access across the M365 RFH and Casa Moksha tenants.
Documenso orgs	Org-by-org configuration of the Documenso e-signature platform.
Onboarding	New-staff onboarding procedures.
Offboarding	Staff-departure procedure.

When writing a new playbook: lead with the goal in one sentence, number the steps, link prerequisites inline. If it's automation-runnable, write for the runtime; if it's human-only, write for the human. Add a "keep this updated" note up top if it's expected to evolve.