Use AI at work without becoming the liability.
Find the profession, then the bounded AI job. Every playbook here lets AI prepare the busywork — intake, follow-up, drafts, QA — and keeps the licensed, financial, and safety decisions with a person. The risky steps are gated on purpose. Pick your field.
Pick your field.
ONE COLLECTION · REPLACES 4 GUIDE SHOPS
Each role playbook is an evidence-backed field manual with the consequential steps gated — AI prepares, a human decides. Jump to your profession.
Banking / Mortgage / Credit
FAIR LENDING · FCRA · CREDIT DECISIONS STAY HUMAN
AI prepares the file and the follow-up; the credit and fair-lending calls stay with a person.
Mortgage Loan Officers
Let AI prepare the mortgage file — document intake, missing-item follow-up, borrower question prep, disclosure tracking — and keep every credit decision human.
Approval gate Open the playbook →
Loan Interviewers & Clerks
Preserve the application facts and route every consequential decision to a person — with field provenance, document evidence, and FCRA boundaries built in.
Approval gate Open the playbook →
Real Estate Appraisers
A source-controlled workflow for appraisal intake, comparable research preparation, and report QA — with confidentiality and bias checks. Valuation judgment stays human.
Approval gate Open the playbook →
Insurance
LICENSED JUDGMENT · COVERAGE AUTHORITY STAYS HUMAN
AI prepares the review and the file; coverage and licensed advice stay with a person.
Insurance Agents
Let AI prepare the client review — source-linked policy facts, renewal difference review, coverage questions — and keep the licensed judgment yours.
Approval gate Open the playbook →
Insurance Claims & Policy Clerks
Prepare the file with identity gates, document versioning, and correspondence QA — and never turn clerk work into coverage authority.
Approval gate Open the playbook →
Real Estate
FAIR HOUSING · RIGHTS · MONEY STAY HUMAN
AI prepares intake and messages; rights, safety, money, and fair-housing calls stay with a person.
Realtors & Agents
Remember people, respond faster, prepare better, and follow up with care — a simple realtor system where AI prepares and you approve. Follow your brokerage, MLS, and fair-housing rules.
Approval gate Open the field manual →
New Home Sales Agents
Cleaner appointments and consistent follow-up — AI preps notes before and cleans up after, while every sales action stays human-approved. No promises on prices, rates, or homes.
Approval gate Open the field manual →
Property & Community Managers
Prepare the handoff for property intake, work orders, inspections, vendors, and resident messages — and keep rights, safety, money, and fair housing human.
Approval gate Open the playbook →
Real Estate Appraisers
A source-controlled workflow for appraisal intake, comparable research preparation, and report QA — with confidentiality and bias checks. Valuation judgment stays human.
Approval gate Open the playbook →
Mortgage Loan Officers
Let AI prepare the mortgage file — document intake, missing-item follow-up, disclosure tracking — and keep every credit decision human.
Approval gate Open the playbook →
Software / Web / Data
PROOF-FIRST · EVIDENCE BEFORE RELEASE
AI helps build; evidence, tests, and receipts gate anything that ships or touches production data.
Software Developers
A proof-first AI coding workflow for requirements, change plans, tests, security, accessibility, review, release, rollback, and monitoring — evidence before release.
Approval gate Open the playbook →
Software QA & Testers
No evidence, no result. Approved test design, exact build identity, execution receipts, defects, traceability, and release gates.
Approval gate Open the playbook →
Database Administrators
A backup receipt is not a restore test. Database inventory, least privilege, backup/restore evidence, migrations, performance diagnosis, and integrity.
Approval gate Open the playbook →
Data Warehousing Specialists
Trace the data before you trust the result — source contracts, field lineage, data validation, reconciliation, quality metrics, and incidents.
Approval gate Open the playbook →
More regulated roles
SAME RULE · AUTHORITY STAYS HUMAN
Two more occupation playbooks with the same shape — AI prepares, a person keeps the authority.
Accountants & Bookkeepers
Let AI prepare the close — source control, reconciliation preparation, variance questions, close checklists — and keep financial authority human.
Approval gate Open the playbook →
Clinical Data Managers
Preserve the study record; never let AI become the source. Clinical data provenance, controlled study baselines, neutral query drafts, validation evidence, and audit.
Approval gate Open the playbook →