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Playbooks

A playbook is one way of doing one thing, written down: who does each step, when it counts as done, what to check, what goes wrong. People and Brain Club agents run the same one, and every run makes the next version better.

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You are reading 12 of 159 playbooks. Sign in and the whole library opens in your own workspace — with runs, approvals and your company's own versions.Open in Brain Club
Register a new limited company (SIA) in Latvia

A new SIA exists in the Latvian Enterprise Register with the company's own documents, board and legal address, and the registration extract is archived.

Company & legal8 steps3 decisions yoursdraft4 to verify
Book the annual technical inspection

The vehicle passes its periodic technical inspection on time, the certificate is recorded, and the next deadline is watched.

Edgars runs itVehicles8 steps2 decisions yoursdraft6 to verify
Renew compulsory motor insurance (OCTA)

Every company vehicle holds a continuous OCTA policy in the company's name, the new policy starts the day after the old one ends, and the next renewal is in the watch.

Edgars runs itVehicles8 steps2 decisions yoursdraft4 to verify
Register a new domain

The company holds the domain in its own name, it resolves on Brain Club nameservers, and it is in the renewal watch.

Kaspars runs itDomains, mail & security8 steps2 decisions yoursaccepted
Hire an employee — from need to first day

The role is defined and approved, a candidate is chosen, a written employment contract is signed before the first day, and the employee is registered with the state.

Sanita runs itPeople10 steps4 decisions yoursdraft6 to verify
Prepare and file the Latvian VAT return

The monthly VAT return (PVN deklarācija) is filed in VID EDS with correct figures, the VAT due is paid by the deadline, and the filing is archived.

Anna runs itMoney8 steps2 decisions yoursdraft1 to verify
Chase an overdue customer invoice politely, then firmly

The invoice is paid or the company has a dated escalation trail (reminder, second reminder, final demand) and a decision on the next step.

Ineta runs itMoney9 steps4 decisions yoursdraft4 to verify
Review the monthly company growth plan

Last month's numbers are compared against the plan, variances are explained, and at most three actions are chosen and recorded as goals for next month.

Roberts and 2 more runs itGrowth & planning7 steps2 decisions yoursdraft
Check a new customer's reliability before credit

The customer is checked in the public registers and against payment behaviour, and a written credit decision exists before the first invoice on credit.

Jānis and 1 more runs itSales8 steps1 decision yoursdraft3 to verify
Create a mailbox for a person

The person has a working company mailbox in the company's domain, with SPF/DKIM/DMARC passing and no forwarding to personal addresses.

Kaspars runs itDomains, mail & security8 steps1 decision yoursdraft
Resolve a customer complaint

The complaint is logged, answered in writing within the promised time, the remedy is decided and executed by a named person, and the root cause is recorded.

Māris runs itOperations10 steps4 decisions yoursdraft3 to verify
Owner's weekly review — money, people, customers, risks

Once a week the owner sees one page of numbers and exceptions, decides act/watch/drop on each, and every decision leaves with an owner and a date.

Kaspars runs itManagement8 steps2 decisions yoursdraft