Rulebook Join the waitlist

Early access for sales, marketing and customer success teams

Say it once. See it done.

Your team has the tools and the AI, but not the time. Rulebook turns what your team says in meetings, Slack and email into work done in your CRM, inbox and documents. Every change comes with proof.

Join the waitlist See how it works
  1. Said"Move the Acme deal to negotiation at $36,000."
  2. DoneThe deal is updated in HubSpot, minutes after the meeting.
  3. ProofRead back from HubSpot: stage, amount and next step match.

Why Rulebook

Your team has the AI. Not the time to learn it.

Boards want every company to be AI native. Leaders hand out AI seats. But people have no time away from the day job to learn them, so the best models draft emails. Rulebook does the real work for your team, in the tools you already pay for. Why we build it

01How it works

One sentence in a meeting. Done in your tools, with proof.

Rulebook listens, plans, asks the owner, does the work and checks it. Here is one real run with Brightloop, our demo company.

  1. 01 HeardRulebook reads the meeting and writes down each promise, with the exact words.
  2. 02 PlannedEach promise becomes a work item with an owner, a plan and, when someone said one, a due date. Every input shows its source.
  3. 03 ApprovedThe owner approves the plan in Slack with one click. By default, Rulebook changes no record without the owner.
  4. 04 DoneRulebook updates the deal in the CRM and writes the email draft.
  5. 05 ProvedIt reads the result back from the tool. Work is done only when the result matches, and the receipt keeps the proof.

Pipeline review · Monday 9:04

LB

Laura Bennett Chief Revenue Officer

"Chris, move the Acme expansion to negotiation at $36,000, and put the security review on Thursday as the next step."

Promise found · Owner: Chris Taylor · Due: today

Plan · 3 changes in HubSpot

Update the Acme expansion

  • Deal stageProposalNegotiation9:04
  • Amount$24,000$36,0009:04
  • Next stepSecurity review, Thursday9:04

Each value links to the sentence it came from.

Slack · direct message to Chris

Chris, approve this plan?

EditApprove

Approved by Chris Taylor · one click

HubSpot · Acme expansion

Stage
Negotiation
Amount
$36,000
Next step
Security review, Thursday

Draft email to Mark Jensen saved in Rulebook. It sends only after Chris approves it.

Proof · read back from HubSpot

  • Stage is Negotiation
  • Amount is $36,000
  • Next step is the security review on Thursday

Receipt saved · the quote, the plan, the approval, 3 checks

Proof

Example with Brightloop, a demo company. All names and data are synthetic.

02Where work comes from

Nobody has to ask twice.

Four inputs, one list. Each item gets an owner, and a due date when someone said one.

  • Meeting"Move Acme to negotiation."
  • Slack"Who can send the pricing sheet?"
  • Email"Purchase order attached."
  • Schedule"Before each renewal call."

Rulebook · work items

  1. Update the Acme deal CT Today
  2. Send the pricing sheet DK Today
  3. Check the order against the quote NA Today
  4. Acme usage summary JM Mon

03What it does today

Real work, in the tools your team already uses.

Live today on real accounts, with Brightloop, our demo company.

Sales

The deal is updated

In HubSpot or Salesforce, then checked in the CRM.

Customer success

The usage summary is ready

Three days before each renewal call. Nobody asks.

Deal desk

The purchase order is checked

Against the quote, field by field.

Marketing

The one-pager is on brand

Your Google Drive template, checked before anyone sees it.

04What's nextIn development

It learns how your team works.

These features are in development. They are not available yet.

  1. Change the plan out loud

    Say a new step. The plan gets it.

  2. Show it a task once

    Do it one time. Rulebook does it next time.

  3. Decisions update the rules

    A rule said in a meeting, added after approval.

  4. After 20 clean runs, it stops asking

    Leaders still see each receipt.

  5. One view for leaders

    Every promise, its owner and its proof.

  6. A new workflow in one sentence

    Describe it once. Rulebook builds it.

  7. A first review of each contract

    Legal: a redline in your lawyers' style.

  8. Ready for large companies

    Single sign-on, roles, a full audit log.

Say it once. See it done.

We start pilots with a small number of sales, marketing and customer success teams. Leave your work email and we will be in touch.

We use your email only to contact you about Rulebook. See the privacy policy.