Early access for GTM teams

Say it once. See it done.

Rulebook is the AI work agent for GTM teams. It finds the work in your meetings, playbooks and requests, does it in your tools, and shows you the proof.

Join the waitlist See it work

Every week, your team agrees on what to do. In standups. In pipeline reviews. In Slack threads. Then the work waits. Rulebook hears it once, makes a plan, asks the owner and does the work. Work is marked done only when Rulebook can show the result.

01The product

You say it in a meeting.Rulebook does it and shows you.

Brightloop / Action Tracker Listening

Weekly pipeline review

Mon, Oct 5 · Zoom · 6 people

CT
Chris Taylor 03:09

The Acme expansion is moving. They want Journeys for three business units now, so the amount goes from $24,000 to $36,000.
CT
Chris Taylor 07:09

They asked for a security review with their IT team on Thursday.
RM
Ryan Mitchell 08:38
CT
Chris Taylor 13:54

Will do.

Action item found · Owner: Chris Taylor

Can do Planning

Update the Acme expansion in HubSpot

Owner: CTChris Taylor
Due: Today
Source: Pipeline review · 08:38

Plan · 3 changes in HubSpot

Deal stage ~~Proposal~~Negotiation 08:38
Amount ~~$24,000~~$36,000 03:09
Next step Security review, Thu Oct 8 07:09

Chris, approve this plan?

Approved by Chris Taylor

Edit Approve

Proof check · read back from HubSpot

Stage Negotiation
Amount $36,000
Next step Security review, Thu Oct 8

Receipt saved · 3 sources · 1 approval

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

02How it works

It finds the work.Nobody has to ask twice.

Work comes from four places. Rulebook watches all of them, so no commitment depends on one person's memory.

01 / 04

01 · Meetings

Action items from every meeting

Rulebook reads the transcript. Each action item gets an owner, a due date and a link to the exact quote.

02 · Playbooks

Regular tasks from your playbooks

Your playbooks already say what must happen each week. Rulebook does each task on time.

03 · Requests

Inbound requests, picked up

POs, contract reviews and Slack requests do not wait in a queue. Rulebook starts them and asks the owner.

04 · Your words

Work you describe, in your own words

Tell Rulebook what you do, how often and how. Rulebook makes a workflow that you can edit and save.

03Trust

No source, no claim.

Each fact links to the place where it came from. A second model checks each claim. When a fact has no source, Rulebook asks a human. It never guesses.

Draft Follow-up to Mark Jensen, Acme Checking claims

Hi Mark, thanks for the review today. Your renewal date is November 15HubSpot · Acme and the new amount is $36,000 for three business unitsPipeline review · 03:09. Your team will add 200 new seats next year.Held · needs a human Next step: a security review with Greg Holt on ThursdayPipeline review · 07:09.

Sends only after Chris approves Review draft

A
Extract first, then write
Facts are copied from sources exactly. The model writes only the wording.
B
A second model checks
An independent verifier checks each claim against its source.
C
No "done" without proof
Rulebook reads the result back from the tool before it marks the work as done.
D
A human owns each item
Rulebook works for the owner, inside the owner's permissions. Every run has a receipt.

04Knowledge

Decide once.Your playbooks keep up.

When a leader changes a rule in a meeting, Rulebook finds the policy that it affects. It writes the edit and asks the speaker. After the approval, the playbook is current.

Laura Bennett, CRO Executive meeting · Oct 6

"From now on, any discount above 20% needs my approval, not the VP's."

Decision found → Discount Approval Policy

Notion / Deal desk / Discount Approval Policy

Discounts up to 10% need no extra approval.

Discounts from 10% to 20% need deal desk approval.

Discounts above 20% need VP of Sales approval.

Discounts above 20% need CRO approval.

Approved by Laura Bennett Policy updated · 4 deals affected

05What changes

Every meeting ends with the work already moving.
Every playbook runs on time, every week.
Every request is picked up when it arrives.
Every promise is kept, with proof.

06Teams

Built for the teamsthat run revenue.

Sales, marketing, customer success, deal desk, legal and support. One agent, with the same rules for each team.

Sales · CRM updates Marketing · Launch one-pagers Customer success · Renewal prep Deal desk · PO-to-quote match Legal · First-pass redlines Support · Ticket responses Sales · Follow-up emails SDR · Account research