MyPlaybookAi is an AI-automation consultancy founded by a seasoned enterprise software executive with over two decades of experience with process automation at industry leaders Oracle and Salesforce. Our expertise spans CRM, workflow automation, and AI-driven business transformation. We help organizations modernize revenue operations, customer engagement, and workforce productivity through practical AI automation strategies that deliver measurable business impact to your key performance metrics.

Our newest product, NotaryAgentAi, is planned for release in January 2026. Engineered to revolutionize the Notary Loan Signing appointment booking process, with the goal of increasing a Notary agent’s signing appointments by 25-50% per month. NotaryAgentAi automates the process of matching signing requests with the agent’s availability, capacity and loan signing preferences to maximize their business income.

We also offer Services designed to identify high-impact automation opportunities through structured discovery, process mapping, and technology evaluation, culminating in an executive Playbook and roadmap deliverable.

Connect with MyPlaybookAi for a free 30-minute discussion and take the first step toward transforming your business automation.