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Tools and Platforms

All exercises in this playbook work with any AI chat tool. You don’t need a specific platform — use whatever you’re comfortable with. This page lists options by category for reference.

These are the tools you’ll use for most exercises. Any one of them is sufficient.

ToolBest ForNotes
ChatGPT (OpenAI)General-purpose exercises, wide model selectionFree tier available. GPT-4o recommended for more complex exercises.
Claude (Anthropic)Long-form analysis, nuanced reasoningStrong at synthesis and following complex instructions.
Gemini (Google)Integration with Google Workspace, multimodal tasksGood for exercises involving documents or data in Google ecosystem.
Copilot (Microsoft)Integration with Microsoft 365Useful if your workflow lives in Outlook, Word, and Teams.

Referenced in the advanced Agent Collaboration exercises. Not required for any exercise — the playbook teaches agent thinking through manual prompting first.

FrameworkWhat It DoesWhen to Explore
CrewAIPython framework for orchestrating multiple AI agents with defined rolesAfter completing AC-Advanced-01 — when you want to automate the handoffs you did manually
AutoGen (Microsoft)Framework for building multi-agent conversationsWhen you want agents that can talk to each other without manual copy-pasting
LangGraph (LangChain)Framework for building stateful agent workflows with graph-based logicWhen you need complex conditional logic in your agent pipelines

Relevant to the Workflow Automation pillar, especially at the advanced level.

ToolWhat It DoesWhen to Explore
n8nOpen-source workflow automation with AI integration nodesAfter completing WA-Advanced-01 — when you want to automate your prompt chains
Make (formerly Integromat)Visual workflow builder with AI stepsGood for non-technical users who want to automate without code
ZapierSimple automation connectors between apps, with AI actionsBest for straightforward automations: trigger → AI step → action

Tools that embed AI into existing workflows.

ToolWhat It Does
Notion AIAI writing and analysis built into Notion workspace
Obsidian + Smart ConnectionsAI-powered linking and search within an Obsidian vault
Raycast AIQuick AI access from any application on macOS
Google Workspace AIAI features embedded in Docs, Sheets, Gmail