Documentation

Playbook Library

71 ready-to-deploy playbooks across 8 categories. Each one is a complete, deployable workflow that NAIA can execute on demand or on schedule.

Playbooks

Daily Operations

4 playbooks

Start every day prepared. End every day documented. These playbooks automate the rhythms that keep your practice running.

Daily Brief

Lighthouse + NAIA

AI-assembled morning briefing with overnight market moves, portfolio drift alerts, and today's meeting prep.

advisor-daily-brief

EOD Wrap-Up

Lighthouse

Automated end-of-day summary capturing completed actions, pending items, and next-day priorities.

end-of-day-wrap-up

Pipeline Review

Lighthouse

Weekly analysis of prospect pipeline, deal velocity, and conversion metrics across your team.

weekly-pipeline-review

Compliance Check

Lighthouse + NAIA

Daily regulatory compliance scan across all accounts, trades, and communications.

compliance-daily-check

Ready to deploy these playbooks?

Every playbook is pre-built and ready to run. Our forward-deployed team configures them for your firm's specific workflows, data sources, and compliance requirements.