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AI Playbook
Widely used AI tools, each with an honest note on cost, skill level and what you should never paste into them.
Wealth Playbook is not affiliated with, sponsored by or endorsed by any of the tools listed here. Names are used only to identify them.
Drafting, research structure and explanation
Privacy: Do not paste account numbers, client data or anything you would not email to a stranger.
Reviewed Sep 30, 2026
Visit ChatGPT's site → (opens in a new tab)Concept and marketing imagery
Privacy: Depending on the plan, images you create may be visible to other users. Check the terms before any commercial use.
Reviewed Sep 30, 2026
Visit Midjourney's site →Ready-made prompts to try in any of these, or back to the playbook.
Notes, documents and light project planning
Privacy: Processes your workspace content; review your organization's policy first.
Reviewed Sep 30, 2026
Visit Notion AI's site → (opens in a new tab)Video creation and editing
Privacy: Footage you upload is processed on the provider's servers.
Reviewed Sep 30, 2026
Visit Runway's site → (opens in a new tab)