Playbooks
Build a process once and run it for every client
Save SOPs for your team, prompts for AI, time budgets, and what runs next. Schedule the Playbook for a client and Lifted Work creates the client tasks.
Your team rebuilds the tasks before client work starts
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Team instructions
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AI prompts
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Time budgets
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What runs next
Lifted Work turns the full process into a Playbook you can run for any client
Run on complete
A completed task can start the next
Turn on Run on complete and the saved Lifty Prompt runs automatically. It can create the next task or start another Playbook for the same client.
See how Playbooks work
Scheduled runs
Every task has the client attached
Set it for the first of the month, every Monday, or run it on demand. Each task is created from its saved template for that client.
Available to Lifty AI
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Client details
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Links and accounts
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Latest communication
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Tasks and comments
Review points
Choose where the team steps in
Each template can hold the SOP for your team and a Lifty Prompt for AI. Let the step run automatically or pause it for review before client-facing work moves forward.
See task templatesPlaybook library
Start with a process you already run
Install a ready-made Playbook in a click. Edit every template, prompt, time budget, and review point.
Get your first Playbook running
Run it for one client, adjust the templates, then use it across the rest
We can build it for you
The 21-Day Agency Build
We onboard five clients and build four Playbooks: client reporting, client communication, onboarding, and recurring work. Live in 21 days, or it's free.
See The 21-Day Agency Build