AI Playbooks

Automations for your agency.

Each playbook is a set of task templates you drop into your account. Playbooks, data and context are completely customizable.

What agencies are automating

GA4 data

Branded PDF report delivered to client portal

A client's website

SEO audit with fix-it tasks assigned to your team

Client emails

Follow-up tasks scheduled on your calendar

Search Console

Content briefs targeting keyword gaps

One blog post

Social content across every platform

A campaign brief

Drafted email campaign in your review queue

A new client's site

Full onboarding package with audit and strategy

Completed work

Client email summarizing the month

Add any of these to your workspace with a single click.

Build a Brand Guide So Every AI Output Stays On-Brand

One setup per client keeps every content run on brand. A 3-step chain reverse-engineers the brand into a single note that every downstream content playbook (ads, social, blog, email) reads automatically. The offering section adapts to whatever the client sells, so it fits products, services, software, or storefronts.

Automate Monthly Account Reviews

Three chained tasks pull account activity for the month, create an internal health snapshot, and draft a recap email to the client with report links.

Build an SEO Keyword Strategy That Feeds Your Content Pipeline

Analyzes the client's website plus Search Console and GA4 data, then saves a prioritized keyword strategy as a client note the AI references every time it writes content.

From Strategy to Send-Ready Emails in One Chain

Four chained tasks: strategy, copy with A/B subject lines, QA for subject lines and CTAs, and a review task on your desk with setup instructions for your email platform.

Turn Blog Posts Into Social Content and a Branded Image

Four chained tasks extract the key points, write copy for LinkedIn, Twitter/X, Instagram, and email, generate a branded social image, and land a review task on your desk.

Generate Ad Creatives From Proven Frameworks

Three chained tasks: write ad copy from 10 proven frameworks, generate matching visuals, and land a review task on your desk with 4 complete creatives.

Automate Monthly Client Reporting With Built-In Analytics

Pull data from GA4, Search Console, Google Ads, Meta Ads, and GBP, render a branded report, post it to the client's feed, and draft a summary email. No third-party reporting tool required.

Automate New Client Onboarding

One Launch task dispatches every onboarding step in order. The Brand Guide builds itself, a welcome package (milestones, feed post, email) drafts automatically, a review task lands on the account manager's desk with a 7-item checklist, and only after approval does the client see a short welcome task on their portal.

SEO Audits That Create the Fix List

A 3-step chain crawls the site for technical issues, pulls Search Console and GA4 data, creates a priority-ranked audit deliverable, and generates fix tasks with specific pages and instructions. A review task lands on your desk.

Automate SEO Blog Posts From Your Keyword Strategy

The AI reads the client's keyword strategy note, picks the next keyword to target, checks existing content for cross-links, writes the full article, and updates the strategy so the next post picks up where this one left off.

30+ tools. Every one is optional.

You control which tools each playbook can use. Toggle access per template.

Work management

Create, list, update tasks
Read comments & time data
Task analytics
Deliverables with approval
Milestones & requests

Client context

Profiles & brand config
Email history
Client notes
Portal feed
Outstanding requests

Integrations

Google Analytics (GA4)
Google Search Console
Google Ads
Meta Ads & social
Google Business Profile

Content creation

Generate images
Branded PDF reports

Research

Browse & crawl sites
SEO audits
Page SEO & CRO
Brand asset extraction

Communication

Draft & send emails
Post to portal feeds
Comments & @mentions
External API calls

Put a playbook to work this week.

Drop one into your account, point it at a client, and watch the work get done.