AI Playbooks Features Pricing Integrations Guides How-Tos

AI Playbooks 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

From GA4 data

Branded PDF report delivered to client portal

From a client's website

SEO audit with fix-it tasks assigned to your team

From client emails

Follow-up tasks scheduled on your calendar

From Search Console

Content briefs targeting keyword gaps

From one blog post

Social content across every platform

From a campaign brief

Drafted email campaign in your review queue

From a new client's site

Full onboarding package with audit and strategy

From completed work

Client email summarizing the month

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

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

Make your future better

Adopt at your own pace
Guided setup
Cancel anytime
Easy start