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