# AI Playbooks for Agencies - Ready to Install

> Save SOPs, AI prompts, tools, and review points as a reusable chain of tasks. Run the same Playbook for every client or install one from the library.

Source: https://www.liftedwork.com/automations

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.

[Get started](https://www.liftedwork.com/register)

[See how a Playbook runs](#how-playbooks-run)

![A library of reusable agency Playbooks](https://assets.liftedwork.com/marketing/automations/playbook-library-c066a58c54.webp)

### Your team rebuilds the tasks before client work starts

1. Team instructions
2. AI prompts
3. Time budgets
4. 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](https://www.liftedwork.com/features/ai-playbooks)

![A completed Playbook task starting a review task and then a client update](https://assets.liftedwork.com/marketing/automations/task-chain-c7fe0839c5.webp)

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

- Client details
- Links and accounts
- Latest communication
- Tasks and comments

![A monthly report review task holding the client portal step until approval](https://assets.liftedwork.com/marketing/automations/review-point-f0fa7d454b.webp)

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 templates](https://www.liftedwork.com/features/task-templates-with-sops-or-ai-prompts)

Playbook 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.

- [Monthly reporting](https://www.liftedwork.com/automations/automate-monthly-client-reporting)
- [Client onboarding](https://www.liftedwork.com/automations/automate-new-client-onboarding)
- [SEO audits](https://www.liftedwork.com/automations/automate-seo-audit)
- [Content production](https://www.liftedwork.com/automations/automate-seo-content-pipeline)

[Browse every Playbook](https://www.liftedwork.com/automations/templates)

### Get your first Playbook running

Run it for one client, adjust the templates, then use it across the rest

#### Set it up yourself

30 days. Full refund, no questions. Plans start at $5 per client.

[Get started](https://www.liftedwork.com/register)

We can build it for you

#### [The 21-Day Agency Build](https://www.liftedwork.com/setup)

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](https://www.liftedwork.com/setup)

### Build a process once

[Get started](https://www.liftedwork.com/register)

30 days. Full refund, no questions.