# Agency Automation Templates - Every Playbook

> Browse every AI playbook you can install: monthly reporting, SEO audits, content pipelines, onboarding, and more. Each adds a full template group in one click.

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

Playbook library

## Every playbook, ready to install.

Ten playbooks. Importing one adds its whole template group to your account. Read what each step does before you install it, then edit the prompts to sound like your agency.

New to playbooks? [Start with how they work](https://www.liftedwork.com/automations)

### [Build a brand guide so every AI output stays on brand](https://www.liftedwork.com/automations/automate-brand-guide)

Every ads, social, blog, and email playbook you run afterwards writes in the client's voice, because they all read the same brand note. It is built once per client from the site and the live ad accounts, and the offering section adapts to whatever the client sells, from products to services to software.

![Build a brand guide so every AI output stays on brand](https://assets.liftedwork.com/trainings/playbooks/brand-guide.webp)

### [Automate monthly account reviews](https://www.liftedwork.com/automations/automate-monthly-account-review)

An internal health snapshot of the month's account activity, plus a recap email drafted to the client with the report links already in it.

![Automate monthly account reviews](https://assets.liftedwork.com/trainings/playbooks/monthly-account-review.webp)

### [Build an SEO keyword strategy that feeds your content pipeline](https://www.liftedwork.com/automations/automate-seo-keyword-strategy)

A prioritized keyword strategy saved as a client note, built from the client's site plus Search Console and GA4 data, that every content playbook reads first.

![Build an SEO keyword strategy that feeds your content pipeline](https://assets.liftedwork.com/trainings/playbooks/seo-keyword-strategy.webp)

### [From strategy to send-ready emails in one chain](https://www.liftedwork.com/automations/automate-email-campaign-sequence)

A full sequence arrives planned, written with A/B subject lines, and checked for CTAs and tone across every message, with setup instructions for whatever platform you send from. The default is a welcome series, and it works the same for re-engagement, launch, or nurture.

![From strategy to send-ready emails in one chain](https://assets.liftedwork.com/trainings/playbooks/email-campaign-sequence.webp)

### [Turn blog posts into social content and a branded image](https://www.liftedwork.com/automations/automate-blog-to-social-repurposing)

One blog post becomes LinkedIn, Twitter/X, and Instagram copy, an email newsletter snippet, and a branded quote graphic, each written for how people read on that platform. You review the whole set before anything is scheduled.

![Turn blog posts into social content and a branded image](https://assets.liftedwork.com/trainings/playbooks/blog-to-social-repurposing.webp)

### [Generate ad creatives from proven frameworks](https://www.liftedwork.com/automations/automate-client-social-media-posts)

Four complete ad creatives, copy plus matching visuals, written against 10 proven frameworks and waiting in your review queue.

![Generate ad creatives from proven frameworks](https://assets.liftedwork.com/trainings/playbooks/client-social-media-posts.webp)

### [Automate monthly client reporting with built-in analytics](https://www.liftedwork.com/automations/automate-monthly-client-reporting)

A branded report lands in the client's feed with a summary email drafted alongside it, built from GA4, Search Console, Google Ads, Meta Ads, and Google Business Profile. No third-party reporting tool required.

![Automate monthly client reporting with built-in analytics](https://assets.liftedwork.com/trainings/playbooks/monthly-client-reporting.webp)

### [Automate new client onboarding](https://www.liftedwork.com/automations/automate-new-client-onboarding)

A new client gets a brand guide, milestones, a feed post, and a welcome email without anyone assembling them. The account manager approves the package against a 7-item checklist, and only then does the client see a short welcome task in their portal.

![Automate new client onboarding](https://assets.liftedwork.com/trainings/playbooks/new-client-onboarding.webp)

### [SEO audits that create the fix list](https://www.liftedwork.com/automations/automate-seo-audit)

A priority-ranked audit built from a site crawl plus Search Console and GA4 data, with the top findings already turned into fix tasks naming the specific pages. You approve the list before the team starts.

![SEO audits that create the fix list](https://assets.liftedwork.com/trainings/playbooks/seo-audit.webp)

### [Automate SEO blog posts from your keyword strategy](https://www.liftedwork.com/automations/automate-seo-content-pipeline)

A full article on the next keyword in the client's strategy, cross-linked to their existing posts, with the strategy note updated so the following month picks up where this one left off.

![Automate SEO blog posts from your keyword strategy](https://assets.liftedwork.com/trainings/playbooks/seo-content-pipeline.webp)

### Pick the process your team repeats every month.

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

[Back to the playbooks](#playbooks)

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