Build reusable task blueprints with human instructions, AI prompts, and after-completion chaining.
Task Templates live in Settings > Templates, organized into groups like “Monthly Reporting”, “SEO”, or “Campaign Builds”. Each template includes a name, Lifty Prompt (AI instructions), SOPs / Details (human instructions), estimated minutes, tags, and visibility settings. The task templates how-to walks through the full setup.
The SOPs / Details field supports rich text: embed Loom videos, YouTube videos, Scribes, checklists, and formatted text. Your team gets clear, visual instructions for every task.
The Lifty Prompt tells the AI what to do. Use @mentions to reference other templates and teammates. When the AI runs a task built from this template, it combines your prompt with the client’s description, brand config, and history to produce relevant output.
Limit which tools the AI can use per template. This keeps the autocompleter focused on exactly the actions you want for each task type.
Creating a task from a template prefills every field automatically: instructions, time estimate, tags, autocomplete toggle, and visibility. Adjust per client as needed.
Set a Lifty Prompt with Run on complete on a template to trigger follow-up tasks automatically. Completing one task kicks off the next in the chain. Every AI Playbook uses this pattern to chain multiple tasks together.
FAQ
The SOP tells a person how to perform or review the work. The AI prompt defines the result an AI step should produce and the constraints it should follow. A template can include either one or both, depending on who performs each step.
Include the inputs, expected output, quality checks, owner, time estimate, visibility, and any important examples. Keep one template focused on one repeatable outcome so it remains easy to assign, measure, and revise.
Yes. A completed task can run a prompt that creates the next task from another template. This lets an agency separate drafting, production, review, and delivery while passing the relevant deliverable through the chain.
See assigned hours per person per day, spot who is overloaded before deadlines slip, and rebalance work in a few clicks.
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Track time while the work happens, compare it to each task's budget, and see where hours go by client, task type, or team member.
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Create reusable task blueprints with instructions, time estimates, Tools for AI settings, and Run on complete prompts. Organize them into groups for your agency.
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Sequence AI tasks so each one builds on the last. A draft created in one task carries to the next, where AI revises it, adds images, or reviews it before a client ever sees it.
