Automate and Standardize Workflows with Task Templates and AI in Lifted Work

Turn Repeated Work Into Repeatable Systems

If your agency regularly sends client emails, builds campaigns, or reports on performance, you’re likely doing more repeat work than you need to. Lifted Work’s Task Templates let you convert these recurring workflows into reusable, scalable task blueprints.

Even better? You can embed videos, give step-by-step guidance, and tap into built-in AI that adapts to each client automatically.

Organize Templates by Workflow

Within the Settings > Task Templates section, you can create organized template groups—like Admin Tasks, Campaign Builds, or Ad Management. Each group contains individual templates your team can reference or assign.

Templates include:

• Task name and category

• Estimated time (e.g. 60-minute meetings)

• Status (active/inactive)

• Optional instructions or embedded videos

This helps standardize your operations while making onboarding new teammates easier.

Add Human Instructions or AI Prompts

Templates support both human-readable instructions (checklists, bullet points, or Loom videos) and AI-powered prompts.

When you include an AI prompt, Lifted Work can:

• Pull in real-time client data

• Generate email drafts, summaries, or creative work

• Chain follow-up tasks (e.g., “Create a review task after drafting”)

• Use natural timing like “tomorrow” instead of exact dates

This transforms your templates into intelligent, automated workflows.

AI Prompts That Leverage Client Context

Unlike generic tools, Lifted Work’s AI features know who your clients are. When a task template is assigned to a specific client, the system injects the client’s details into the prompt automatically.

For example, you can create a prompt like:

“Write a weekly email update using three recently completed milestones and upcoming tasks.”

Once marked complete, the task:

1. Kicks off an AI job

2. Pulls client context

3. Generates a draft email

4. Optionally creates a follow-up task (like reviewing the draft)

Automate Follow-Up Actions with Chained Tasks

A standout feature is post-completion automation. When a task finishes—especially one powered by AI—you can configure follow-up actions to happen immediately.

For example:

• AI drafts an email

• Then creates a new task for a human to review it tomorrow

• That review task can be pre-assigned to a team member like Rick

This supports lightweight, flexible automation across workflows without needing rigid scheduling rules.

Easily Create Tasks from Templates

When creating a task, you can select from your template library. Once selected:

• The client is chosen

• Task title, estimated time, and prompt are pre-filled

• If AI is involved, the prompt executes automatically after completion

• The full task and client context are saved and tracked

You maintain control while saving time and reducing repetitive setup work.

View AI Output and Edit Before Sending

AI-generated content (like emails) is saved as a draft—not sent automatically. That way, you or your team can:

• Review for tone and accuracy

• Make adjustments

• Ensure personalization before it goes live

Lifted Work acts like a high-context assistant—not a blind automation engine.

Use Loom or Scribe for Better Task Instructions

Complex processes can be hard to describe with text alone. Lifted Work supports embedded Loom videos and Scribe guides inside task templates or directly in tasks.

This is especially useful for:

• Onboarding walkthroughs

• Detailed campaign build instructions

• Explaining a new workflow

Just paste your video link and it becomes part of the task—easy to reuse across clients and teammates.

Practical Flexibility for Your Agency

With Lifted Work’s Task Template system, your agency can:

• Save time on recurring work

• Keep quality high with repeatable instructions

• Empower your team to work faster

• Leverage AI safely, with human-in-the-loop controls

• Add video walkthroughs for clearer communication

It’s a pragmatic, scalable way to combine automation with your agency’s unique processes and tone of voice.