How to Use the AI Task Scheduler in Lifted Work for Recurring and Onboarding Work

Automate Recurring Tasks and Client Workloads with AI

Recurring work is part of every agency—weekly client meetings, monthly reports, routine internal ops. Lifted Work’s AI Task Scheduler and Autocomplete features let you set up these tasks once and have them run on schedule without logging in.

This guide walks you through booking recurring tasks, automating schedules, and setting up onboarding workflows.

Step 1: Create the Scheduling Task

Start by creating a new task that will act as the trigger for your scheduler.

• Select the client (or your internal agency “client” for non-client work)
• Assign a person of record (who oversees the automation)
• Set the start date for scheduling (e.g., the 1st of the upcoming month)
• Toggle Autocomplete ON (if you want the task to run automatically at the scheduled time)

This task won’t be the actual work—it’s the scheduler that creates the real tasks based on your AI prompt.

Step 2: Use a Lifty Prompt to Schedule Work

In the Lifty Prompt field, write the AI command to create the recurring tasks. Enable the Run on complete toggle so the prompt executes when the scheduler task is marked complete.

Example prompt:

Create the following tasks:

• @One Hour Meeting every Monday next month assigned to @Vivian
• @Campaign Build first Friday of next month assigned to @Rick
• @AI Monthly Review Email on the last day of next month assigned to @Rick

Tip: Use @ to reference saved Task Templates and People. Templates bring in estimated time, instructions, and other preset configurations. (Clients can be @mentioned in the AI Chat, but not in the Lifty Prompt field on a task.)

Why Plan Just One Month at a Time?

Recurring work can change—clients upgrade, pause, or churn. To stay flexible and avoid clutter, only book one month at a time.

Automate this further by adding a duplicate prompt at the end of your scheduler:

Duplicate this task for the last day of next month

Your scheduler re-creates itself every month, using the same prompts.

Example: Full AI Scheduling Prompt

Create the following tasks:

• @One Hour Meeting every Monday next month assigned to @Vivian
• @Campaign Build on the first Friday of next month assigned to @Rick
• @AI Monthly Review Email on the last day of next month assigned to @Rick

Then duplicate this task for the last day of next month.

This pattern keeps your team and clients scheduled month after month.

Step 3: Mark It Complete (or Let It Autocomplete)

If you toggled Autocomplete, the scheduler task will run at the exact time and date you scheduled, even if you don’t log in.

Or, you can manually mark the scheduler as complete to test your prompt before enabling Autocomplete.

Once triggered:

• Tasks are created with the dates and assignments you specified
• Milestones (if included) are set
• AI instructions are executed
• As tasks are completed, they’ll appear in the client’s feed

Step 4: Review Upcoming Work

From the Tasks screen:

• Navigate forward by month to see future tasks
• Filter by client or team member to narrow the view

You’ll see the tasks the scheduler created with the dates and assignments from your prompt. Use this for planning team capacity and prepping for client check-ins.

Bonus: Make Recurring Templates

If you plan to run the same scheduler each month:

• Turn it into a Task Template under Settings > Task Templates
• Set Autocomplete ON
• Add your prompt in the Lifty Prompt field and enable Run on complete
• Use relative time phrases (e.g., “every Friday next month”)

Anyone on your team can apply the template without rewriting prompts.

Finding Autocomplete Tasks

By default, Autocomplete tasks are hidden from normal views so they don’t clutter your workspace. If you need to find them:

• Search by task name in the search bar
• Navigate directly from a client’s or team member’s task links, which exclude autocomplete tasks by default

This is important if you can’t find your scheduler task after it’s executed.

Onboarding Tasks vs. Recurring Work

Recurring Schedulers are for ongoing, repeatable work (meetings, reports, reviews).

Onboarding Schedulers are for one-time workflows with fixed tasks and milestones (kickoff call, brand audit). For a step-by-step walkthrough, see Onboard New Clients in Under 15 Minutes, or use the Client Onboarding AI Playbook to automate the entire process.

You can use Lifty to set up onboarding like:

Create a milestone for “Kickoff Call” one business day from now Create task “Gather brand assets” due in 2 days Create task “Design homepage draft” due in 5 days

No duplication needed here—just build a complete one-time workflow.

Internal Agency Work

Need to assign recurring work to yourself or your team that isn’t client-specific?

• Create a client called Your Agency Name
• Use AI scheduling to assign internal work (reporting, marketing, admin)
• Manage your business the same way you manage client accounts

Tips for Recurring AI Scheduling

• Book 1 month ahead: keeps things flexible in case clients upgrade, pause, or churn
• Use @ mentions: pulls in saved task templates, estimated time, and instructions automatically
• Use relative time phrases: so the scheduler sets dates correctly even when reused monthly
• Avoid overloading the client feed: too many small tasks can drown out important milestones
• Duplicate schedulers monthly: automates recurring planning without reconfiguring every time
• Test before scaling: manually run your first AI prompt to confirm everything works before enabling Autocomplete

Once you’ve tested your first scheduler, duplicate it and let it run month after month.