Learn how to automate recurring tasks and client workloads using the AI Task Scheduler. Covers creating scheduling tasks, writing AI prompts, reviewing upcoming work, and tips for staying organized.
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.
Start by creating a new task that will act as the trigger for your scheduler.
This task won’t be the actual work. It’s the scheduler that creates the real tasks based on your AI prompt.
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.)
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.
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.
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:
From the Tasks screen:
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.
If you plan to run the same scheduler each month:
Anyone on your team can apply the template without rewriting prompts.
By default, Autocomplete tasks are hidden from normal views so they don’t clutter your workspace. If you need to find them:
This is important if you can’t find your scheduler task after it’s executed.
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.
Need to assign recurring work to yourself or your team that isn’t client-specific?
Once you’ve tested your first scheduler, duplicate it and let it run month after month.
FAQ
Autocomplete runs the current task's AI instructions at its due date. Run on complete fires the Lifty Prompt after that task is completed, whether completion was manual or automatic. A scheduler often uses both: one runs the trigger and the other creates the next work.
Client scope, staffing, priorities, and start dates change. A rolling month provides enough visibility for capacity planning while limiting the cleanup required when an account pauses or work moves.
Future tasks do not become appropriate just because they were created automatically. Review the next month's schedule before it runs, remove or reassign work that no longer applies, and stop the scheduler that would recreate it.
Yes. Create an internal agency account and use the same task templates, owners, relative dates, and review steps for operations, finance, hiring, or the agency's own marketing. Keep client-only data out of internal task prompts.
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.
02
An internal report template for account managers covering task performance, time tracking, client requests, correspondence, and team workload over the last 30 days.
03
Filter, sort, bulk-update, and schedule tasks across every client from one place.
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Turn a recurring process into a playbook that runs on a schedule, produces real deliverables, and routes them through your team before they reach a client.
