Automation & Playbooks

Chain AI tasks together and schedule automated workflows to save time.

What are Playbooks?

Playbooks are automated workflows that chain multiple AI tasks together. Instead of running presets one-by-one, create a playbook to execute them sequentially with the output of one feeding into the next.

Creating a Playbook

  1. Navigate to Automation in your dashboard
  2. Click "Create Playbook"
  3. Add steps (presets) to your workflow
  4. Configure inputs and connections between steps
  5. Test the playbook
  6. Save and activate

Playbook Examples

📝 Content Publishing Pipeline

  1. 1. Generate blog post with GPT-4
  2. 2. Optimize for SEO (meta, keywords, schema)
  3. 3. Create social media posts from key points
  4. 4. Publish to WordPress
  5. 5. Share on Twitter and LinkedIn
  6. 6. Send notification to Slack

📊 Weekly Report Generator

  1. 1. Fetch analytics data from integrations
  2. 2. Generate insights and trends with AI
  3. 3. Create summary and visualizations
  4. 4. Generate PDF report
  5. 5. Email to team
  6. 6. Post summary to Slack

🛍️ E-Commerce Product Descriptions

  1. 1. Sync products from Shopify/WooCommerce
  2. 2. Generate SEO-optimized descriptions
  3. 3. Create social media posts for each product
  4. 4. Update product listings
  5. 5. Schedule social posts

AI Agents

AI Agents are autonomous playbooks that run continuously based on triggers or schedules:

  • SEO Crawler: Monitor website rankings and suggest improvements
  • Social Monitor: Track mentions and engage automatically
  • Content Curator: Find and summarize relevant content
  • Lead Scorer: Score and qualify leads from CRM

Scheduling Playbooks

Run playbooks on a schedule:

  • Daily: Every day at a specific time
  • Weekly: Specific days of the week
  • Monthly: First/last day of month
  • Custom: Cron expressions for advanced scheduling

Playbook Triggers

Start playbooks automatically based on events:

  • Webhook: HTTP POST request
  • Integration Event: New Slack message, email, etc.
  • Schedule: Time-based trigger
  • Manual: Run on-demand

Best Practices

🧪 Test Before Activating

Always test playbooks manually before scheduling them to catch errors.

📊 Monitor Execution

Check execution logs regularly to ensure playbooks are running correctly.

🔔 Set Up Alerts

Configure failure notifications to know when playbooks need attention.

💰 Watch Token Usage

Automated playbooks can consume tokens quickly. Monitor usage to avoid overages.

Pricing

  • Free Tier: No automation access
  • Starter: 5 active playbooks, 100 executions/month
  • Pro: 25 active playbooks, 1,000 executions/month
  • Agency: Unlimited playbooks and executions