Playbooks
A week's worth of tasks, set up in one pass.
Nobody's job is one thing. A playbook is the three or four tasks that go together for a particular week, installed at once. You connect what they share a single time, read a preview run on your own work, and approve.
A meeting happens, and what was promised in it turns into work.
Four tasks. People who run a team, and spend the week in meetings about work other people are doing.
The Email PlaybookYour inbox sorted each morning, and the replies already drafted.
Four tasks. Anyone whose day starts in the inbox and ends with replies still owed.
The Home Services PlaybookThe mailbox is the business, and the quote nobody chased is the job you did not win.
Four tasks. Plumbers, electricians, HVAC, roofers and landscapers, where the owner is the person answering the company mailbox.
The Agency PlaybookA client is owed a report, and what goes in it happened in your mail, your calls, your tracker and their search traffic.
Four tasks. Marketing, SEO and creative agency owners, and the consultants who owe a client the same weekly note.
Why a set
The tasks that go together are set up together.
You describe nothing. Each task in a playbook is already written, and setup asks only for what it needs from you.
You connect a mailbox, a calendar or a tracker once for the whole set, not once per task.
Every task runs a preview on your own work first, with the actions held back for you to read.
Any task you do not want comes out before anything is installed.
Start with the week you actually have.
Pick the playbook closest to it, connect what the tasks share, and read the preview run before anything is real.