Taskilo playbooks

Real AI work,
mapped out safely.

Start with a useful outcome—not a blank chat. Every playbook shows the apps, permissions, review points, and instructions needed to configure the work in Taskilo.

10playbooks
9companion roles
4clear setup steps

Taskilo workflow planner

What do you want off your plate?

Describe repetitive work in plain language. Taskilo will match it to a companion, execution mode, and safe starting playbook.

Ready-to-configure playbooks

Start with work people already delegate.

10 playbooks

Work & operations

AI inbox manager

Sort incoming mail, archive routine noise, prepare replies in your voice, and hold uncertain or sensitive messages for review.

Companion
Inbox Manager
Setup
15–25 minutes
Open playbook
Sales & customers

Sales prospecting

Research a target account list, find live buying signals, rank prospects, and prepare outreach for review before the next workday.

Companion
Sales Outbound
Setup
25–40 minutes
Open playbook
Work & operations

Executive briefing

Collect the latest decisions, risks, deadlines, and unanswered questions into one concise weekly briefing.

Companion
Chief of Staff
Setup
20–35 minutes
Open playbook
Finance & admin

Expense reconciliation

Collect receipts, match them to charges, flag missing evidence, and prepare an expense report without guessing.

Companion
Expense Manager
Setup
20–30 minutes
Open playbook
People & hiring

Candidate screening

Read applications consistently, build a source-backed shortlist, and prepare introductions without making the hiring decision.

Companion
Talent Scout
Setup
25–40 minutes
Open playbook
Sales & customers

Renewal watch

Keep account context together, detect approaching renewals, summarize risk, and draft the right follow-up.

Companion
Account Manager
Setup
20–35 minutes
Open playbook
Engineering

Software bug triage

Use Codex CLI or Claude Code on a selected local workspace to reproduce an issue, explain the cause, and prepare a bounded fix.

Companion
Coding Agent
Setup
15–30 minutes
Open playbook
Marketing & research

Paid-media monitoring

Compare spend and conversion signals, explain material changes, and prepare recommended actions for approval.

Companion
Paid Media
Setup
25–45 minutes
Open playbook
Marketing & research

Research digest

Monitor a focused question, remove duplicates, summarize only material updates, and preserve links to the original evidence.

Companion
Research Companion
Setup
15–30 minutes
Open playbook
Work & operations

Meeting follow-up

Extract decisions and action items from approved notes, confirm owners and deadlines, and prepare follow-up without inventing commitments.

Companion
Chief of Staff
Setup
10–20 minutes
Open playbook

Start with a practical workflow

Try these playbooks in Taskilo.

Create your account to get started online. For mobile access, choose your device on the download page and confirm your email to join its beta tester list.