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A playbook is a specific question you want to ask your data on a regular basis. For example: “Check my Meta campaigns every week. If any campaign’s CTR has dropped more than 20% versus its first 7-day average, flag it.” You write that logic once. ClickBoss runs it automatically.

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What playbooks can do

Monitor CTR and frequency across your ad creatives. When engagement starts falling, ClickBoss flags it before the cost impact hits.
Track daily spend against your targets. Know instantly if a campaign is underspending or blowing through budget.
Identify keywords with high spend and low conversion rates so you can cut waste and reallocate budget.
Spot when organic, paid, or referral traffic changes significantly so you can investigate before it affects revenue.
Find where users are dropping out of your purchase or signup funnel and quantify the revenue impact.
Track MQL-to-SQL conversion rates and deal stage movement so you can see pipeline problems early.

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Built-in playbooks

ClickBoss comes with a library of pre-built playbooks covering the most common analysis patterns across Meta Ads, Google Ads, GA4, Shopify, and HubSpot. You can run them immediately without any setup. Browse the full library at clickboss.ai/features/playbooks.

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Two ways to use playbooks

Open a playbook and run it against your current data. Results appear in seconds. Use this when you want to check something specific right now.

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Next steps

Run a playbook

How to find and run a playbook from the library.

Sensor mode

How to automate a playbook so it runs on a schedule.