> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clickboss.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Playbooks Overview

> Playbooks are saved analysis templates you can run against your live marketing data on demand or on an automated schedule.

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.

## What playbooks can do

<AccordionGroup>
  <Accordion title="Detect creative fatigue before ROAS drops">
    Monitor CTR and frequency across your ad creatives. When engagement starts falling, ClickBoss flags it before the cost impact hits.
  </Accordion>

  <Accordion title="Monitor budget pacing across all campaigns">
    Track daily spend against your targets. Know instantly if a campaign is underspending or blowing through budget.
  </Accordion>

  <Accordion title="Surface underperforming keywords in Google Ads">
    Identify keywords with high spend and low conversion rates so you can cut waste and reallocate budget.
  </Accordion>

  <Accordion title="Track traffic source shifts in GA4">
    Spot when organic, paid, or referral traffic changes significantly so you can investigate before it affects revenue.
  </Accordion>

  <Accordion title="Check conversion rate drop-offs in your funnel">
    Find where users are dropping out of your purchase or signup funnel and quantify the revenue impact.
  </Accordion>

  <Accordion title="Monitor pipeline health in HubSpot">
    Track MQL-to-SQL conversion rates and deal stage movement so you can see pipeline problems early.
  </Accordion>
</AccordionGroup>

## 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](https://www.clickboss.ai/features/playbooks).

## Two ways to use playbooks

<Tabs>
  <Tab title="Run on demand">
    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.
  </Tab>

  <Tab title="Sensor mode">
    Turn a playbook into an automated sensor. It runs on a schedule (daily, weekly, or custom) and surfaces findings in your morning briefing when something is detected. Use this for ongoing monitoring.
  </Tab>
</Tabs>

## Next steps

<CardGroup cols={2}>
  <Card icon="play" href="/playbooks/run-a-playbook" title="Run a playbook">
    How to find and run a playbook from the library.
  </Card>

  <Card icon="radar" href="/playbooks/sensor-mode" title="Sensor mode">
    How to automate a playbook so it runs on a schedule.
  </Card>
</CardGroup>