Daily digest
Everyone knows the plan before the day gets busy.
A personal digest at the time you choose, in-app, by email and optionally on WhatsApp: overdue work, what's due today, posts going out and approvals waiting.
See the WhatsApp agentTasksTables and SOPs now live here too
Task Management for Agency Teams
Nothing slips.
Nobody chases.
Tasks for every client, each with an owner, flagged when overdue and summed up in a daily digest. Your team stays accountable without anyone micromanaging.
Free plan forever. Paid plans include a 14-day trial.
Moved to DoneNorthside Gym captions
Your daily digest2 overdue, 5 due today
Weekly report createdRepeats every Monday
Deadlines don't slip because people are lazy. They slip in the status meeting nobody needed, the task nobody owned and the reminder nobody sent. Whizo handles all three.
01 / How work moves
Work that gets handed out, repeats and finishes itself.
Plan a post. Hand out the work with it.
Add linked tasks while you create a post, each with an owner and a due date. If a client asks for changes, a revision task lands with the owner automatically.
Learn more: From the calendarFrom the calendar
Plan a post. Hand out the work with it.
Add linked tasks while you create a post, each with an owner and a due date. If a client asks for changes, a revision task lands with the owner automatically.
On a schedule
Set it once. It comes back on time.
Weekly reports, monthly audits and client check-ins repeat daily, weekly, monthly, yearly or on chosen weekdays, and every past occurrence stays on record.
Agents on the job
Some tasks finish themselves.
Connect an AI agent to a scheduled task for content drafts, reports and data pulls, with nobody doing it by hand.
02 / Every day
The morning briefing, and every hour after it.
Time tracking
Clock in. Clock out. Done.
Your team clocks in and out from the dashboard and logs breaks separately. Admins see who's working and export time logs as CSV for billing.
Start free03 / How it gets done
The process, written down and running.
SOPs
Write it once. Run it a hundred times.
Turn tribal knowledge into a process anyone on the team can run. Every run is tracked, so you know a process was followed, not just documented.
- Rich editor: steps, checklists, videos and files
- Runnable checklists that record who ran them and when each step was done
- Full version history, restore any earlier version
- Assign an SOP to a teammate with a due date
- Ask AI Chat to find, draft or update an SOP for you
Brief the shootShot list signed offEdit and captionSend for approval
Goals & Performance
Set the target. Watch it track itself.
Objectives and key results in the same place as the work, not a spreadsheet someone forgets to touch. Every team member sees exactly where they stand.
- Objectives with key results, for the agency, a client or one person
- My, Team and Goals views, so everyone sees their own scoreboard
- A performance score built from real activity: tasks done, overdue work and hours logged
Posts published82%Leads booked64%Response time91%
Forms
Ask once. Every answer in one place.
Intake forms, feedback surveys and recurring check-ins, shared with a link and collected in one place instead of scattered across inboxes.
- Share a public link, no client login needed
- Recurring check-ins go out to your team on a schedule
- Every response in one list, with an alert to admins when one arrives
Campaign goalLaunch the spring rangeBudget$4,000Approved by Maya
04 / Tables
Airtable-style tables. Already in your workspace.
Custom spreadsheets for leads, content or client data, in the same workspace as your tasks and CRM. No separate subscription, no code.
- 01Custom columnsText, number, currency, select, date, rating, progress and more.
- 02FormulasCalculate one column from others, no code needed.
- 03Group and totalGroup rows by any column and sum them up in the footer.
- 04Scoped to a clientKeep a table agency-wide or attach it to one client workspace.
ItemClientStatus
Spring launch reelGlow SkincareIn progressOct 9
Menu drop carouselBrew & Co.DoneOct 3
Gym tips seriesNorthside GymTo doOct 14
Ad set refreshSpark DigitalReviewOct 7
Founder story blogLee StudioDoneOct 2
Serum UGC briefGlow SkincareTo doOct 11
05 / By the numbers
Set once. Runs every week.
digest channels: in-app, email and WhatsApp
priority levels, Urgent to Low
repeat cadences: daily, weekly, monthly, yearly, chosen weekdays
lines of code to build a Table
06 / Questions
Questions, answered.
Does Whizo AI integrate task management with content scheduling?
Yes. When you create a post on the content calendar you can add linked tasks, each with its own assignee and due date. If a client rejects a post or asks for changes, a revision task is created for the owner automatically.
What does the AI daily digest include?
The daily digest arrives at a time your agency sets (11 AM by default, and each person can pick their own). It covers overdue tasks with their assignees, tasks due today, posts scheduled to go out and pending content approvals. It shows in-app and by email, and you can also turn it on for WhatsApp.
Can I assign tasks to specific clients?
Yes. Tasks are scoped to workspaces (client accounts). You can filter the Kanban board by client, and each client's tasks stay isolated from others.
Do clients get access to the task board?
Only inside their own workspace. Depending on their client role, a client can see, and in some roles update, the tasks for the workspaces you have given them. Your agency-wide task board and other clients' work stay private.
Can I set recurring tasks?
Yes. Tasks can repeat daily, weekly, monthly, yearly or on chosen days of the week, and the next one is created automatically. Useful for weekly reports, monthly audits and regular client check-ins.
How does role-based access work with tasks?
Team members see tasks for the client workspaces they have access to. Admins, and anyone you give access to all workspaces, see every client. Role permissions control who can only view tasks and who can create, edit or delete them.
How is an SOP different from a Google Doc or Notion page?
An SOP here is runnable, not just readable. Every time someone runs it, the run records who ran it, which steps were completed and when. You get proof a process was actually followed, not just a document that might be outdated.
Can AI help with SOPs?
Yes. In AI Chat you can ask Whizo to find an SOP, draft a new one, update its steps or assign it to a teammate with a due date. The steps themselves are run and checked off by your team.
Are Tables really the same as Airtable?
Tables gives you a custom spreadsheet with typed columns, formulas, grouping and column totals, built into the workspace your team already uses. No separate subscription or app to sync.
Can a Table belong to a client?
Yes. A Table can be agency-wide or attached to one client workspace, so it sits alongside that client's tasks, content and CRM. Rows do not link to individual leads or tasks.
Stop chasing your team.
Let the work keep score.
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