--- title: SmartPlaybooks Reviews meta_title: 'SmartPlaybooks Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 25 reviews by the users' company size, role or industry to find out how SmartPlaybooks works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 25 scale: '5' date_modified: '2026-07-12' parent_category: name: Project, Portfolio & Program Management url: https://www.g2.com/categories/project-portfolio-program-management --- # SmartPlaybooks Reviews **Vendor:** SmartKarrot Inc. **Category:** [Project Collaboration Software](https://www.g2.com/categories/project-collaboration) **Average Rating:** 4.8/5.0 **Total Reviews:** 25 ## About SmartPlaybooks Focus on doing your best work, and we’ll help you automate and scale it. For professionals who prefer productivity to busywork and for teams who love frictionless collaboration, SmartPlaybooks offers an AI-powered playbook activator that enables quick workflow creation, smart condition-setting, and automated triggers. Tasks and teams are streamlined, so you can focus on growth. Set up workflows easily Teams across functions and industries use SmartPlaybooks to script playbooks and workflows from scratch, or modify a pre-built template from the library. Work smarter, scale up faster SmartPlaybooks does the heavy-lifting for you with inbuilt templatization and automation of triggers. Which means you and your team can step out of firefighting mode and get into growth mode. Tick every box SmartPlaybooks help you effortlessly automate projects, tasks and simple workflows. SoPs are adhered to, tasks and checklists ticked off, and collaboration is made easier, even with vendors and partners. Collaborate with everyone Our playbook ecosystem includes robust tracking, notifications and integrations that lets you work with peers, vendors, and partners easily without toggling multiple apps and platforms. Powered by AI SmartPlaybooks is powered by AI that makes operations simpler and more intuitive, it even prempts your tasks for you. The right tasks for every role HR and training professionals, IT & compliance teams, marketers, customer success managers, operations managers, account managers, finance professionals… SmartPlaybooks workflows have automatable role-based tasks that can be activated at the click of a button. No fuss onboarding Ready to begin? You can start using SmartPlaybooks in seconds. Just log in, choose from our templates, assign it to your team, and that’s it. We do the rest. Priced right for growing teams Right-size your tech budget. Spend only as much as you need to as you scale up – SmartPlaybooks has a multi-tiered product model that is free for small teams, and offers the features you need at prices that work for you. https://www.smartplaybooks.io/pricing/ ## SmartPlaybooks Reviews ### 1. Robust Solution but with Room for Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Supratik K. | Animator / Illustrator / Graphic designer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2024 **What do you like best about SmartPlaybooks?** SmartPlaybooks offers a robust solution for businesses seeking a comprehensive solution for managing their Standard Operating Procedures. Its user-friendly interface simplifies usage, while its distributed structure (allowing users from all departments and even external organizations to participate) allows for versatile applications. Implementation is straightforward, with a clear “Getting Started” playbook and detailed online help. **What do you dislike about SmartPlaybooks?** While the team is open to building out new integrations, I personally feel that the software could do with some more default integration options made available. Overall, SmartPlaybooks remains a valuable asset for organizations looking to optimize & standardize their operations. **What problems is SmartPlaybooks solving and how is that benefiting you?** Its user-friendly interface simplifies usage, while its distributed structure allows for versatile applications. Implementation is straightforward, with a clear “Getting Started” playbook and detailed online help. ### 2. A must for automating repeated tasks **Rating:** 4.5/5.0 stars **Reviewed by:** Sandeep N. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2024 **What do you like best about SmartPlaybooks?** What caught my eye about this platform is how it promises to make life easier by automating the usual grind. It's all about creating these templates for everything that happens over and over, like project onboarding or keeping everyone on schedule. Honestly, if it can help streamline the workflow and keep the content quality consistent without me having to micromanage, I'm all for giving it a shot. **What do you dislike about SmartPlaybooks?** A few more templates for various fuctions will be very useful to get people started quickly. **What problems is SmartPlaybooks solving and how is that benefiting you?** SmartPlaybooks.io offers a platform designed for automating and standardizing operational tasks and procedures, which could be particularly beneficial for teams working with content writers. It allows users to create templates for various scenarios, set conditions for automations, and track progress with ease. For teams managing content creation, SmartPlaybooks.io could help in coordinating tasks, ensuring consistency in workflows, and optimizing efficiency between team members. ### 3. Must have tool to manage recurring activities. **Rating:** 4.5/5.0 stars **Reviewed by:** Meghana K. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2024 **What do you like best about SmartPlaybooks?** Smartplaybooks has made our release activities a cake walk by it's ability to track activities easier with it's automated notifications ensuring whether or not everything is on track on time. Managing our daily activities which are recurring in nature has become easy with smartplaybooks. **What do you dislike about SmartPlaybooks?** Using a daily notification instead of triggering notifications for every action could reduce the flood of email notifications on a day. A few templates on release based activities for projects **What problems is SmartPlaybooks solving and how is that benefiting you?** Managing feature bugs and tracking them to closure during development on smartplaybooks has made life easy as a quality assurance lead for me as I get a quick snapshot of the situation at anytime. ### 4. Your cheat code for consistency and crushing it! **Rating:** 4.0/5.0 stars **Reviewed by:** Nandini S. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2024 **What do you like best about SmartPlaybooks?** The tool let's you create a library of set processes of your organisation into a checklist of tasks. This brings consistency and everyone is ought to follow a standardised set of tasks. **What do you dislike about SmartPlaybooks?** More interactive learning material would help. **What problems is SmartPlaybooks solving and how is that benefiting you?** Standardising processes reduces confusion and improves efficiency all at the same time. Breezy onboarding for new hires, these playbooks can be treated as LMS checklists for new hires, add all tasks a new hire has to complete including learning materials, there you have an onboarding playbook for the entire organisation to use. Eliminates inconsistency so even a less experienced in your team could perform at a high level of competence with a well tailored playbook. ### 5. SmartPlaybooks : Strategies for the Modern World **Rating:** 5.0/5.0 stars **Reviewed by:** Ruchi S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2024 **What do you like best about SmartPlaybooks?** I have used it for onboarding of new client. It is very easy to provide step-by-step instructions, ensuring consistent execution of the process to newly onbaorded member. With a shared playbook, team members can work more collaboratively, ensuring everyone is on the same page. Emails on updates are really helpful. **What do you dislike about SmartPlaybooks?** SmartPlaybooks doesn't have significant drawback. **What problems is SmartPlaybooks solving and how is that benefiting you?** It is making by onbaording process easier as everytime a member is onbaorded, I have my specific to-do list which is to be completed ensuring tasks are performed in sequence and no important step is forgotten. ### 6. Easy and smart way to automate our tasks **Rating:** 5.0/5.0 stars **Reviewed by:** Bharath S. | Founder, Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2024 **What do you like best about SmartPlaybooks?** I really liked the clean UI and must have functionalities. The clutter to my team was less and they were able to focus on exactly what they need to work on and no distractions. We also had a small dashboard which gave a bigger picture in terms of progress and tasks which are delayed with of course the option to nudge users to get their task falling behind to be completed. This is a go to app for us on a daily basis. **What do you dislike about SmartPlaybooks?** Nothing at this point of time to dislike about the tool. **What problems is SmartPlaybooks solving and how is that benefiting you?** Planning, execution and tasks allocation and tracking ### 7. Streamlining Success: Mastering Implementation with Smart Playbooks **Rating:** 5.0/5.0 stars **Reviewed by:** Surojit A. | Director of Quality Assurance, Mid-Market (51-1000 emp.) **Reviewed Date:** April 10, 2024 **What do you like best about SmartPlaybooks?** SmartPlaybooks has increased the efficiency within my organization, effortlessly spanning across functional divisions to streamline processes and tasks. With its intuitive interface and essential functionalities, it minimizes clutter and distractions, enabling my teams and others to focus on their core objectives. Whether managing task and activities for Quality Assurance function or Product function, SmartPlaybooks excels in automating and standardizing operational activities, ensuring smooth workflows at any scale. Automated notification and triggers act as predective warnings before failure happens in delivery. **What do you dislike about SmartPlaybooks?** Would like to have more out of the box playbook for process management around releases, quality assurance, design team etc... **What problems is SmartPlaybooks solving and how is that benefiting you?** It solved the problem of being able to track release activities from start to end during a release cycle, including our GTM cycle for some of our product lines. ### 8. SOPs on the go! With conditions too **Rating:** 5.0/5.0 stars **Reviewed by:** Sandhya S. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2024 **What do you like best about SmartPlaybooks?** SOPs being created and gathering dust on a drive location is a thing of the past. SOPs can be made operational and be tracked to closure. What's more, I can add conditions and execute relevant portions of my SOP **What do you dislike about SmartPlaybooks?** Hungry for more and more integrations always! **What problems is SmartPlaybooks solving and how is that benefiting you?** When new users come into the system, teaching them how to go about their daily work does become cumbersome. Asking them to refer to the playbook and getting them to use one straightaway helps in faster user onboarding Having templates helps put them into action faster without having to recreate at each use Making small project specific modifications is a breeze The ability to check system states and take action eliminates the use of wo(man) hours of having to wait and watch to act based on user response/system state. ### 9. Standardizes Your Processes Faster, Smarter & Cheaper **Rating:** 5.0/5.0 stars **Reviewed by:** RAJESH A. | Enterprise (> 1000 emp.) **Reviewed Date:** April 02, 2024 **What do you like best about SmartPlaybooks?** Smartplaybooks are easy to use with lot of cool features and functionalities. What I truly like about Smartplaybook is that they are customizable and can be tailored to your individual business needs, it also caters across all the segments of your day to day business operations and allows you to think through your processes thereby providing teams with the required tools and guidance that helps them stay focused, organized and accountable. **What do you dislike about SmartPlaybooks?** I really have had no significant issues using SmartPlaybooks. **What problems is SmartPlaybooks solving and how is that benefiting you?** I love this product! It just works, very easy to use, and it automatically gives me a neat organization of my assets. The support for plug-ins is super cool and adds a lot of utility to our day to day business operations and management. ### 10. Unlocking Efficiency and Success: IT operations **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Services | Enterprise (> 1000 emp.) **Reviewed Date:** March 29, 2024 **What do you like best about SmartPlaybooks?** SmartPlaybooks makes it easy to work together across different parts of a company. It helps enhance IT infra and automated services, making it simpler to get a final productive outcome. With SmartPlaybooks, IT operations tasks flow smoothly between different areas of the various support and delivery functions, and everyone can pitch in without needing someone to supervise everything. **What do you dislike about SmartPlaybooks?** Expanding its range of integrations and plugins would provide me with even more tools and options to customize our workflows and optimize org-level productivity. **What problems is SmartPlaybooks solving and how is that benefiting you?** It has facilitated bringing consistency within my team and Vendors/partners. Our operations run a bit smoother and more precise since the implementation of Smartplaybooks. The key benefits I have observed include streamlined automation, heightened efficiency, and a notable increase in overall productivity. ### 11. Powerful Playbook to track Implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Dattatraya S. | Project Delivery Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2024 **What do you like best about SmartPlaybooks?** I used the Implementation Playbook to track & complete my project implementation tasks in current project. The Best thing what I liked about Implementation Playbook is the way it's designed and the flexibility to modify it as per our convinience. A Very powerful tool for all the Implementation Managers to ensure tracking is not missed out. **What do you dislike about SmartPlaybooks?** Would like to see more of such Playbooks. **What problems is SmartPlaybooks solving and how is that benefiting you?** It has helped me to track my current implementation projects to closure. ### 12. Simplifying HR operations with SmartPlaybooks **Rating:** 5.0/5.0 stars **Reviewed by:** Rajani S. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 12, 2024 **What do you like best about SmartPlaybooks?** SmartPlaybooks is a must-have tool that has revolutionized our HR processes. From automating the employee onboarding and exit checklists to managing compliance calendars and task assignments with timely reminders. SmartPlaybooks made our work easy. I highly recommend it for any HR professionals looking to optimize operations seamlessly. **What do you dislike about SmartPlaybooks?** Nothing as such, but mobile accessibility will be helpful. **What problems is SmartPlaybooks solving and how is that benefiting you?** Simplifying our HR operations and compliances with automating system, and timely reminders. ### 13. Using SmartPlaybooks **Rating:** 4.5/5.0 stars **Reviewed by:** Dheeraj S. | CEO and Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2024 **What do you like best about SmartPlaybooks?** In any organization, numerous processes span across various functional divisions. Such processes need to pass through organizational barriers, and tracking and advancing these processes can be challenging without the right tool. SmartPlaybooks serves as this specific purpose. It facilitates tasks across different departments effortlessly. The support has been on point! **What do you dislike about SmartPlaybooks?** Still only limited set of PlayBooks but they are ramping up rapidly. **What problems is SmartPlaybooks solving and how is that benefiting you?** We use it to manage several HR processes ### 14. Amazing product with seamless experience **Rating:** 4.5/5.0 stars **Reviewed by:** Mandy K. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2024 **What do you like best about SmartPlaybooks?** Amazingly well structured work boards and a clean UI helps enterprises get a handle on their repeatable tasks like customer onboarding, renewals and work in general that is done with a level of periodicity. Very well thought out use cases in SmartPlaybooks are great to get you started and to then customize to your specific requirement. Clever! **What do you dislike about SmartPlaybooks?** Compliance & certification playbooks remains a feature request. Not a limitation, can definitely cater to a variety of use cases already. **What problems is SmartPlaybooks solving and how is that benefiting you?** Handling repeatable tasks easily and liking well thought out templates. ### 15. SmartPlaybooks Revolutionizing Cross-Departmental Task Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Animation | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2024 **What do you like best about SmartPlaybooks?** SmartPlaybooks streamline cross-departmental tasks efficiently, addressing team collaboration challenges. It offers precise support and is expanding its distributed checklist options rapidly **What do you dislike about SmartPlaybooks?** There is room for improvement in terms of the available PlayBook templates, though the platform is quickly expanding its offerings. Despite this limitation, SmartPlaybooks remains beneficial in managing several HR & IT processes effectively **What problems is SmartPlaybooks solving and how is that benefiting you?** Set up workflows easily Teams across functions and industries use SmartPlaybooks to script playbooks and workflows from scratch, or modify a pre-built template from the library. Work smarter, scale up faster SmartPlaybooks does the heavy-lifting for you with inbuilt templatization and automation of triggers. Which means you and your team can step out of firefighting mode and get into growth mode. ### 16. A easy to use platform that help to automate tasks with Playbooks **Rating:** 5.0/5.0 stars **Reviewed by:** Dinesh J. | Founder & CEO, Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2024 **What do you like best about SmartPlaybooks?** I works very well for any size of team and have ability to automate and drive standardized operational activities at scale. It has streamlined the processes for customer onboarding, renewals, customer support, delivery, and many other areas. **What do you dislike about SmartPlaybooks?** Didn't find any issues using SmartPlaybooks platform. **What problems is SmartPlaybooks solving and how is that benefiting you?** It has helped us to streamline our processes. With Template feature the set of tasks and activities can be performed with ease and it automatically triggers the processes on time as per conditions added. Thus helping us to stay informed about progress and delays through platform notifications and alerts. ### 17. Made managing IT operations very easy. **Rating:** 5.0/5.0 stars **Reviewed by:** Prachi S. | UI/UX designer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 15, 2024 **What do you like best about SmartPlaybooks?** It is very easy to manage projects with SmartPlaybooks, it cured my headache of creating the same tasks again and again for the team. Very helpful and easy to use. Automated assignment is the best thing that I found with SmartPlaybooks. **What do you dislike about SmartPlaybooks?** It has been nice using it so far, no complaints, their support is superfast to deal with challenges. **What problems is SmartPlaybooks solving and how is that benefiting you?** Dealing with the remote team and their task coordination takes up a lot of time. Automated playbooks saves up a lot of time in coordination and task creation. ### 18. Awesome tool for Finance and operations **Rating:** 5.0/5.0 stars **Reviewed by:** Sachin J. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 12, 2024 **What do you like best about SmartPlaybooks?** I had to create many repeated tasks in my previous tool but with SmartPlaybooks I do not need to create any repetitive tasks. It helps a lot in my finance operation management. Glad to find it. It increased the efficiency very quickly. Their support is also very fast. **What do you dislike about SmartPlaybooks?** I have not found any issues yet, it has been very fluent. **What problems is SmartPlaybooks solving and how is that benefiting you?** Recreation of the same tasks takes up a lot of my time, the automated playbooks cured my biggest headache. ### 19. Easy to use and very powerful tool **Rating:** 5.0/5.0 stars **Reviewed by:** Manindra J. | Global Head Of Software Development - Customer Fulfilment, Enterprise (> 1000 emp.) **Reviewed Date:** April 02, 2024 **What do you like best about SmartPlaybooks?** What I liked the most about this product - easy to configure and automate multi-step repetitive process in any organizational setup. The product is not domain aware, focused on common business processes and can easily be adapted in any industry. **What do you dislike about SmartPlaybooks?** I would like to see it evolve to include more intra business processses , as well as have modules to cover different cross business, b2b interactions. **What problems is SmartPlaybooks solving and how is that benefiting you?** Easy to use template for some of the common cross fucntional repetitive tasks. ### 20. A real problem solver! **Rating:** 5.0/5.0 stars **Reviewed by:** Dr. Shobhit B. | Chief Executive Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2024 **What do you like best about SmartPlaybooks?** Playbooks has been a big help in driving adaptability of new processes across our functions. It brings about making a change in processes seamless! Automating the followups and clearly identifying responsibilities of every individual or function responsible for their part in the process chain. **What do you dislike about SmartPlaybooks?** Wish the followups were more aggressive for pending tasks, not really a software issue, more of a people issue I guess. Wishful thinking! **What problems is SmartPlaybooks solving and how is that benefiting you?** Getting different functions on the same page and aligned, be it customer onboarding, HR or operations. ### 21. Effective tool to get things done across different functions in an organization **Rating:** 5.0/5.0 stars **Reviewed by:** Shashi G. | Director Engineering, Analytics and Backend, FortiSIEM Engineering, Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2024 **What do you like best about SmartPlaybooks?** There are many workflows that are cross-functional that cross the boundaries of different organizational silos, and it's hard to track these and make progress without an effective tool. SmartPlaybooks is such a tool that allows getting things done across different functions of an organization with ease and without any centralized control. **What do you dislike about SmartPlaybooks?** I could not get sample playbook templates to review **What problems is SmartPlaybooks solving and how is that benefiting you?** Cross-functional task completion and progress tracking. Workflow and automatic playbook creation using triggers ### 22. Excellent product to put your process in action **Rating:** 4.5/5.0 stars **Reviewed by:** Srikant C. | President/CEO/Co-Founder, Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2024 **What do you like best about SmartPlaybooks?** The playbooks tool allows me to easily create my process and action items in a flow and track these steps. The tool is very easy to use and implmement as well. **What do you dislike about SmartPlaybooks?** Some of the functionality like integrations with Hubspot and Engagedly is missing but the team said they will be coming soon **What problems is SmartPlaybooks solving and how is that benefiting you?** There are two primary use cases it solves for, one is HR use cases and other is in Marketing playbooks ### 23. SmartPlaybooks automated our project processes and save time **Rating:** 4.5/5.0 stars **Reviewed by:** Jay S. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2024 **What do you like best about SmartPlaybooks?** SmartPlaybooks makes processes more efficient and is a time saver. We use standardised processes for client onboarding and SmartPlaybooks helped us automate this. Every stakeholder was on the same page and as a business head I had real time progress tracking and more confidence in the process outcomes. **What do you dislike about SmartPlaybooks?** The help documentation could be more informative and with a lot more videos. **What problems is SmartPlaybooks solving and how is that benefiting you?** Ensuring consistent outcomes by keeping processes & stakeholders on track. ### 24. Easiest tool to implement SOPs and process for our healthcare businesss **Rating:** 5.0/5.0 stars **Reviewed by:** Praveen K. | Co Chairman, Mid-Market (51-1000 emp.) **Reviewed Date:** March 09, 2024 **What do you like best about SmartPlaybooks?** I was used to excel and playbooks simply transformed this same practice into digital practice. Now this is the only tool we use regularly. **What do you dislike about SmartPlaybooks?** This was the first tool we implemented, so some friction we faced with teams. **What problems is SmartPlaybooks solving and how is that benefiting you?** Being a healthcare company, adhering to process was key in laying the next phase of growth. Playbooks helped us to implement this across company. ### 25. Surprisingly the best and the easiest way to make your team adhere to process. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** March 11, 2024 **What do you like best about SmartPlaybooks?** Its really easy to implement and get going. It integrated with your tech stack and can takes care of your daily repeatable tasks/process. It helps to make sure SOPs are implemented and tracked. **What do you dislike about SmartPlaybooks?** The concept is new... unlike ERP and BPMs **What problems is SmartPlaybooks solving and how is that benefiting you?** Helps in implement SOPs in people practice - [View SmartPlaybooks pricing details and edition comparison](https://www.g2.com/products/smartplaybooks/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-18+19%3A30%3A03+-0500&secure%5Bsession_id%5D=d76ae797-724b-4175-b99f-4048447e8fbd&secure%5Btoken%5D=f011d974aad0e20e42bd363030ff06bfa205fa495dd00b852f82fd40aa5dd9d8&format=llm_user) ## SmartPlaybooks Features **Communication** - Chat - Discussions - External - Feedback - Announcements **Content & Documents** - File Sharing - Notes - Search - Versioning **Controls** - Custom Views - Followers - User Management - Calendars - Public Sharing **Project Management** - Task Management - Planning - Visibility - Integration **Remote Collaboration** - Alignment - Accountability - Connectivity - Offline Mode **Generative AI** - AI Text Generation - AI Text Summarization **Agentic AI - Project Collaboration** - Multi-step Planning - Cross-system Integration ## Top SmartPlaybooks Alternatives - [Slack](https://www.g2.com/products/slack/reviews) - 4.5/5.0 (37,453 reviews) - [Smartsheet](https://www.g2.com/products/smartsheet/reviews) - 4.4/5.0 (22,166 reviews) - [monday AI Work Platform](https://www.g2.com/products/monday-com/reviews) - 4.7/5.0 (16,490 reviews)