Can I run the same playbook multiple times?

Yes. Each run is a separate checklist instance with its own completion state and history — so you can see what was done last month vs this month.

Does the planner suggest relevant SOPs?

Yes. When planning your day or week, Ozer can surface playbooks that match the work on your plate.

Ozer SOPs

Playbooks you actually run

Ozer SOPs turn processes into playbooks you run as checklists with assignees and history inside the Workspace OS. It is part of the Ozer Workspace OS for freelancers and small agencies in the UK. It is part of the Ozer Workspace OS for freelancers and small agencies in the UK.

Ozer SOPs answer “how do we do this the same way every time?” Document a process once, run it as a checklist each month or project, assign steps, and keep history.

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Monthly close

2 of 3 complete

What you get

Playbook library

Onboarding, monthly close, launch — one place for how you work.

Recurring or per project

Schedule runs or attach a checklist to a kickoff.

Assignees per step

Everyone knows what they own.

Import from existing docs

Paste a process doc and Ozer structures the steps.

Process next to delivery

Playbooks surface in planning and stay searchable — not in a forgotten folder.

Frequently asked questions

Run this in your Workspace OS

Start free. Personal and family stay free. Pay when you add a paid workspace — one price covers the team.

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