What it does
An AI Employee gathers the research you ask for (audiences, public offers, seasonality, past campaign notes) and writes a structured brief.
AI Workforce / Marketing
Marketing
Campaign Research
BEFORE YOU PLAN THE NEXT PUSH
The problem
Campaign planning starts from a blank page. The research is scattered across tabs, and the brief is written under deadline.
Trigger
Starts before you plan the next push.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- Slack
- Google Sheets
- CRM
What it reads
- Messages in the connected inbox
- Internal alerts and threads you route to Slack
- Rows and columns you map in Google Sheets
- CRM records, notes, and fields you map
Actions it can take
- Reply or reach out on the connected channels you allow
- Create or update CRM records with the fields you map
- Read and update mapped spreadsheet rows
- Notify the team in Slack with a summary
- Hand off to a person when the request is outside the playbook
Human controls
- You set the research questions and sources.
- Creative and budget decisions stay with your team.
- Nothing goes live without a person.
Workflow steps
- 1You name the campaign, offer, and questions to answer.
- 2The AI Employee collects approved internal notes and public context.
- 3It writes a brief: audience, message angles, risks, and open questions.
- 4The brief is delivered in a doc, email, or Slack.
- 5Your team decides what to run. The AI does not publish campaigns on its own.
Example use case
Before spring maintenance season, you get a brief covering last year's offer, which ZIP codes converted, three public competitor angles, and five subject lines to consider. The marketing lead picks the direction.
Often handled by your AI Marketing Employee, as part of the broader AI Workforce.
How to customize
This job is configured around your knowledge, hours, approval rules, and the systems in this deployment. Connections depend on the deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
Related work
Review Requests
Asks completed customers for genuine feedback and a review, on a cadence you set, without filtering who is allowed to speak.
Review Response Drafting
Drafts a thoughtful reply to a new review for your approval. Nothing posts until you say so.
Reputation Monitoring
Watches for new reviews and public mentions, summarizes what changed, and flags anything that needs a person today.
See What an AI Workforce Could Do for Your Business
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