Research to article draft
- The workflow
- Turn an approved brief and reference material into an article outline, a sourced draft and a list of statements that still need evidence.
- Human approval
- An editor checks sources and releases the final copy.
Marketing / 28 workflow briefs
AI marketing automation use cases
From a useful brief to approved content. From scattered campaign numbers to a report you can act on. Give your marketing team more room for judgement by preparing the research, drafts and follow-ups around them.
Workflow possibilities for a diagnostic. Scope, feasibility and approvals are agreed for your systems before a build begins.
A practical first step
Bring one real example.
Start with an approved content brief, the current brand guidance and a recent campaign report. Agree which sources may be used and who can publish or change spend.
Workflows to scope with your team
Email campaign preparation
- The workflow
- Bring together a campaign brief, consented audience segments and product facts to prepare email variations and a follow-up schedule.
- Human approval
- The campaign owner approves recipients, wording and send limits.
LinkedIn content preparation
- The workflow
- Read published articles and approved company updates, then prepare LinkedIn posts with a clear source and a proposed publishing date.
- Human approval
- A brand owner reviews every post before publication.
Short social post drafting
- The workflow
- Break an approved announcement into short posts for X, retaining the original facts, links and context in a review queue.
- Human approval
- The social lead approves the wording and publishing schedule.
Search content improvement
- The workflow
- Compare a page with its intended search topic, identify missing explanations and prepare title, heading and internal-link changes.
- Human approval
- An editor checks accuracy and accepts changes before publishing.
Lead record completion
- The workflow
- Compare incoming lead records with approved business directories and CRM data, proposing missing company fields alongside their sources.
- Human approval
- A sales operations owner resolves conflicting records before updates.
Marketing plan preparation
- The workflow
- Combine campaign history, audience research and business priorities into a draft channel plan with assumptions and measures to test.
- Human approval
- The marketing lead chooses priorities and authorises spending.
Press announcement drafting
- The workflow
- Use an approved announcement brief to prepare a press release, spokesperson notes and a checklist of unverified claims.
- Human approval
- Communications and the named spokesperson approve release.
Brief to video storyboard
- The workflow
- Turn approved copy into a short video script, scene plan, captions and an asset checklist for production.
- Human approval
- The creative owner approves the script, assets and final video.
Content distribution planning
- The workflow
- Match approved content to channel requirements and prepare a distribution calendar with owners, assets and tracking links.
- Human approval
- Channel owners authorise publishing and audience selection.
Webinar registration coordination
- The workflow
- Reconcile registrations with the event list, prepare reminders and route access problems to the event team.
- Human approval
- The event owner sets communication rules and reviews exceptions.
Competitor campaign watch
- The workflow
- Collect public campaign changes from selected competitors and assemble a dated digest of messaging, offers and channel activity.
- Human approval
- A marketer verifies observations before changing the campaign plan.
Newsletter assembly
- The workflow
- Gather approved articles and announcements into a newsletter draft, checking links and recording which audience segment it serves.
- Human approval
- The newsletter owner approves the edition and recipients.
Brand feedback watch
- The workflow
- Group relevant public mentions into expressed concerns, questions and praise, attaching sources and uncertainty notes.
- Human approval
- The brand team validates interpretation and approves responses.
Campaign spend review
- The workflow
- Compare approved channel budgets with spend and agreed outcome measures to prepare reallocation scenarios.
- Human approval
- The marketing owner approves budget changes and platform actions.
Long-form content adaptation
- The workflow
- Turn an approved article or webinar transcript into channel-specific drafts while retaining source facts and references.
- Human approval
- An editor checks each version and authorises publication.
Creator partnership reporting
- The workflow
- Match creator deliverables, agreed reporting data and campaign terms into a performance and outstanding-tasks brief.
- Human approval
- The partnerships owner validates results and approves payments.
Campaign attribution review
- The workflow
- Combine approved campaign and conversion records, show the selected attribution assumptions and expose missing tracking data.
- Human approval
- Analytics owners validate attribution before commercial decisions.
Search visibility comparison
- The workflow
- Compare selected public competitor pages with approved search topics and prepare a list of unanswered audience questions.
- Human approval
- The content lead chooses priorities and validates proposed claims.
Webinar question preparation
- The workflow
- Group submitted audience questions, find relevant approved material and prepare speaker notes with unanswered topics highlighted.
- Human approval
- The speaker approves answers and handles specialist questions.
Customer journey evidence mapping
- The workflow
- Organise permitted customer touchpoints and research notes into a journey outline with evidence and gaps at each stage.
- Human approval
- The research owner validates interpretation and data permissions.
Paid campaign change preparation
- The workflow
- Review approved advertising measures and campaign settings, then draft proposed creative, targeting or bid changes.
- Human approval
- The campaign owner approves every spend or targeting change.
Editorial approval coordination
- The workflow
- Route content drafts through named factual, brand and legal reviewers, retaining feedback and the approved version.
- Human approval
- The designated publisher authorises release after required approvals.
Market research digests
- The workflow
- Gather selected public research and internal notes into a dated briefing, distinguishing source findings from open hypotheses.
- Human approval
- The research owner checks sources and conclusions.
Social publishing calendar
- The workflow
- Combine approved posts, asset readiness and channel timings into a publishing schedule with conflicts highlighted.
- Human approval
- Channel owners approve the calendar and each scheduled item.
Marketing performance packs
- The workflow
- Reconcile campaign measures against agreed definitions and assemble a regular report with source links and data gaps.
- Human approval
- Marketing operations signs off figures and commentary.
Target account research
- The workflow
- Compare organisations with an agreed account profile and prepare a sourced brief of relevant business needs.
- Human approval
- Sales and marketing approve account selection and contact use.
Product review insight reports
- The workflow
- Group permitted product reviews by recurring feature and service concerns, showing examples and the reporting period.
- Human approval
- The product owner validates themes before setting priorities.
Make it yours
Start with the work that keeps coming back.
Bring one repeated task, the systems it touches and the person who approves the result. We will map the handovers, check the evidence and scope a workflow around your team.