Organize projects and files
Work in the right folder and keep briefs, references, and deliverables in the same context.
Result:centralized projectAI for marketing
Plan campaigns, turn briefs into content, and use data to make better decisions at every stage of the work.
Note: to change the captions, click the video settings gear, select “Subtitles/CC”, then “Auto-translate” and choose your language.
From chat to finished work
Use projects, context, and reusable instructions to move from conversation to ready-to-review reports, campaigns, and assets.
Work in the right folder and keep briefs, references, and deliverables in the same context.
Result:centralized projectTurn recurring processes, such as onboarding and briefs, into reusable formats.
Result:consistent processAnalyze ads, pricing, and messaging in the browser to find patterns and opportunities.
Result:market playbookCombine research with a narrative and generate a deck ready to review and present.
Result:strategy deckRead a content calendar, create images for multiple posts, and organize the assets.
Result:content packageUse data from emails, spreadsheets, or attachments to create summaries and next steps.
Result:actionable reportThe same principles work across campaigns, content, and performance: context goes in, AI handles the process, and the team gets a result ready to review.
Brief
Product goal, audience, and timeline.
AI process
Research angles, organize messages, and adapt the concept for each channel.
Final deliverable
Campaign kit with messaging, variations, and next steps.
Brief
Content ideas, references, and brand identity.
AI process
Group ideas, suggest formats, and prepare copy for review.
Final deliverable
Editorial calendar with organized posts and assets.
Brief
Ad, traffic, and conversion data.
AI process
Summarize key signals, compare periods, and highlight changes.
Final deliverable
Actionable report with learnings and recommendations.
Start with one small workflow. Then turn what works into a process your team can repeat.
One connected workflow
Connect information sources, calendars, and production tools to reduce manual handoffs between each step.
Centralize briefs, brand guides, assets, and deliverables.
Review content plans and update the status of each post.
Find reports, data, and important conversations.
Explore pages and competitors using defined criteria.
Plan briefings, reviews, and follow-ups.
Turn ideas and references into campaign materials.
Weekly reports, monitoring, and reviews at your team’s pace.
Define the frequency, sources, and delivery format. The process can run again without starting from scratch.
The integrations shown are examples of a workflow. The goal is to connect context, execution, and delivery in one process.
Frequently asked questions
AI works best as part of the team’s process. Here are answers to common questions before you put a new workflow into practice.
No. It helps the team research, organize ideas, create variations, and analyze data. Strategy, brand context, and final review still belong to people.
You can automate repetitive tasks such as competitor research, copy variations, editorial calendar organization, performance reports, and presentation preparation.
No. Many workflows start with a brief, files, and clear instructions. Technical knowledge helps with advanced automation, but it is not required to get started.
Share only what is necessary, remove sensitive data, and review permissions for connected tools. Before publishing or making decisions, validate AI-generated results.
It depends on the workflow: text, research, image, presentation, data analysis, and automation tools can work together. Explore the AI directory to find options by task.
Explore tools, find tasks to test, and build a process that makes sense for your team.