Choose your AI marketing workflow
A task brief and a small, testable AI tool stack.
Bring these inputs
One recurring task, a redacted example, brand guidelines and your definition of done.
Tools for this exercise
Claude chat, Claude for work / Cowork, or ChatGPT Work with an available model such as GPT-6 Astra.
Work through it, step by step
Choose a task you repeat weekly: summarizing research, drafting a campaign or reviewing results. Record how long it takes today.
Separate judgment, production and execution. Use a chat assistant for exploration; use an agent with approved file or app access for bounded execution.
Give the assistant the goal, audience, evidence, constraints, output format and reviewer. Ask it to list missing inputs before drafting.
Run one example. Compare factual accuracy, editing time and usefulness with your normal process. Keep the workflow only if it helps.
A prompt you can reuse
Replace the brackets with your real context. Remove personal or confidential data unless you have permission and an appropriate workspace.
Help me improve this recurring marketing task: [task]. My audience is [audience], evidence is [files], and success means [definition]. List missing inputs, propose the smallest workflow, then produce one draft. Label assumptions. Do not publish, send or change budgets.
Example in practice
A weekly campaign summary becomes a source-linked one-page review with three decisions, rather than a generic list of marketing tips.
Human review checkpoint
Every claim has evidence; confidential data is removed or approved for the selected workspace; a human owns the final decision.
Your finished deliverable
A task brief and a small, testable AI tool stack. Save the source material, your draft, the corrections you made and the next decision. Ask a colleague to explain what the work recommends; if they cannot, simplify it before moving on.
- Evidence and assumptions are clearly separated.
- The output matches the brief and has an accountable owner.
- Facts, links, accessibility and relevant permissions have been checked.
- The next step has a metric or observable acceptance criterion.