Campaign Brief Draft

Marketing / AUTOMATE.md

When a new campaign is created, draft a brief from the goal, audience, channels, and budget, then post it for owner sign-off.

This is the whole automation. Run it as it is, or change any word, including the tools it names.

  • Brief ready in one pass
  • Owners and dates named
  • One success number agreed

How it runs

  1. 1. Starts

    When a new campaign is created in the marketing hub

  2. 2. Delivers to

    DocumentsSlack

  3. 3. You decide

    Approve each time, or let the steps you trust run. Your choice.

Why marketing teams set this up

A campaign starts as a deck and ends as six documents in six places, so scope changes nobody tracked. Sales hears one date, the agency hears another, and the landing page has nobody's name on it. The missing item surfaces two days before launch, when there is no time to fix it.

See the whole job: Campaign Brief and Launch Checklist

Use it as is. Or make it yours.

Edit it the way you would edit a note to a colleague. It follows the new version from the next run.

  • Change when it runs

    Move it to another day or time, or start it when something arrives, like a new email.

  • Add your own rules

    Limits, exceptions and what good looks like go in the same file, in plain words.

  • Decide what waits for you

    Mark the steps that need your OK, and let the rest run.

You stay in charge.
At every step.

It drafts and checks. You decide what goes out.

  • Nothing published without you

    Drafts wait for your review, in your voice and within your claim rules.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Only the channels you connect

    Each automation reaches only the apps and folders you give it.

Campaign Brief Draft

Approve before it saves the document and posts in Slack?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Your marketing platform's workflows

Sending sequences and scoring contacts inside one tool.

They stop at that tool's edge, and can't draft from a brief or explain a drop in results.

Flowchart automation tools

Moving data between apps at high volume.

Every exception becomes another branch someone has to build and maintain.

AI chat and writing assistants

Drafting copy when you ask.

Nothing happens until you ask again, and your brief, voice and checks live in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Other setups for the same job.

Launch Date Risk Ping

Every Thursday at 9:00am, read the campaign checklist and ping the owner of any launch in the next two weeks that still has open items.

Every Thursday at 9:00am

Launch Readiness Check

Before a campaign goes live, open each landing page, check the links, forms, and tracking, then post a go or no-go list with what is missing.

When a campaign is set to Launching

Newsletter draft

Every Tuesday, prepare a newsletter draft from the week's launch briefs, suggest three social posts, and send the drafts to me for review.

Every Tuesday

Related workflows

Marketing Calendar and Deadline Tracking

Keeps campaign dates, content dates, and the dependencies between them on one calendar, so nothing is booked twice.

2 automations

Landing Page Variant QA and Form Testing

Checks every live variant for broken links, form errors, and tracking before paid traffic lands on it.

2 automations

Campaign reporting

Builds the weekly campaign report from one agreed set of channel numbers, so the meeting starts from the same figures instead of five screenshots.

2 automations

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon