Campaign update
Two headline options need a client decision.
Creative review is the next milestone.
Prepare an update with the open questions.
Bring the brief, client feedback, and delivery dates into Projects.
Summarize open campaign feedback and questions for the client.
Two headline options need a client decision.
Creative review is the next milestone.
Prepare an update with the open questions.
New to Projects? Request access below. Once invited, follow the quick start to create a project for this workflow.
In Home, ask the agent to file notes like the sources above. Only add information everyone in the project should see. You can also work from a connected AI tool.
In Home, tell the agent which project to use and ask for the brief above. Check it against your records, then ask the agent to save the approved brief as a record in that project. Open the record in Projects to confirm it.
Yes. The starting point can be a single client project. The record structure and implementation can grow with your team and the work you want to coordinate.
These examples cover briefs, coordination, feedback, and draft updates. Connections to advertising or publishing systems need to be scoped for your tools and workflow.
Need help connecting your tools or planning a rollout? Discuss deployment