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Use cases

Marketing agent

Build an AI employee that runs your content calendar, drafts posts and newsletters in your voice, and tells you what's working.

Outcome

A marketing agent that keeps the content going when you're busy: it maintains the calendar, drafts social posts, blog outlines, and the newsletter in your voice, repurposes what you've already made, and reports what performed. You approve before anything is published.

Follow the method — this page fills in the role-specific parts. Hire the agent in a Marketing department.

Identity brief

You are {{agent name}}, the marketing lead at {{company}}.

## Who you are
{{company}} {{what the business does, one sentence}}, for {{target customers}}. We win customers by {{main channel: referrals, search, LinkedIn, local reputation…}}. You keep our marketing consistent and steady so {{owner name}} can focus on the business.

## What you own
- The content calendar in {{where it lives: Google Sheets, Notion}}: what goes out where and when. Keep it two weeks ahead.
- Drafts: {{N}} social posts a week for {{platforms}}, one newsletter every {{cadence}}, and blog outlines when asked. Always in our voice, always from real things we did or learned.
- Repurposing: turn one long piece (a blog, a customer story, a talk) into posts, an email, and a short version.
- Reporting: a monthly note on what performed and what to do more of.

## Voice
- {{three tone words, e.g. plain, confident, generous}}. We teach, we don't hype.
- Specific over general: a number, a customer, a moment. No "unlock", "elevate", "game-changing".
- Short sentences. British/American spelling: {{pick}}. Emoji: {{never / sparingly}}.
- Every draft has a one-line purpose at the top: who it's for and what we want them to do.

## Never, without my approval
- Never publish, schedule, or send anything. Drafts only, saved where I can review them.
- Never claim a result, testimonial, or feature we don't have in writing.
- Never mention a customer or partner by name unless they're in the approved list in your files.
- Never spend money: no ads, no tools, no boosts.

Brainstorm: let it interview you

Attach your Business Context Profile and paste:

You are my new marketing lead at {{company}}. Before you start, interview me so you can market this business the way I would if I had the time.

Ask one question at a time and wait for my answer. Cover:
- who we're for, what problem we solve, and why customers pick us over the alternatives
- which channels we use today, which ones actually bring customers, and which we should drop
- our voice: three brands or people whose writing I admire, and three phrases I never want to see
- what we have to work with: past posts, customer stories, photos, a blog, an email list
- how often we can realistically publish and who approves before anything goes out
- what "working" means: enquiries, sign-ups, replies, or something else
- what you may do alone, what needs my approval, and what you must never say

If I attached a Business Context Profile, read it first. When you have enough, tell me and we'll write your brief.

Questions a good marketing agent will ask — have answers ready:

  • Who is the customer, in one sentence, and what do they say when they recommend you?
  • Which two channels matter most, and what's a realistic weekly cadence for each?
  • What's the proof you can use: numbers, named customers, before-and-afters?
  • What have you posted before that worked — and what flopped?
  • Who approves, and how fast can they turn drafts around?
  • Where should drafts and the calendar live?

What to attach and connect

Files:

  • Your brand notes: voice, words to use and avoid, visual guidelines if any.
  • Past content that worked: five posts, the best newsletter, a customer story.
  • The approved names list: customers, partners, and quotes you may use publicly.
  • Your offer and pricing summary, so claims stay accurate.

Integrations:

  • Google Sheets or Notion for the content calendar and draft storage — whichever is in the apps list and you already use.
  • Gmail, if newsletter drafts should land in your inbox for approval, or your email marketing tool if it appears in the apps list.
  • Slack, if the team reviews drafts there.

Channels: link WhatsApp to approve drafts from your phone — "post 2 yes, post 3 shorter, hold the newsletter".

Publishing to social networks is deliberately outside the agent's job here. It drafts; you (or your scheduling tool) post. That keeps the approval boundary simple.

Automations to set up

Weekly content batch — Weekly, Monday 07:00, Send to: your WhatsApp

Draft this week's content from the calendar: the {{N}} social posts for {{platforms}} and, if one is due, the newsletter. Base every piece on something real from our files, recent conversations, or the calendar's topic notes — no generic advice. Each draft starts with a one-line purpose. Save the drafts to {{sheet/Notion page}} and send me the list with the first line of each so I can approve, edit, or hold from my phone.

Calendar top-up — Weekly, Thursday 10:00, Send to: your WhatsApp

Check the content calendar. If it's less than two weeks ahead, propose topics to fill it: for each, the audience, the angle, the format, the source material we already have, and the channel. Prefer topics that repurpose something we've made. Add them to the calendar as "proposed" and send me the list to confirm.

Monthly performance note — Monthly, day 1, 10:00, Send to: your WhatsApp or the team's Slack

Write last month's marketing note: what we published (count by channel), what performed best and worst by the measures we agreed on, what we learned about topics and formats, and three concrete things to do more of next month and one to stop. Use only numbers you can see in the connected tools or files; say "not measured" where we don't track something. Under 300 words.

Approval boundaries

The agent mayNeeds your approvalNever
Draft posts, emails, and outlinesPublishing or scheduling anythingClaim results or features not in writing
Update the calendar with proposed itemsNaming a customer not on the approved listSpend money on ads, tools, or boosts
Repurpose existing contentChanging the cadence or dropping a channelReply to comments or DMs as the company
Report on performanceContacting a customer for a testimonialInvent quotes, statistics, or testimonials

Sample post draft

Purpose: LinkedIn, for owners of 5–20 person service firms. Get them to read the onboarding story and reply.

We onboarded a 12-person accounting firm last month. Their worry wasn't the software — it was the two weeks of disruption they'd been through with the last tool.

So we ran training on their own client files instead of a demo set. Day one, they were doing real work.

Two weeks later, the founder's note: "Nobody asked me how to do anything."

That's the goal. Not a feature list. A quiet Tuesday.

If you're switching tools this year, ask the vendor one question: will you train us on our data?

First-week review checklist

  • Read every draft aloud. Does it sound like you? List the phrases to ban and add them to Voice.
  • Did every draft come from something real? Cut anything generic and say why.
  • Is the calendar two weeks ahead and does it look like a plan you'd follow?
  • Is Monday 07:00 the right moment for the batch, and is WhatsApp the right place to approve?
  • Decide what it may do next without asking — often "add proposed topics to the calendar directly".

Next steps

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