Turn marketing requests into ready-to-execute strategy briefs

By General Input

When a new request lands in your Notion intake, an agent drafts a full strategy brief, files it back in Notion, and pings your team in Slack to review.

Integrations

  • Notion
  • HubSpot
  • Slack

Type

Agentic Task

Categories

  • Marketing

Build me an agent workflow that turns marketing requests into ready-to-execute strategy briefs.

Trigger: every 10 minutes, check my Notion marketing intake database for any rows where Status is set to "Awaiting brief" and that have not been processed yet. The intake row has at minimum: Campaign name, Ask (free text), Deadline, Requester (Slack handle or email), and Status. If I do not have this database yet, help me create one with those columns.

For each new request, the agent should:

1. Read the intake row and figure out what kind of brief this is (campaign launch, product announcement, lifecycle email push, content pillar, channel experiment, partnership, etc.).

2. Pull grounding context from HubSpot. Use Search Contacts and List Pipelines plus Search Deals to summarize current lifecycle stage distribution, top closed-won deal themes from the last 90 days, and the rough industry and company-size mix of recent customers. Keep it tight, this is just to ground audience and message claims, not a full report.

3. Do focused web research on the request topic: 2 to 3 relevant competitor angles, any timely market context, and any obvious proof points or stats worth referencing. Cite sources inline.

4. Draft a structured strategy brief in markdown with these sections, in order: Situation, Objective and success metrics, Target audience and jobs-to-be-done, Key insight, Message hierarchy (one core message plus 2 to 3 supporting proof points), Channel and asset plan, Deliverables and owners, Timeline working back from the deadline, Risks and open questions. Keep it tight and skimmable. No fluff, no hedging language.

5. Create a new Notion page titled "Strategy brief: <Campaign name>" inside the parent page I designate, written using Update Page Content as Markdown so the formatting lands clean. Then update the intake row: set Status to "Brief ready" and put the new Notion page URL in a Brief link column (create the column if it does not exist).

6. Post a Slack message to my #marketing channel (configurable) summarizing the brief in 3 to 5 bullets: campaign, objective, audience, top channels, and the link to the full Notion brief. Then open a DM with the requester and send them the same summary plus the link, so they know it is ready to review.

Constraints: never publish or send anything externally. The brief is always a draft for humans to review. If HubSpot context is unavailable or empty, skip step 2 silently and note in the brief that audience claims are based on the request and public research only. If you cannot draft a brief for any reason, post a Slack message in #marketing explaining what is missing instead of leaving the intake row stuck. Deduplicate so the same row is never briefed twice.

Keep the tone of the brief direct and operational, not slide-deck style. The reader is a marketer who needs to start work, not an exec who needs to be impressed.

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