Turn Typeform creative briefs into well-formed Wrike tasks

By General Input

Every new design intake form becomes a clean Wrike task with a derived title, due date, deliverables, and assignee, plus a Slack ping for the design team.

Integrations

  • Typeform
  • Wrike
  • Slack

Type

Agentic Task

Categories

  • Marketing
  • Operations

Build me an agent workflow that turns new Typeform creative brief submissions into well-formed Wrike tasks for our design team.

Trigger: a Typeform webhook firing on each new response to our Creative Brief form. On every fire, take the response ID from the webhook payload and call Typeform Retrieve Responses to pull the full answer set for just that response.

Then have the agent read the brief end-to-end and derive a structured spec from it: a short, clean task title (not the form name plus a timestamp), a target due date based on what the requester asked for (default to two weeks out if no date is given), a deliverable list with assets, sizes, and channels, the target audience, and a priority signal (low / medium / high) based on language like 'launching Monday' or 'campaign in flight'. Also extract any clarifying questions the agent needs answered before the designer can start, things like missing copy, unclear brand, no reference, no measurable goal.

Pick an assignee from the design team. Call Wrike List Contacts to fetch the team. By default, rotate assignments across the design team. If the brief contains a workstream tag (for example 'paid social', 'web', 'brand'), prefer the designer who owns that workstream. Fall back to a configurable default lead if no one matches.

Then call Wrike Create Task to file the brief into our Creative Requests folder. The task title is the derived clean title. The description is a structured rewrite of the raw form answers in this shape: a one-paragraph summary at the top, then sections for Deliverables, Audience, Priority, Source brief (a quoted excerpt of the requester's own words so nothing is lost), and Requester (name and email from the form). Set the due date from the derived target due date. Set the assignee from the contact we picked.

If the agent extracted any clarifying questions, follow up with Wrike Create Task Comment on the new task, listing the questions as a numbered list and tagging the requester so they see it in the task thread.

Finally, post a card to the design Slack channel via Slack Send a Message. The message is a one-sentence summary of the request (who, what, when), a link to the new Wrike task, and a 'Needs clarification' tag if there are open questions. Use Slack mrkdwn formatting.

Configurable inputs the user should set up front: Typeform form ID, Wrike Creative Requests folder ID, Wrike design team contact IDs (and an optional workstream-tag map), default lead, default due-date offset, and the Slack channel ID for the design team.

Goal: turn messy intake forms into Wrike tasks the design team can actually start on, with the AI doing the cleanup, routing, and gap-spotting that a plain form-to-task Zap can't do.

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