How to automate

You need a solid plan and a good brief to manage automation and your AI prompts. Here’s how.

Automation, as well as AI, can help you perform tasks that significantly broaden your marketing outreach and improve your ROI.

But you can’t use automation or AI without careful planning.

To automate successfully, you must have:

✅ A roadmap

✅ A well-defined brief

✅ Brand guideline

✅ Data strategy

✅ A team

A roadmap:

✅ Plan your objective for the entire duration of the automation.

✅ Set milestones.

✅ Provide space for corrective action.

A well-defined brief:

✅ Define your proposition.

✅ Plan the prompts for the automation.

✅ Design the workflows.

✅ Identify and agree on touchpoints.

Brand guideline:

✅ Follow the brand guideline.

✅ Or create a set of brand collaterals for the automation.

Data strategy:

✅ Define your target audience.

✅ Set a GDPR strategy.

✅ Define your ROI and KPI.

✅ Plan the report of outcomes and automation progress.

A team:

✅ Identify your stakeholders.

✅ Delegate tasks to your automation colleagues.

✅ Assign the automation workflow or software to a colleague.

✅ Define who gets to decide at a touchpoint: you or the automation software?

Check out our previous tips:

How to brief