CAMPAIGN AUTOMATION

Less work between
the idea and
the customer.

Prepare the creative once. Connect the repeatable steps. Keep people involved where their judgment makes the story better.

See the onboarding walkthrough

01 / Brief

Start with a customer moment.

Define the trigger, audience, message and next step. A person can provide the brief; a compatible agent can assist within its available tools.

Your team + supported agent tools

02 / Creative

Prepare a story worth repeating.

Develop script, scenes, voice and brand. Review the creative foundation and the audience alternatives that actually change the message.

Engage creative workspace

03 / Personalization

Make variation deliberate.

Map usable customer context to reviewed alternatives and recipient values. Plan missing-data defaults and compatible voice, scene and language combinations.

Workspace rules + your integration

04 / Production

Track the output, including failure.

Invoke the supported operation with the authorized workspace. Follow job status; use the output or handle the failure rather than sending a broken result.

Engage operation + your integration

05 / Handoff

Continue the existing journey.

Return the result to your delivery tools. Keep eligibility, consent, suppression and sending with their established owners.

Your marketing stack

06 / Learning

Bring evidence to the next brief.

Connect output identifiers with your delivery and outcome data. Use a reviewed finding to inform the next creative iteration.

Your analytics + creative team

HUMAN INPUT, WHERE IT HELPS

Choose the review points.
Keep the control.

Three ways to plan the work. The right approach depends on your creative, integration and available product operations.

Stay close to each creative decision.

Your team develops the brief, reviews scenes, edits the script and chooses the creative. Use agent assistance for supported tasks, with manual handoff when judgment matters.

EXPLORE A WORKFLOW

Your customer system

Account created

A trusted event starts the workflow. Your integration checks eligibility and prevents duplicate requests before continuing.

Onboarding / EXAMPLE

Use an event from your CRM, commerce system or application.

Interactive walkthrough

Example integration recipe. Connect supported API or MCP operations through your application or automation.

Explore API + MCP and your stack Read the complete walkthrough

BRING YOUR CUSTOMER MOMENT

Let’s map the work
around your video.

Talk through your workflow