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AI playbooks your marketing team can run

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3 playbooks every
marketer should run

If you only adopt three AI playbooks this quarter, make it these. They're the ones our team reaches for most — the workflows that handle the highest-volume, highest-leverage work in marketing: producing on-brand content at scale, turning campaign data into decisions, and planning demand gen that actually maps to revenue. Watch them, see exactly how they work, and then unlock the full library of 23 videos. 

AEO/GEO

From SEO to GEO

AI-generated content too often sounds generic: wrong capitalization, made-up product names, endless bullet points. This playbook pairs WRITER's voice profiles, which train on your best writing, with knowledge graphs that auto-sync to your Google Docs every 24 hours.
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CONTENT

5 rules for avoiding work slop

Five practical rules for getting high-quality output from AI instead of slop. This playbook shows how to turn a single gated asset into an entire multi-channel campaign: ads, email, social, SEO snippets. 

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DEMAND GENERATION

Analyze and report key pipeline trends

This agent pulls fresh data from Salesforce, analyzes pipeline trends, surfaces opportunities and risks, and delivers a report to Slack before your first coffee. It encodes your team's institutional knowledge then tailors the output for each audience: a headline for the CEO, strategic context for the campaigns team, regional signals for sales.

playbook

Content

At WRITER, we use Playbooks every day to help us move faster, generating the first draft of assets for an entire campaign in minutes instead of days or weeks. Crucially, WRITER ensures the content matches your voice and style, avoids generic AI-ism, and steers clear of the endless work slop flooding the market. Let's dive into a few key examples below.
team favorite

From generic AI output to nailing your brand tone

In this video, we’ll show you an agent that turns a single rich piece of content into dozens of assets for a multi-channel campaign. Along the way we’ll explore the five key rules we use at WRITER to avoid work slop.
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Quality over quantity

5 rules for avoiding work slop

In this demo we'll show you how to turn a single rich asset, like a PDF, into dozens of assets for a multi-channel campaign. More importantly, we'll cover five key rules we follow at WRITER to ensure quality and brand consistency while avoiding work slop.
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Competitive Intel

Instant product launch analysis

A major event just ended and and your boss wants a brief on their desk tomorrow analyzing everything your competitors launched - from web pages to YouTube videos, to podcast appearances - and how you plan to respond. Luckily, this agent can automate the research and strategy.
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Automate your entire podcast workflow

Two agents. One playbook. Your podcast prep and post-production, fully automated — guest research, interview questions, outreach emails, show notes, chapters, blog recaps, and social posts, all in your brand voice. No more hours of busywork between episodes.

Automated blog SEO daily

This playbook runs a continuous SEO loop: research keywords, build the ranking strategy, draft and optimize the post, publish to your CMS, then measure impact and feed learnings back in. Daily SEO on autopilot, with human checkpoints at every step.

Detect and destroy AI-isms

Too much AI-generated copy sounds like it came from a chatbot. This playbook takes a gated asset and produces messaging you can actually use: banner ads, email subject lines, social posts. It layers in your trained brand voice, living documents that auto-update from Google Drive, and specialized skills that strip out cliché AI-isms before they reach your audience.

Google Docs to Wordpress in seconds

Drafting a blog post is only half the work. Then you hunt down images, log into WordPress, copy and paste, format, categorize, and publish. This playbook handles all of it from a single prompt: it writes the post in your brand voice, generates the imagery, assigns the right categories, and stages it for review before it goes live.
Playbook

Demand gen

Our demand generation and campaign team uses Playbooks to automate the analysis of campaign and gated asset performance. See how our team plans for campaigns by analyzing Snowflake data to segment customers and plan an email strategy that will maximize revenue.
Team Favorite

From messy data to revenue opportunity

Raw lead data is rarely sales-ready: incomplete fields, inconsistent formats, missing context. This playbook cleans and normalizes that data, enriches it, and turns it into structured sales materials your team can use immediately. Scattered lead signals become a coherent dataset for outreach, without the manual cleanup.

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Pipeline production

Lead to conversion ROI agent

Raw lead data is rarely sales-ready: incomplete fields, inconsistent formats, missing context. This playbook cleans and normalizes that data, enriches it, and turns it into structured sales materials your team can use immediately. Scattered lead signals become a coherent dataset for outreach, without the manual cleanup.

Campaign performance analysis agent

Performance marketers managing campaigns across social, display, search, and CTV spend hours each week analyzing metrics, comparing against benchmarks, and compiling reports for leadership. This AI agent does it for you.

Pipeline on autopilot

Every Monday morning, this agent pulls fresh data from Salesforce, analyzes pipeline trends, surfaces opportunities and risks, and delivers a report to Slack before your first coffee. It encodes your team's institutional knowledge so it thinks about the numbers the way you do, then tailors the output for every audience. 

Win-back campaigns in 15 minutes

Connect to your data warehouse, segment customers by purchase history and spending patterns, generate personalized email copy for each segment in your brand voice, and build the complete multi-week campaign in Klaviyo with triggers and filters. You review and add the final polish before anything goes out. What used to take days now runs in minutes.
Playbook

SEO - GEO

As buying decisions increasingly happen inside of AI-powered conversations, companies need to go beyond SEO, building on that foundation and layering on AI. At WRITER, we've built a number of Playbooks that have helped our clients and our own company significantly improve their standing across the most popular AI chatbot services. 
Team favorite

From SEO to GEO

This playbook analyzes 500,000+ pages against the latest generative engine optimization best practices and produces a detailed strategy for improving your visibility in AI search. Upload your site crawl data, the agent researches current GEO standards, compares your pages, and generates a branded strategy presentation with actionable recommendations. 

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From SEO to FAQ + Schema

Consumers are turning from traditional search to conversational commerce with AI chatbots. To ensure your brand gets mentioned, you need to reimagine your website, moving from keywords to FAQ content and GEO optimized JSON schema. This agent show you how.
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Turning keywords to natural language queries

Many companies have mountains of existing keyword data and infrastructure. The problem is users making purchasing decisions are rapidly shifting from traditional search engines to conversations with chat bots. This playbook takes the strength of your existing web presence, looks at the competitive landscape, and lays out a strategy for adapting to more natural language queries, driving up your brand’s presence in AI chatbot responses.
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Playbook

Field

Field marketing is all about being present. As AI begins to take over various knowledge work functions, the ability to network and connect with people in real life is growing more valuable. Below, we’ll share some of our field marketing team’s favorite Playbooks. They focus on giving the drudge work to AI, saving the field marketer time and stress so they can focus on what’s in front of them.
Exec Favorite

Instant look book generator

While everyone is paying attention to the talk tracks and show floor, the real action at many conferences is in the 1:1 meetings between executives.

For a field marketer, you need to ensure your executives are fully prepped. This AI agent quickly and accurately generates a look book that your exec can easily scan on the move, giving them all of the context they need.

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team favorite

Swag tracker

Stop checking apps and entering tracking codes. This agent tracks swag and notifies you by Slack when something is worth your attention, letting you get back to working the event IRL. 

Calendar wizard

When it's a busy event season and you're constantly in the air, you need one calendar for yourself, and another that helps your team track when you're in the air, juggling shifting time zones and rerouted flights. This agent makes it simple. 
Playbook

Brand

Every piece of content your team ships is a brand decision. These playbooks make sure it's the right one. From automating FINRA compliance checks to running full brand and legal QA on any asset before it goes live, these playbooks keep your standards consistent without slowing your team down.
Team favorite

Automate regulatory compliance

Marketers working in highly regulated industries can have a tough time moving quickly. This agent automates a check for FINRA compliance, then automatically annotates and updates copy so you can understand the suggestions and easily accept edits.
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Brand compliance QA agent

Ensuring digital content meets brand and legal compliance requirements is critical — but manual QA is slow and inconsistent. In this demo, we show how teams create sophisticated quality assurance agents on the WRITER platform to ensure content meets brand and legal standards. 
Playbook

Marketing ops

Behind every marketing team that ships fast is an ops layer most people never see. These playbooks automate the operational work that keeps everything moving: meeting recaps from Gong transcripts, daily briefs pulled from Slack and Asana, and whiteboard-to-dashboard transformations that turn workshop chaos into executive-ready reports. Less time on busywork, more time on the work that matters.

Your digital chief of staff

Two agents: one summarizes meetings from Gong transcripts and tags action items in Slack, the other reviews Slack, Gmail, and Asana each evening and produces a morning brief on what's done, what's blocked, and what needs attention. Hours of manual follow-up, gone.

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From messy whiteboard to executive dashboard

Upload a whiteboard photo, connect to Gong, and get a branded, interactive dashboard with color-coded insights and embedded quotes in seconds. Define the workflow once, share it across teams, and every future workshop gets the same treatment.

Build a research agent that avoids hallucinations

Most AI research pulls from training data frozen in time. This playbook connects directly to live primary sources like the Federal Reserve's FRED database, the OECD, the World Bank, and SEC EDGAR. It pulls fresh data for your topic, cleans and normalizes the numbers, and produces a fully cited report with a bibliography you can verify. Days of manual research, replaced with a single run.

Ready to run these
marketing playbooks?

Don't build from scratch. Let our team show you how to put Writer's AI playbooks to work for your content, demand gen, SEO/GEO, field and brand workflows.

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