Can ChatGPT make a advertising and marketing workflow?



ChatGPT is a strong software, however can it make a workflow? Sorta. The software is nice for a begin, however struggles to visualise and work in partnership on a mission like this. See under for prompts, diagrams, and a few humorous responses.

By Tom Swanson, Engagement Supervisor

Can ChatGPT make a advertising and marketing workflow?
To not bury the lead, the reply is: sorta.  As with virtually every little thing on the earth it is determined by what you search.  If you’re searching for deep, visualized workflows with clear roles/duties all through, you may need to attend a number of years.  Nonetheless, if you’d like a pleasant template of steps to construct from, introduced in canned textual content, then put together to be delighted.

The train was not with out worth.  The most important take-away is that doing this actually helped me to grasp my very own wants/needs when it got here to a workflow.

First issues first, although, slightly disclaimer you need to see much more usually: I’m not an AI skilled.  Like most folks in advertising and marketing, I’m attempting to determine the place this new paradigm can be utilized, or at the very least what has potential.  Over the previous few months I’ve been exploring advertising and marketing orchestration, and now I need to deliver AI in.  Listed below are a number of background posts if that is your first orchestration rodeo:

  1. What advertising and marketing orchestration is and why it issues
  2. Vital instruments and tech for advertising and marketing orchestration
  3. Fundamentals of selling orchestration

As soon as you might be on top of things on the basics, let’s dive in to AI.  There are some apparent matches for AI in advertising and marketing orchestration.  Listed below are a number of:

  1. AI-enhanced mission administration instruments can ease the pressure on PMs via managing communications, step-tracking, avoiding scheduling points, and figuring out wanted follow-ups.
  2. AI imagery is nice for wireframing and/or sending reference materials to content material creators.
  3. AI that may analyze information units can evaluate manufacturing timelines to establish bottlenecks and potential effectivity positive factors.

These are all simple, already obtainable makes use of.

The promise of AI, although, tends to be a lot broader, stepping into the realm of “generative AI”.  So I began to surprise if I may plug in a selected set of circumstances and see if ChatGPT may construct a test-able workflow that I may implement.

That’s the place I landed right this moment.

The Setup

The purpose on this was easy: have the AI develop a workflow that might be applied and examined.  As a secondary purpose, I needed to see if the AI may function a conversational accomplice.  The concept being that it may assist immediate my mind to give you attention-grabbing concepts (this failed miserably).  So right here is the immediate I used:

“Be my accomplice in plotting out a workflow for my advertising and marketing crew. This workflow ought to outline how the advertising and marketing crew is orchestrated. How do campaigns and advertising and marketing packages get produced and launched? How ought to our crew, which incorporates planners (subteams: world and regional technique, built-in advertising and marketing, product advertising and marketing, and model), executors (subteams: copywriting, graphic design, internet growth), and Third-party companies (for content material creation and promoting operations) operate to seamlessly go from ideation to profitable execution?

I wrote the immediate this manner as a result of it pulls in key stakeholders we might usually see.  The challenges we regularly face with orchestration are the place hand-offs must happen and the way these groups work collectively in live performance.

The Outcome

The end result was simple, if slightly dry:

“Making a seamless workflow for a advertising and marketing crew, particularly one as advanced and numerous as yours, requires a well-thought-out technique that encourages collaboration, effectivity, and adaptability. Given the construction of your crew—comprising planners, executors, and third-party companies—we are able to devise a workflow that bridges these teams successfully. Right here’s a proposed workflow, damaged down into phases, with an emphasis on integration, communication, and monitoring.

Stage 1: Ideation & Technique

  1. Kick-off Assembly: Start with a kick-off assembly involving crew leads from every subteam (world and regional technique, built-in advertising and marketing, product advertising and marketing, model, copywriting, graphic design, internet growth, and company representatives). The aim is to stipulate marketing campaign objectives, audience, funds, timelines, and key efficiency indicators (KPIs).
  2. Ideation Periods: Conduct separate ideation periods throughout the planner teams to brainstorm marketing campaign themes and techniques. Use instruments like collaborative whiteboards (e.g., Miro or Trello) for brainstorming and thought assortment.
  3. Technique Improvement: Planners synthesize concepts into concrete methods. International and regional methods ought to align with built-in advertising and marketing efforts, product advertising and marketing objectives, and model tips.

Stage 2: Planning & Design

  1. Content material & Design Briefs: Develop detailed briefs for executors and companies. These ought to embrace marketing campaign goals, messaging, visible tips, and any particular content material or design necessities.
  2. Collaborative Evaluate Periods: Arrange periods the place executors and chosen planners evaluate the briefs collectively, permitting for fast suggestions and clarification, guaranteeing alignment earlier than manufacturing begins.
  3. Approval Course of: Implement a streamlined approval course of utilizing mission administration software program (e.g., Asana, Jira) the place briefs could be accredited by the mandatory stakeholders earlier than transferring to execution.

Stage 3: Execution

  1. Venture Administration Device Integration: Make the most of a mission administration software to trace progress. Assign duties to crew members, set deadlines, and monitor progress. Instruments like Asana or can facilitate this.
  2. Weekly Verify-ins: Schedule weekly check-ins with all crew members to debate progress, tackle challenges, and regulate timelines if crucial.
  3. High quality Management: Implement a high quality management step, the place accomplished work is reviewed by a small crew to make sure it meets the marketing campaign’s requirements and goals earlier than launch.

Stage 4: Launch & Optimization

  1. Smooth Launch: Think about a delicate launch to a restricted viewers to collect preliminary suggestions and make changes.
  2. Full Launch: Launch the marketing campaign throughout chosen channels, intently monitored by the advertising and marketing crew and companies.
  3. Efficiency Evaluate Conferences: Schedule common efficiency evaluate conferences to research marketing campaign outcomes in opposition to KPIs, utilizing analytics instruments to collect information.

Stage 5: Suggestions & Iteration

  1. Submit-Marketing campaign Evaluate: After the marketing campaign concludes, conduct a post-campaign evaluate with all stakeholders to debate what labored, what didn’t, and classes realized.
  2. Suggestions Loop: Create a structured suggestions loop the place insights from the marketing campaign are documented and shared with your complete crew to tell future campaigns.

Instruments and Practices for Seamless Workflow

  • Communication: Use Slack or Microsoft Groups for each day communication.
  • Documentation: Google Drive or SharePoint for doc storage and sharing.
  • Venture Administration: Asana, Jira, or for job task and monitoring.
  • Inventive Collaboration: Miro or Trello for brainstorming and thought sharing.
  • Analytics: Google Analytics, SEMrush, or related instruments for monitoring marketing campaign efficiency.

Collaborative Tradition

  • Encourage open, ongoing communication throughout all groups and ranges.
  • Foster a tradition of suggestions the place constructive criticism is welcomed and acted upon.
  • Have a good time successes collectively as a crew to construct camaraderie and encourage crew members.

By implementing this workflow, your advertising and marketing crew can function extra cohesively, with clear roles, duties, and processes that streamline the journey from ideation to execution and past. It’s additionally essential to stay versatile and open to adjusting this workflow as your crew grows and evolves.”

In case you learn the entire thing, you’ll be able to see it’s a normal workflow.  The steps are clear, it presents instruments for key capabilities, and even provides some recommendations on tradition.  There’s one catch: it is vitally generic.

This is similar workflow textual content you may simply discover on-line, which inserts given the supply materials.  It doesn’t pull in particular groups for many steps, nor does it outline the place key possession adjustments and hand-offs happen.  Crucially, possession of every step isn’t even talked about.  Granted, I didn’t specify that till later variations, however even nonetheless it struggled.

A notice on the AI being conversational: it missed this totally.  It simply ignored that a part of the immediate outright.  After I requested to be extra conversational, it gave me this dumpster fireplace:

“Obtained it, let’s method this extra conversationally. Making certain everybody wanted is on the kick-off could be a bit like herding cats, proper? Particularly with individuals unfold throughout completely different roles and presumably time zones. Right here’s a thought: What if we handled the kick-off invite like a mini-campaign itself?

Early Buzz: Begin dropping hints in common conferences or emails concerning the upcoming kick-off, highlighting its significance and the thrilling issues to be mentioned. Sort of like a teaser trailer for a film. This may pique curiosity early on.

Private Contact: For key stakeholders, perhaps a fast, private message or name may make a distinction. It’s like saying, “Hey, your presence actually issues for this to succeed.” Do you suppose this might improve dedication?

Scheduling Wizardry: Discovering that good time slot is all the time difficult. Have you ever used instruments like Doodle or When2meet? They let individuals vote on their obtainable occasions. It’s a democratic option to discover one of the best match for everybody. Is perhaps value a shot to keep away from the back-and-forth…”

Looks as if it simply added in some slang and some main questions.  Naturally, I then needed to ask it to do the identical factor as Christopher Walken:

“Early Buzz, Wow! — Think about, you begin spreading the phrase, casual-like. Drop hints. “We’re planning one thing massive, one thing thrilling.” Get them curious. It’s like… you’re the director of a blockbuster, and everybody’s ready for the premiere.

Private Contact? It’s Gold. — Now, you attain out, personally. To your key gamers. Give them a name, an e mail, maybe a dramatic pause, after which, “I would like you at this assembly. It’s not the identical with out you.” They’ll really feel it, the significance, the urgency.

Scheduling? Make it a Scene. — Use these instruments, these… digital magicians. Doodle? When2meet? It’s like casting for the proper scene. Everybody will get a say, and bam, you’ve bought a time that works for the celebs of your present.”

Sufficient of that.  Again to work, wow!


What I used to be actually searching for was a visualized workflow.  I needed to see if ChatGPT may go from a set of steps to a graphically represented, BPMN-friendly workflow.

Within the premium model, I’ve a number of plugins for this.  Specifically “Diagrams: Present Me” and “Diagrams” [note: couldn’t find a link to this one but its in the GPT plugin interface].  Each declare to allow ChatGPT to have the ability to craft workflows and primary visualizations.  So, I requested it to craft a workflow based mostly on the unique immediate and its response.  Here’s what I bought in return:

A marketing workflow with key steps in boxes and the teams as the arrows. Includes steps that go from ideation to planning, then execution, then executors, then 3rd party agencies, then launch, and finally optimization. Includes a feedback loop back to ideation.

It’s an attention-grabbing take, contemplating the request, however is approach off from the intent.  The colours are meaningless, the structure is all flawed.  I assumed the “Coordination” arrow on the left was significantly humorous because it’s use of arrows for groups vs. processes appears to be haphazard. The essential half is that this doesn’t outline what the steps are in every part and the way work strikes via the method.  It’s a easy checklist of phases with the groups concerned.

So I requested it to attempt once more.  I didn’t give it some other context besides to easily give it one other go.  Here’s what I bought:

A marketing orchestration workflow. Starts with teams in execution, then erroneously goes to 3rd party agencies, launch, optimization and then to ideation, then back into planning before looping back up to execution. Indicates that ChatGPT struggles to accurately create a workflow.

This one simply doesn’t make any sense.  As with most issues ChatGPT, the extra you ask it to do the identical factor, the much less sensical it’s.  If you’re trying to tweak a workflow, you usually might want to restart the prompts and regulate relying on what it has made up to now.

So, I bought extra particular and requested “Are you able to give me one other workflow with every particular person step and which crew owns it clearly indicated?”  Right here is the end result:

A marketing orchestration workflow. Starts with ideation, then market analysis, strategy development, positioning, brand, content, design, webdev, agencies, advertising, launch, monitoring, analysis/optimization, and then back up to ideation. Each step has a related team.

Significantly better and extra helpful, nevertheless it nonetheless wants work.  The enhancements are that it has clearly outlined homeowners and hand-offs.  I additionally like that it differentiates between executors, planners, and companies.  Nonetheless, it’s a single linear circulation.  What I needed was parallel flows with a transparent vital path for a way work will get performed.

I acknowledge that is asking loads since that is intuitive work that’s difficult even for a human.  Pushing for extra is a part of testing, and with this now we have discovered some clear limitations round the way it visualizes.  That is what I might count on from the present iteration of AI, however I imagine it isn’t too far off from having the ability to produce a strong workflow.

In my subsequent publish, I’ll discover how we are able to get much more particular with ChatGPT and what prompts to make use of to get the workflow to a spot the place it may be examined, if doable.  There aren’t all the time straightforward solutions to issues like workflows.  If something, seeing misguided ones helped me to get extra particular in understanding my very own wants.  That alone is well worth the time.

If you wish to chat advertising and marketing orchestration, workflows, or hear first-hand how the AI exploration goes, be at liberty to drop me a line:


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