Run a Campaign
How-to guideSet up a project board for your marketing campaign, invite your team, and let your AI assistant help you plan tasks, track deadlines, and keep everything moving.
01 — Before You Start
Make sure you have these ready before setting up your campaign board:
Agiflow account
Sign up free or sign in to your existing workspace.
Campaign outline
A rough idea of what you want to create — social posts, emails, blog content, etc.
AI assistant
ChatGPT, Claude, or Cursor — any assistant that supports connections.
02 — Create Your Campaign Board
Create a new project for your campaign. Use the Marketing template to get started with columns and starter tasks already set up.
Create a new project
From your workspace, click New Project. Give it a name like "Q3 Product Launch" or "Summer Sale Campaign."
Choose the Marketing template
Select the Marketing template. It comes with status columns like Ideation, Brief, In Progress, and Review — designed for campaign work.
Add your campaign tasks
Break your campaign into tasks. For example: "Write email sequence," "Design social graphics," "Draft blog post." Add due dates and priorities.
03 — Invite Your Team
Add team members
Go to workspace settings and invite your team by email. Everyone you add can see the campaign board, move tasks between columns, and leave comments.
Assign roles
Give each person a role that matches their responsibilities. Owners and admins can manage workspace settings. Members can collaborate on project work, with project access narrowed by team membership where configured.
You can also limit your AI assistant’s access to just this project instead of the whole workspace. See the connection guide for details.
04 — Connect Your AI Assistant
Follow the connection guide to link your assistant to this workspace. Once connected, your assistant can see your campaign board and help with planning.
If you only want your assistant to see this campaign (not your other projects), connect it at the project level instead of the workspace level. The connection guide explains how.
05 — Put Your Assistant To Work
With your board set up and your assistant connected, try these prompts to get things moving:
“Break down the email campaign into smaller tasks with due dates.”
Creates subtasks like "Write subject lines," "Draft body copy," and "Design email template" with deadlines.
“What tasks are overdue or at risk this week?”
Scans your board and highlights tasks that need attention based on due dates and status.
“Draft a brief for the social media content tasks.”
Reads your task descriptions and writes a creative brief your team can use as a starting point.
“Move all completed review tasks to done and summarize what shipped.”
Updates task statuses and gives you a summary of everything that launched this sprint.