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futureagent

Marketing and contentAutomation

Structured client briefs

After a client conversation, the agent turns your notes or the call transcript into a structured brief (context, goals, audience, messages, deliverables, deadlines, budget, points to clarify) and creates the project in ClickUp with the initial tasks.

Use this template

€5 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

After every client conversation

  1. 1Read. Notes or transcript.
  2. 2Structure. Brief in 8 sections.
  3. 3List. Points to clarify with the client.
  4. 4Create. Project and tasks.

Sample deliverable

Brief: Christmas campaign, Maison Céleste

  • Goal: +30% gift box sales between November 15 and December 24.
  • Deliverables: 6 visuals, 2 short videos, 3 emails.
  • To clarify: media budget, visual sign-off date.
  • Word: Structured brief

Connectors

  • FathomFathom: read the call transcript
  • ClickUpClickUp: create the project and tasks

Already set up for you

Sections
Context, goals, audience, messages, deliverables, deadlines, budget, questions

What you'll be asked

  • Which ClickUp space should projects be created in?

Who it's for

About 12 runs a month, standard business logic and 6 actions per run (generated files): Micro tier.

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