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Marketer brings connected marketing data, an AI workspace, campaigns, analytics, creative work, and repeatable workflows into one place. These guides help you get a useful result first, then expand at your own pace.

Start with the quickstart

Connect a trusted source and complete a grounded, read-only performance task.

Learn the essentials

Give Marketer useful context, review sources, and choose the right approval boundaries.

Explore product guides

Work with campaigns, analytics, creatives, workflows, knowledge, skills, and products.

Connect your stack

Set up supported advertising, commerce, analytics, and collaboration integrations.

A good first session

  1. Create or open your workspace.
  2. Connect one source that contains data you trust.
  3. Ask a narrow performance question with a date range and success metric.
  4. Check the sources, scope, and freshness shown with the result.
  5. Save the useful context or turn the result into a reviewed next action.
Start with analysis before asking Marketer to change an external system. You will learn how your connected data is represented while keeping the first task low risk.

Explore Marketer by outcome

Each overview below is a map. From it, continue into the focused guide for the exact feature or state you are working with.

Direct the Marketing Agent

Add context, follow tasks and specialists, resolve requests for action, and reopen earlier work.

Measure performance

Set a reporting frame, inspect source coverage, compare saved views, and turn observations into a grounded investigation.

Operate campaigns

Inspect provider objects, build drafts, review campaign structure, and verify launch progress.

Develop creative

Move through Briefs, Studio, Creative Assets, and creative-performance review.

Run repeatable work

Configure reports and automations, understand their trigger, and inspect every run and output.

Ground the workspace

Maintain source material, workspace memory, and reusable Skills without confusing facts with methods.

Work from products

Sync a commerce catalog, inspect product truth, and carry approved facts into campaigns and creative.

Connect and govern

Add provider data, assign access, set guardrails, and troubleshoot workspace configuration.

Find the right path

I am new

Understand the product and finish setup.

I am doing work

Use chat, context, tasks, specialists, and approvals.

I manage the workspace

Configure members, brand context, guardrails, autonomy, and billing.
For a copyable starting point, browse Templates and Use Cases. For product changes, see Release Notes.
Last modified on August 9, 2026