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Your first task should produce one useful artifact without changing an external account. This flow creates a launch plan from approved workspace context, follows the work while it runs, and verifies the completed plan before any execution is proposed.

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Define the finish line

The task is complete when Marketer returns:
  • One evidence-led positioning direction
  • A focused campaign sequence
  • A launch checklist
  • The workspace sources and connected account context it used
  • Clear assumptions or missing evidence
  • Confirmation that no campaign, creative, budget, or provider setting changed
Before you start, confirm that you are in the intended workspace, the relevant ads provider is connected, and Knowledge contains approved brand or product evidence. Keep the first run at plan level.

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Submit the request

Marketer Home canvas with performance overview, request composer, current work, daily summaries, plans, and reports

Start on Home, where performance context and the request composer share one working surface.

1

Open Home

Go to Home and confirm the active workspace before you submit anything.
2

Attach exact context when needed

Select + and choose the exact product, brief, campaign, or creative when it is part of the request. Saved Knowledge is available as workspace context; select Upload files on Home for a one-off document. Use @ to mention an agent.
3

Send a bounded request

Paste the request below and replace the bracketed details.
4

Answer only required clarification

If Marketer asks for the product, audience, offer, account, or evidence boundary, answer that gap without widening the task into production work.

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Follow the active work

Longer work exposes its current step and supporting activity.
Marketer launch-plan task in progress with searched sources, one completed step, one active step, and remaining work

An active launch-plan task shows completed work, the current step, and the evidence being searched.

While the task is active:
  1. Confirm the original request still says plan and no changes.
  2. Read the latest meaningful step rather than treating an interim sentence as the result.
  3. Resolve a named connection, permission, or context gap before retrying.
  4. Keep the existing task open or return through its task link instead of submitting a duplicate.
  5. Wait for a completed result before carrying the plan into another surface.

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Review the completed plan

Completed Marketer launch-plan task with positioning guidance, three finished steps, and optional follow-up actions

The completed task returns a launch-plan receipt, its finished steps, and optional follow-up directions.

Treat the plan as reviewable only when you can answer these questions: Suggested follow-up buttons are new requests you may choose. They do not mean copy, creative, or a campaign already exists.

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Recognize the execution branch

If you ask Marketer to continue from planning into multi-step production work, it can present a proposal before that work begins.
  • Choose Cancel when the displayed work should not continue.
  • Choose Edit or Edit brief when the outcome, inputs, steps, or authority boundary are wrong.
  • Choose the proposal’s displayed run control—Accept & Run, Approve & Run, or Run it—only when you intentionally want that work to run under the applicable workspace policy.
For this first task, do not approve the proposal. Keep the launch plan as the reviewed output. A proposal is not proof that its steps ran or that an external account changed.

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Verify the central claim

Send this follow-up in the same conversation:
Then follow the matching branch: Do not move into creative production or campaign setup until the plan’s evidence, scope, and action state are clear.
Last modified on August 9, 2026