# Marketer

> Learn how to set up Marketer, work with the Marketing Agent, and operate campaigns, analytics, creatives, workflows, and connected data safely.

## Docs

- [Approvals, guardrails, and autonomy](https://docs.marketer.com/essential-guidelines/approvals-and-autonomy.md): Understand how Marketer controls drafts, pending actions, launches, and spend-related work.
- [Context and grounding](https://docs.marketer.com/essential-guidelines/context-and-grounding.md): Help Marketer use the right workspace, source data, business context, and task-specific inputs.
- [Write effective requests](https://docs.marketer.com/essential-guidelines/effective-requests.md): Structure Marketer requests around an outcome, evidence, constraints, and a clear action boundary.
- [Review results](https://docs.marketer.com/essential-guidelines/review-results.md): Use a repeatable review method for analyses, briefs, plans, and proposed actions.
- [Sources and data freshness](https://docs.marketer.com/essential-guidelines/sources-and-freshness.md): Interpret source labels, sync coverage, date boundaries, and attribution differences in Marketer.
- [Run your first task](https://docs.marketer.com/get-started/first-task.md): Build a grounded launch plan, follow its visible work, and verify the result without changing a live account.
- [Introduction to Marketer](https://docs.marketer.com/get-started/introduction.md): Learn how a request moves from workspace context to a reviewed result or controlled action in Marketer.
- [Next steps](https://docs.marketer.com/get-started/next-steps.md): Turn one verified result into deeper analysis, creative work, a controlled campaign plan, or a repeatable workflow.
- [Quickstart](https://docs.marketer.com/get-started/quickstart.md): Enter the right workspace, connect one source, build a grounded launch plan, and verify the result.
- [Review your result](https://docs.marketer.com/get-started/review-result.md): Inspect a completed task, verify its evidence, and separate suggested follow-ups from approved or completed actions.
- [Set up your workspace and data](https://docs.marketer.com/get-started/workspace-and-data.md): Build a workspace with the correct members, connected sources, selected resources, and business context.
- [Beta integrations](https://docs.marketer.com/integrations/beta.md): Understand the narrower, evolving support for Microsoft Ads (Beta), OpenAI Ads (Beta), and Triple Whale (Beta).
- [Google Ads](https://docs.marketer.com/integrations/google-ads.md): Connect selected Google Ads accounts for campaign, ad group, ad, and performance reporting.
- [Google Analytics 4](https://docs.marketer.com/integrations/google-analytics-4.md): Connect selected GA4 properties for read-only site analytics beside advertising performance.
- [Meta Ads](https://docs.marketer.com/integrations/meta-ads.md): Connect selected Meta assets so Marketer can use campaign, creative, audience, pixel, and catalog context.
- [Integrations](https://docs.marketer.com/integrations/overview.md): Connect the advertising, commerce, analytics, and messaging systems that give Marketer its working context.
- [Shopify](https://docs.marketer.com/integrations/shopify.md): Connect one or more Shopify stores for product, collection, order, and revenue context.
- [Slack](https://docs.marketer.com/integrations/slack.md): Install Marketer in Slack for agent conversations, approvals, progress, and workspace alerts.
- [Troubleshoot integrations](https://docs.marketer.com/integrations/troubleshooting.md): Diagnose connection, selection, sync, coverage, and permissions problems without losing the last-known state.
- [Analytics](https://docs.marketer.com/product-guides/analytics.md): Move from a defined measurement frame to a reviewed finding, creative diagnosis, live snapshot, or recurring report.
- [Campaigns](https://docs.marketer.com/product-guides/campaigns.md): Trace a campaign from scoped performance review through draft construction, validation, approval, and launch verification.
- [Creatives](https://docs.marketer.com/product-guides/creatives.md): Move from a scoped creative brief through Studio generation and review to a reusable asset or campaign handoff.
- [Knowledge and Skills](https://docs.marketer.com/product-guides/knowledge-and-skills.md): Route sources into the right workspace context, inspect their grounding, and govern the reusable procedures agents follow.
- [Products](https://docs.marketer.com/product-guides/products.md): Verify the Shopify-backed catalog, inspect product and sales context, and hand selected merchandise into creative or campaign work.
- [Workflows](https://docs.marketer.com/product-guides/workflows.md): Configure a report, alert, guarded action, research routine, or agent-led workflow and verify every run and delivery.
- [Release notes](https://docs.marketer.com/release-notes/overview.md): Follow customer-facing Marketer product and documentation changes.
- [Analyze recent performance](https://docs.marketer.com/templates-use-cases/analyze-performance.md): Use a grounded request to summarize recent marketing performance and identify the next questions to investigate.
- [Produce a creative brief](https://docs.marketer.com/templates-use-cases/creative-brief.md): Turn a campaign goal, audience, product, and supporting evidence into a brief your team can review.
- [Diagnose a performance change](https://docs.marketer.com/templates-use-cases/diagnose-change.md): Investigate a performance increase or decline by testing competing explanations against connected data.
- [Templates and use cases](https://docs.marketer.com/templates-use-cases/overview.md): Start common marketing tasks with a focused request, the right inputs, and a clear review step.
- [Build a recurring report](https://docs.marketer.com/templates-use-cases/recurring-report.md): Define a repeatable performance report with a clear scope, cadence, audience, and delivery path.
- [Create a reusable Skill](https://docs.marketer.com/templates-use-cases/reusable-skill.md): Capture a successful marketing method as reusable workspace guidance with clear inputs and review criteria.
- [Prepare a campaign launch safely](https://docs.marketer.com/templates-use-cases/safe-campaign-launch.md): Use Marketer to prepare a campaign draft while keeping budget, targeting, creative, and publishing decisions reviewable.
- [Awaiting action](https://docs.marketer.com/working-with-marketer/awaiting-action.md): Review a proposed run, connected-account change, or paused workflow and verify the result after your decision.
- [Chat and context](https://docs.marketer.com/working-with-marketer/chat-and-context.md): Build a grounded request, attach exact workspace records, and direct the conversation through answer, proposal, and task states.
- [History and notifications](https://docs.marketer.com/working-with-marketer/history-and-notifications.md): Reopen prior conversations, follow notification receipts to their source, and reconstruct what happened across a workspace.
- [Working with Marketer](https://docs.marketer.com/working-with-marketer/overview.md): Follow a request from grounded context through agent work, review, approval, and a verified result.
- [Specialists](https://docs.marketer.com/working-with-marketer/specialists.md): Route a request, open the Agents workbench, and inspect each specialist's state, tasks, outputs, and sources.
- [Tasks and activity](https://docs.marketer.com/working-with-marketer/tasks-and-activity.md): Follow a task from approval through live steps, input requests, outputs, and the final owning-product state.
- [Audience segments and custom audiences](https://docs.marketer.com/workspace-admin/audiences.md): Manage Meta reporting segments, Custom Audiences, lookalikes, and launch-time audience context.
- [Brand profile and autofills](https://docs.marketer.com/workspace-admin/brand-and-autofills.md): Give Marketer approved brand context and reusable launch defaults.
- [Guardrails and autonomy](https://docs.marketer.com/workspace-admin/guardrails-and-autonomy.md): Set the limits Marketer reads before changes and choose whether accepted launches stop for review.
- [MCP connect](https://docs.marketer.com/workspace-admin/mcp-connect.md): Authorize compatible agents to use Marketer with explicit scopes and workspace grants.
- [Members and roles](https://docs.marketer.com/workspace-admin/members-and-roles.md): Control account membership, workspace reach, roles, invitations, and MCP seats.
- [Notifications and billing](https://docs.marketer.com/workspace-admin/notifications-and-billing.md): Choose where alerts go, what reaches external channels, and how workspace usage and billing are managed.
- [Workspace and admin](https://docs.marketer.com/workspace-admin/overview.md): Manage your personal account, workspace context, people, policies, notifications, and billing.
- [Profile and authentication](https://docs.marketer.com/workspace-admin/profile-and-authentication.md): Manage your personal identity, sign-in methods, password reset, and active sessions.
- [Security and troubleshooting](https://docs.marketer.com/workspace-admin/security-and-troubleshooting.md): Use least privilege, protect provider access, and diagnose workspace or account access problems.