Marketing strategy brief generator for Notion and Slack

Build me an agent workflow that turns marketing requests into ready-to-execute strategy briefs.

Trigger: every 10 minutes, check my Notion marketing intake database for any rows where Status is set to "Awaiting brief" and that have not been processed yet. The intake row has at minimum: Campaign name, Ask (free text), Deadline, Requester (Slack handle or email), and Status. If I do not have this database yet, help me create one with those columns.

For each new request, the agent should:

1. Read the intake row and figure out what kind of brief this is (campaign launch, product announcement, lifecycle email push, content pillar, channel experiment, partnership, etc.).

2. Pull grounding context from HubSpot. Use Search Contacts and List Pipelines plus Search Deals to summarize current lifecycle stage distribution, top closed-won deal themes from the last 90 days, and the rough industry and company-size mix of recent customers. Keep it tight, this is just to ground audience and message claims, not a full report.

3. Do focused web research on the request topic: 2 to 3 relevant competitor angles, any timely market context, and any obvious proof points or stats worth referencing. Cite sources inline.

4. Draft a structured strategy brief in markdown with these sections, in order: Situation, Objective and success metrics, Target audience and jobs-to-be-done, Key insight, Message hierarchy (one core message plus 2 to 3 supporting proof points), Channel and asset plan, Deliverables and owners, Timeline working back from the deadline, Risks and open questions. Keep it tight and skimmable. No fluff, no hedging language.

5. Create a new Notion page titled "Strategy brief: <Campaign name>" inside the parent page I designate, written using Update Page Content as Markdown so the formatting lands clean. Then update the intake row: set Status to "Brief ready" and put the new Notion page URL in a Brief link column (create the column if it does not exist).

6. Post a Slack message to my #marketing channel (configurable) summarizing the brief in 3 to 5 bullets: campaign, objective, audience, top channels, and the link to the full Notion brief. Then open a DM with the requester and send them the same summary plus the link, so they know it is ready to review.

Constraints: never publish or send anything externally. The brief is always a draft for humans to review. If HubSpot context is unavailable or empty, skip step 2 silently and note in the brief that audience claims are based on the request and public research only. If you cannot draft a brief for any reason, post a Slack message in #marketing explaining what is missing instead of leaving the intake row stuck. Deduplicate so the same row is never briefed twice.

Keep the tone of the brief direct and operational, not slide-deck style. The reader is a marketer who needs to start work, not an exec who needs to be impressed.

Additional information

What does this prompt do?

Watches your Notion marketing intake for new requests and starts working as soon as one is submitted.
Drafts a complete strategy brief covering objective, audience, key insight, message, channels, deliverables, success metrics, timeline, and risks.
Grounds the audience and positioning in real customer signals pulled from HubSpot, like lifecycle stage mix and recent closed-won themes.
Saves the finished brief as a Notion page linked from the intake row, then pings the requester and marketing lead in Slack to review.

What do I need to use this?

A Notion workspace with a simple marketing request database. If you do not have one, we will help you set it up with the right columns.
A HubSpot login so the brief can reference current pipeline and customer mix when shaping audience and message.
A Slack workspace and the channel where you want review notifications posted.

How can I customize it?

Edit the sections of the brief. You can add things like budget, dependencies, or risk tiers, or drop sections you do not use.
Change who gets pinged. Default is the marketing channel plus a DM to the requester, but you can route by campaign type or owner.
Swap or remove the CRM step. If you do not use HubSpot, the agent will write the brief from the request and its own research instead.
Tighten the audience guidance. Point the agent at a specific HubSpot list, segment, or lifecycle stage if you want every brief grounded there.

Frequently asked questions

What actually goes into the brief the agent produces?

Situation, objective, target audience and jobs to be done, key insight, message hierarchy, channel plan, deliverables, success metrics, timeline, and risks. Every section is editable in Notion before you share it with anyone.

Does this work if my team does not already have a Notion intake table?

Yes. When you set up the workflow, Geni will help you create a lightweight intake database with the columns the agent expects, like campaign name, ask, deadline, requester, and status.

How fast does the agent respond to a new request?

It checks your intake every few minutes, so a fresh brief usually lands in Notion within 5 to 10 minutes of the request being submitted.

Will the brief reference our actual customers and pipeline?

Yes. The agent reads HubSpot for current lifecycle mix and recent closed-won themes, then uses that to ground audience and message claims instead of making them up.

Can I review the brief before it gets shared?

Always. The Slack message is a heads-up to review. Nothing publishes or sends externally. You decide when the brief is ready to hand off.

What kinds of requests does this work best for?

Campaign launches, product announcements, lifecycle email pushes, content pillars, channel experiments, and partnership pitches. Anything where you need a structured plan before work starts.