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THE WORKFLOW LAB

You + AI. Better together.

See where AI fits into real work. Make a plan, choose the handoffs and keep the decisions that need you.

Give every superpower a job.

Choose a workflow below. Each step connects the input, AI opportunity, human checkpoint and output. Edit the approach and add your own notes.

A planning tool: it does not run agents, connect accounts or publish work. The suggested combinations have not been tested as complete integrations.

Human leads

A person owns the decision or approval.

AI assists

AI drafts, organizes or checks; a person reviews.

Automation candidate

Consider fixed rules and monitoring after testing.

Read this how-to ↗

Save keeps this plan in this browser only. Notes are not sent to an AI service. Keep sensitive information out of shared downloads.

1
Marketers

Choose the audience and promise

Start with: A real customer problem, offer details and approved evidence.

⚡ WHERE AI CAN HELP

Organize your notes and surface gaps in the brief.

✳ YOUR HUMAN CHECKPOINT

Choose the audience, promise and measurable goal.

What moves forward: An approved one-page brief.

Notion MCP ↗Airtable AI ↗
Open a starting prompt
Organize this campaign brief into audience, problem, promise, supporting evidence and desired action. Mark gaps. Do not invent customer insights.
2
Marketers

Research the questions

Start with: The brief and a narrow list of public research questions.

⚡ WHERE AI CAN HELP

Find source leads and summarize relevant passages.

✳ YOUR HUMAN CHECKPOINT

Open the sources and decide which evidence belongs in the campaign.

What moves forward: A claim-and-source table.

Perplexity ↗Gemini Notebook (formerly NotebookLM) ↗
Open a starting prompt
Research these specific questions. For each claim provide an original source, publication date where available, and uncertainty. Separate evidence from suggestions.
3
Marketers

Draft a few directions

Start with: The approved brief, tone examples and claim table.

⚡ WHERE AI CAN HELP

Draft copy and visual directions you can compare.

✳ YOUR HUMAN CHECKPOINT

Select and edit the direction that fits the audience and evidence.

What moves forward: One draft campaign with alternatives.

Jasper ↗Canva Magic Design ↗Adobe Firefly ↗
Open a starting prompt
Using only the approved brief and claims, propose three campaign directions. Give one message, draft copy, visual concept and relevant call to action for each.
4
Marketers

Review the whole experience

Start with: Draft copy, assets and the destination page.

⚡ WHERE AI CAN HELP

Create a checklist and flag possible inconsistencies.

✳ YOUR HUMAN CHECKPOINT

Verify claims, links, accessibility and the final destination.

What moves forward: A signed-off campaign package.

Grammarly ↗Figma MCP ↗
Open a starting prompt
Check this campaign against the brief. List claims needing evidence, inconsistencies, unclear calls to action and accessibility questions. Do not publish.
5
Marketers

Prepare delivery and learn

Start with: Approved assets, destinations, owner and review date.

⚡ WHERE AI CAN HELP

Summarize observed results after you supply the actual numbers.

✳ YOUR HUMAN CHECKPOINT

Authorize publishing and interpret results before changing the campaign.

What moves forward: A scheduled plan and an evidence-based follow-up.

Make ↗n8n ↗Airtable AI ↗
Open a starting prompt
Map delivery of these approved assets. Include destination, owner, approval, duplicate prevention and failure handling. Draft only; do not activate or publish.

Does the workflow earn its keep?

Include review, rework and setup when you estimate time saved.

Try the time calculator ↗
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