Brief to CMS campaign
Turn an approved brief into channel-ready CMS assets with staged review.
What this workflow does
Turn an approved brief into channel-ready CMS assets with staged review. It produces a source-linked draft, validates it against policy, and keeps publication or system updates behind an explicit approval.
What you gain
Approved staged campaign package
What the AI agent changes
How this worked before
Templates could merge known fields, but they could not understand source documents or adapt the draft to exceptions.
What the AI agent changes
The agent reads source material, drafts the right version for the case, cites evidence, and leaves the final send or write to a person.
Agent trigger
A campaign brief reaches approved status.
Inputs
- Process context: brief, brand rules, source assets, and channel requirements
- Approved policies, ownership, and exception rules
Agent flow
- 1
Assemble the current source material, template, and policy version.
- 2
Draft only claims that can be linked to allowed evidence.
- 3
Prepare channel drafts and CMS field mappings and mark every unresolved exception.
- 4
Publish or write back only the approved version.
Human decisions
After step 3
The accountable process owner approves channel drafts and CMS field mappings.
Outcome
- Approved staged campaign package
- Evidence, exceptions, and audit trail
Guardrails
- Never publish, send, or post without the named approval.
- Keep templates, policies, and source timestamps visible to the reviewer.
Risks and mitigations
Unsupported claims can enter a customer-facing or regulated record.
Attach evidence to material claims and block approval when citations are missing.
Sources and evidence
Sources establish feasibility or impact. Not every metric comes from an identical implementation.