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Solutions/Functions/Marketing and content/Product marketing

AI workflows for product marketing.

Positioning products and taking them to market: messaging, launches, sales materials and competitive context.

Who does this work

  • Product marketing manager
  • Competitive intelligence analyst
  • Sales enablement manager

4 workflow templates ready to adapt, and 7 workflows identified.

Updated 12 November 2026

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Examples of the workflows identified
  1. Plan the launch and its checklist
  2. Profile a competitor from public pages
  3. Review an offer before it goes on sale
  4. Synthesize customer research into buyer language
  5. Check the launch or campaign asset package is readyIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Plan the launch and its checklistA dated launch plan for before, on and after the day with owners, approved announcements and the blockers still open.Workflow templateProfile a competitor from public pagesA dated profile or comparison of what competitors say, sell and promise, separating observation from interpretation.Workflow templateReview an offer before it goes on saleA buyer's-eye review of a packaged offer: what it includes, objections answered, protections, reason to decide now, and one proposed change.Workflow templateSynthesize customer research into buyer languageA source-linked summary of customer problems, buying triggers, objections and the words customers use.Workflow template
Check the launch or campaign asset package is readyGives the launch owner a manifest of every asset by channel with its version, format, owner and missing approvals.Illustrative · not built yet
Choose which products to promote nextGives the sales and marketing team a review of product line sales and draft campaign angles for the lines worth promoting.Illustrative · not built yet
Define the target segment for a campaignAn audience brief comparing needs, buying triggers, decision roles and signs of poor fit among existing accounts.Illustrative · not built yet

Workflow templates

Competitor profile from public pagesYour marketing lead gets a dated profile of a named competitor, built only from its public pages: what they say, sell and charge, kept apart from what that suggests and the questions it raises for you. Any figure no page states is marked unavailable, never estimated.Workflow templateCustomer interview synthesisTurn a stack of customer call notes into the answer to one question, in your customers’ own words. Every quotation is cited to the note it came from, every theme shows its confidence and the evidence against it, and nothing is claimed that the notes do not say.Workflow templateLaunch checklistWhoever owns a launch date gets one dated checklist for the weeks before, the day itself and the weeks after, with an owner on every line. Each announcement is written out so the approver sees exactly what goes out, to whom and from where before saying go. Nothing is announced by the assistant.Workflow templateOffer reviewBefore you sell a packaged service, see it the way a buyer will: what they get and what is left out, what answers each doubt they raise, what protects them, and whether there is an honest reason to decide now. The weakest point is named and one change drafted, from your facts only.Workflow template

Request this workflow

Tell us the product marketing work you need and the team that does it, and we build the workflow with you from your own procedures.

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Reading for marketing and content

  • ArticlePlugins vs SKILL.md files: what should your team use?Choose a standalone skill or a plugin for your team's workflows. Understand supporting files, installation, distribution and maintenance through Claude examples.Read
  • ArticleAn AI org chart should show the work between teamsPlan AI by role and by the work between teams: one client-onboarding record, three team views, every handoff and human decision marked.Read
  • GuideProgrammatic AI workflows: your procedures, built to runA business guide to programmatic AI workflows: five patterns, examples across nine departments, security, testing and where to start with your existing AI.Read

Where to go next

All of marketing and contentEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of marketing and content

  • Brand
  • Communications and PR
  • Content marketing
  • Editorial and publishing
  • Email and text marketing
  • Events
  • Influencer and affiliate marketing
  • Marketing operations
  • Online stores and product listings
  • Search and SEO
  • Social media

Marketing and content workflow templates by industry

  • E-commerce and retail
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