Who this is for: Marketing leads at small companies and agencies.

The Bot team

One Bot per theme, not per task. Each has its own accounts (see own accounts).

Content Ops Bot — Owns drafts from source material (changelogs, calls, docs) into the CMS as drafts. Never publishes.

Campaign Bot — Owns campaign checklists, asset tracking, and status reports.

Reporting Bot — Owns weekly metrics from analytics and ad exports into a sheet with commentary.

Routines

Weekly — three post drafts from the week's material
Daily — campaign checklist status and blockers to Slack
Monday — metrics sheet and commentary
Monthly — stale content and broken links

What's behind approval

Publishing and ad spend changes. Drafts unattended; publish and budget with approval.

What the win looks like

Drafts exist every Monday. Reports write themselves. Humans spend their time on judgement and taste.

What we won't build here

Bots posting as named people on social. Company accounts via API with approval; never a person's session.

Setup and cost

Use the free workflow check to choose one task from this playbook. For lead, inbox or quote preparation, the free starter kit provides role templates and test instructions. Plan and usage costs remain separate: see which plan you need.