Workflows · facts checked 2026-09-13

10 Instinct AI agent workflow skills for marketing teams

A curated list of 10 Instinct workflows for marketing teams, each with the inputs it needs, a starting prompt, the expected output and one honest boundary.

Ten marketing workflows that repeat every week, ready to hand to Instinct. Each lists inputs, a starting prompt, the output to expect, and the boundary it should not cross. Matching $ready-made AI agents are linked where they exist.

1. Campaign brief normalization

When to use it: When a launch request arrives scattered across chat, voice notes and email.

Inputs: The raw request, your brief template, the campaign goal.

Starting prompt:

You are a marketing lead writing a campaign brief. From my notes below, write a 1-page brief: the goal in one measurable sentence, who it's for (and who it's NOT for), the single message, the offer, the 3 channels and why those, what we need created, who owns what, and the dates. Then list every open question that would block the work - as questions, not guesses. Plain words. If two of my notes conflict, flag it instead of picking one.

The notes: [paste everything you have: chats, emails, ideas]
The product or offer: [one line]
Budget and dates: [..]

Expected output: A brief the team can start from, with the open questions listed.

Boundary: You settle the open questions; it won't invent answers.

Ready-made: the Campaign Brief Agent runs this as a standing workflow with gates, free download.

2. Weekly social calendar build

When to use it: Every Friday, before the weekend gap.

Inputs: Approved campaign inputs, channel list, asset folder.

Starting prompt:

You are our social media manager. Plan next week's posts: [number] posts across [channels]. For each post give me: the hook (first line), the full text ready to paste, the format (text / image idea / video idea in one line), the best day and time, and which goal it serves: [signups / engagement / trust]. Mix it up: 1 teaching post, 1 proof post (customer or result), 1 opinion post, 1 light post. Write like a person at the company, not a brand - no "we're thrilled to announce".

About us: [what you sell, who buys it]
This week's hook or news: [launch, stat, story - or "nothing special"]
Posts that worked before: [paste 1-2 if you have them]

Expected output: A week of paste-ready posts with a reason behind each.

Boundary: You approve before anything goes live.

Ready-made: the Social Media Calendar Agent runs this as a standing workflow with gates, free download.

3. Lead capture cleanup

When to use it: The morning after any campaign launch or event.

Inputs: The form export or lead list, your consent field definitions.

Starting prompt:

You are a marketing ops assistant. Clean this campaign lead export: standardize names and companies, mark duplicates (show me the clashing rows), flag junk (test entries, fake emails like asdf@, competitors), and tag each lead by its source field. Never invent missing emails or phones. Return: the clean table, a junk list with reasons, a dupes list, and 3 summary lines (in, clean, junk).

The export: [paste rows]
What counts as junk for us: [e.g. free email domains, students, competitors]

Expected output: A CRM-ready list plus what to delete.

Boundary: It cleans; you verify before importing.

Ready-made: the Lead Capture Agent runs this as a standing workflow with gates, free download.

4. Monthly performance report

When to use it: Month-end, when the same report is due again.

Inputs: Approved channel exports, last month’s report for format.

Starting prompt:

You are a marketing lead writing the monthly report. From the numbers below, write a 1-page report: what we shipped, what the numbers did (traffic, leads, spend, cost per lead), the one thing that worked best, the one thing that flopped and what we learned, and next month's 3 priorities. Plain words a founder can skim in 2 minutes. Compare to last month wherever you can. If a number is missing, list it as a gap at the end - don't fill it in.

This month: [paste numbers: visitors, leads, spend, channel breakdown]
Last month: [paste]
What we ran: [campaigns, posts, launches]

Expected output: A skimmable report with an honest flop section.

Boundary: The numbers come from you; it can't check your analytics.

Ready-made: the Performance Reporting Agent runs this as a standing workflow with gates, free download.

5. UTM and tracking audit

When to use it: Quarterly, or when report numbers stop adding up.

Inputs: Your live campaign links or the sheet where you track them.

Starting prompt:

You are a marketing ops analyst. Audit these campaign links and tags: UTMs that don't follow one naming convention (mixed cases, underscores vs dashes, missing source or medium), channels tagged wrong (paid social showing as organic), and links with no tracking at all. Return: a fixed naming convention in 5 rules, a corrected table of every link, and a watch-list of the 3 messiest spots.

Our channels: [list]
The links and tags: [paste]

Expected output: One naming rulebook plus every link fixed.

Boundary: It renames; you update the live links.

Ready-made: no agent for this one yet.

6. Content repurposing pass

When to use it: When a strong blog post or webinar deserves more than one life.

Inputs: The source piece, target channels, your voice notes if any.

Starting prompt:

You are a content marketer. Take this piece and cut it into: 3 social posts (each a different angle, not the same line 3 times), 1 email newsletter section (under 100 words with one link back), 1 short video script hook (15 seconds, spoken words), and 5 quotable lines for graphics. Keep my voice from the original - don't add claims that aren't in it.

The piece: [paste]
Where it will run: [channels]

Expected output: A week of derivative content from one piece.

Boundary: You approve each before it ships.

Ready-made: no agent for this one yet.

7. Newsletter first draft

When to use it: When the newsletter slot is tomorrow and the doc is blank.

Inputs: This week’s 3-5 inputs (links, notes, announcements), past issue for voice.

Starting prompt:

You are our newsletter writer. Draft this week's issue: a subject line (plain, no clickbait), a 2-line personal opener, the main story in 150 words (the one thing worth their time), 3 quick links with one-line reasons to click, and one clear call-to-action. Write like a person, not a brand. If my notes are thin, list what to add instead of padding.

This week's material: [paste notes, links, news]
Who reads it: [..]
The call-to-action: [..]

Expected output: A full draft you'd only need to trim.

Boundary: You cut and send; it can't know your list.

Ready-made: no agent for this one yet.

8. Competitor snapshot

When to use it: Monthly, before planning.

Inputs: Competitor names or URLs, what you want tracked (pricing, messaging, launches).

Starting prompt:

You are a marketing analyst. From what I paste about this competitor (site copy, pricing page, recent posts), give me: what they sell and to whom in 2 lines, their 3 loudest claims, their pricing vs ours, 2 things they're doing that we should copy, 2 weaknesses we can attack in our messaging, and one line on how to position against them. Only use what I paste - no outside assumptions.

Competitor material: [paste]
Us: [what we do, pricing]

Expected output: A positioning snapshot with copy and attack lines.

Boundary: It's only as fresh as what you paste.

Ready-made: no agent for this one yet.

9. Launch asset checklist

When to use it: The week before any launch.

Inputs: The launch plan, your channel list, past checklist if any.

Starting prompt:

You are a product marketer. Build the asset checklist for this launch: every item needed (landing page, announcement email, social posts, in-app note, sales one-pager, support doc), each with owner, due date working back from launch day, and a status column. Mark the 3 items that block launch if late. End with a day-before sanity list.

The launch: [what, when]
Team: [who's available]

Expected output: A launch checklist with dates and blockers.

Boundary: You assign the owners; it can't chase them.

Ready-made: no agent for this one yet.

10. Campaign retro summary

When to use it: After each campaign ends, while memory is fresh.

Inputs: The campaign brief, the results export, team notes.

Starting prompt:

You are a marketing lead writing the campaign retro. From the numbers and notes below: what we set out to do, what actually happened (numbers vs goal), the one decision that made the difference, the one thing that flopped and why, and 3 rules for the next campaign. Honest tone - this is for the team, not for show. Half a page max.

The goal: [..]
The results: [paste numbers]
Notes from the team: [paste]

Expected output: An honest half-page retro.

Boundary: Written for the team; you keep it truthful.

Ready-made: no agent for this one yet.

Quick comparison

WorkflowEffortCadenceRiskReady-made agent
1. Campaign brief normalizationOne paste per runPer eventDraft-first, review before useCampaign Brief Agent
2. Weekly social calendar buildOne paste per runWeeklyDraft-first, review before useSocial Media Calendar Agent
3. Lead capture cleanupOne paste per runPer eventDraft-first, review before useLead Capture Agent
4. Monthly performance reportOne paste per runMonthlyDraft-first, review before usePerformance Reporting Agent
5. UTM and tracking auditOne paste per runQuarterlyDraft-first, review before usenone yet
6. Content repurposing passOne paste per runPer eventDraft-first, review before usenone yet
7. Newsletter first draftOne paste per runPer eventDraft-first, review before usenone yet
8. Competitor snapshotOne paste per runMonthlyDraft-first, review before usenone yet
9. Launch asset checklistOne paste per runWeeklyDraft-first, review before usenone yet
10. Campaign retro summaryOne paste per runPer eventDraft-first, review before usenone yet

Free download

Get the Content calendar template (CSV) - the companion file for these workflows, with sample rows filled in.

Platform notes

Instinct is a third-party product (https://instinct.com). We are not affiliated with or endorsed by them. Capabilities and names verified 2026-09-13; re-check before relying on specifics. The prompts above are platform-agnostic - they work in any capable assistant.

Want the job done instead of prompted? Browse the marketing teams agent menu or the AI agents for marketing teams guide.

Questions people ask

Are these Instinct workflows free?

Yes - every item includes a starting prompt you can copy free. Matching free standing agents are linked where they exist.

Are you affiliated with Instinct?

No. AI Agent Skills is an independent store; Instinct is named only because these workflows run on it. Facts checked 13 September 2026.

Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.