Add to Workspace
Overview
What Is This Kit?
This kit streamlines promotional email creation and automates your email marketing workflow. By using a form-triggered workflow, you can collect campaign details, leverage an AI agent to craft compelling email content, and generate a structured campaign outline—all within a few clicks.
💡 Tip: You can enhance your campaigns by uploading relevant knowledge to the AI agent, like product details, target audience insights, or industry-specific data.
Who Is This Kit For?
Marketing Teams
Create, customize, and manage promotional email campaigns at scale.
Small Business Owners & Entrepreneurs
Launch effective campaigns without needing a dedicated marketing department.
Sales & Outreach Professionals
Engage leads, drive conversions, and communicate brand value seamlessly.
What's Included?
Projects
Sample Project
A pre-built project outlining a sample email campaign for reference and collaboration.
Automations
Form-Triggered Automation Workflow
This automation collects campaign details, processes them using the AI agent, and generates a ready-to-customize email campaign outline.
AI Agents
Email Marketing Specialist
A pre-configured AI agent that reviews campaign details and crafts an effective email campaign strategy.
Getting Started
Install the Kit
Follow the kit link at the top of this guide.
Click Add to Workspace and choose a folder or workspace.
Using the Form
Open the Automation
After clicking on the automation, click 'Share' at the top of your screen to locate the form.
Fill Out the Form
Provide campaign details such as goal, target audience, product highlights, and any additional notes.
Submit & Wait
Once submitted, the AI agent will process the information and generate a campaign outline in a new project.
Customize the Automation
Review Automation Steps
Ensure all actions are linked to the correct tasks, projects, and AI agents.
Edit Form Fields
Add, remove, or modify fields to align with your marketing strategy.
Train the AI Agent
Fine-Tune the Email Marketing Specialist Agent
Upload relevant brand information, product details, or audience data for more targeted suggestions.
Add Custom Commands
Enhance the agent’s capabilities by focusing on specific industries, email formats, or advanced personalization strategies.
Create Projects
Use Multiple Projects
Organize different email campaigns (product launches, seasonal promotions, etc.) into separate projects.
Apply Workspace-Level Tags
Quickly find and manage related email campaigns across your workspace.
💡 Tip: You can train your AI Agent using these projects as knowledge to give it context on your writing style and brand guidelines.
😊 Helpful Links
Download our apps: taskade.com/downloads
Leave feedback: taskade.com/feedback
Changelog: taskade.com/blog/updates
Watch tutorials: youtube.com/taskade
Contact us: taskade.com/contact