Example: Marketing Brief Intake

A creative back-and-forth process: a stakeholder requests a marketing asset → marketing triages and assigns to a designer → draft → review → revisions → final delivery.

You'll build: Service Marketing → Offering Brief Request → Form (7 fields) → Workflow with iterative review loop. Time: ~20 min.

The shape

Submit Brief → Marketing Triage → Assign Designer → Draft → Stakeholder Review
                                                                  │
                                                              Revisions Needed?
                                                                  ↓
                                                    ┌─────── Yes ─────────┐
                                                    │                     │
                                                    └──→ Designer Revises ─┘
                                                                  ↓
                                                                  No
                                                                  ↓
                                                            Final Delivery → ✅ Done

What you'll need

Company account
A Marketing team set up in Admin → Teams (with at least 2 members: triage + designer)
An asset-storage location (Drive, Dropbox, Figma, etc.) — links go in the form

Step 1 — Service & Offering

Service

Admin → Services → New Service.

Name: Marketing
Description: Asset requests, brand reviews, content, design

Offering

Name: Brief Request
Description: Request a marketing asset (graphic, copy, video, etc.)

Step 2 — Form

Field	Type	Required	Notes
Asset Type	Select	✓	Social graphic, Blog illustration, Email banner, Pitch deck, Video script, Other
Title	Text	✓	Short title for the deliverable
Audience	Text	✓	Who is this for?
Key Message	Textarea	✓	What's the one thing we want them to take away?
Reference Materials	URL	–	Drive / Figma / Dropbox link to brand assets, prior examples
Deadline	Date	✓	When does this need to be delivered?
Priority	Select	✓	Low, Normal, High, Rush (Rush triggers a faster path)

Step 3 — Workflow

Drag phases

Start
Process — Marketing Triage
Decision — Brief Quality Check (auto via Service Assist agent or manual)
Process — Assign Designer
Process — Draft
Approval — Stakeholder Review
Process — Designer Revises (loops back to Stakeholder Review)
Process — Final Delivery
End — Delivered

Connect

Start → Marketing Triage → Brief Quality Check
Brief Quality Check (sufficient) → Assign Designer
Brief Quality Check (insufficient) → Loop back to submitter for clarification (use a "Wait for Update" Process phase that pauses until the submitter edits the brief)
Assign Designer → Draft → Stakeholder Review
Stakeholder Review (Approve) → Final Delivery → Delivered
Stakeholder Review (Request Revisions) → Designer Revises → Stakeholder Review (loops)
Final Delivery → Delivered

Configure Marketing Triage

Responsible: Marketing Lead
Task templates: "Confirm scope is feasible", "Estimate effort", "Slot into capacity calendar"

Configure Brief Quality Check (Decision)

Two options:

Manual: Marketing Lead picks "Brief is sufficient" or "Needs more info" via dropdown variable.

AI-assisted: assign a CONSULTED Service Assist agent that scores the brief on completeness (key message present? deadline realistic? reference materials provided?) and writes a recommendation comment. The Lead reads the comment and decides.

Configure Assign Designer

Responsible: Marketing Lead
One task template: "Pick designer based on capacity + skill match" — assigns Designer to next phase

Configure Draft

Responsible: Designer (set per-instance in Assign Designer step)
Task templates: "Initial draft uploaded", "Internal QA passed"

Configure Stakeholder Review (Approval)

Approver: the original submitter
Two outgoing transitions: Approve, Request Revisions

Configure Designer Revises

Responsible: Designer
One task template: "Revisions complete based on feedback"

Publish

Step 4 — Responsibilities

Phase	Responsible
Marketing Triage	Marketing Lead (Team Lead role)
Brief Quality Check	(Decision — manual or auto)
Assign Designer	Marketing Lead
Draft	Designer (assigned per-instance)
Stakeholder Review	Original submitter (auto-resolved)
Designer Revises	Designer
Final Delivery	Marketing Lead

Step 5 — Test the iterative loop

Submit a brief

As any user, submit. Set deadline 1 week out.

Triage and assign

Draft

Reject the first time

Sign back in as the submitter. Stakeholder Review activates in their queue. Click "Request Revisions" with comment "Make the headline bigger and shift to brand purple."

Revise

Designer's queue shows the loop-back. Mark Designer Revises complete.

Approve the second time

Submitter approves. Final Delivery activates → Delivered.

What you can adapt

Rush priority skips Triage: a Decision after Start that routes Rush briefs directly to Assign Designer.
AI brief scorer: the Service Assist agent suggests improvements to the brief at submit time, before Marketing even sees it. Reduces the "needs more info" loop.
Auto-pull from Figma: a Process phase that fetches the latest comp from a Figma file URL and attaches it to the request, so reviewers don't have to click out.
Capacity-aware assignment: instead of manual Assign Designer, a Decision based on which Designer has the lowest open-task count.
CSAT after delivery: Timer phase 3 days after Delivered that fires a 1-question survey to the submitter.

Decisions & Parallel Paths — the Brief Quality Check + the revision loop
Service Assist agents — the AI brief scorer
Forms — the URL field type for Reference Materials

Customer Refund Recipes