Campaign Brief Builder

Agent details

Turn meeting insights into Optimizely CMP execution instantly. Automate brief drafting and task creation, ensuring faster launches and perfect team alignment.

Benefit

The Nansen Campaign Brief Builder accelerates time-to-market by instantly transforming conversational meeting insights into structured execution plans, eliminating the administrative lag between kickoff and actual work. It ensures consistent governance by automatically populating standard brief fields and flagging missing information, while freeing teams from manual data entry. This creates a transparent audit trail from spoken decisions to the approved plan, which is essential for maintaining compliance in regulated industries.

How it works

After connecting to Fathom via secure OAuth, the agent scans for recent meeting metadata and uses intelligent keyword matching to identify the most relevant campaign planning session. It applies a confidence score to its selection, asking for user confirmation if necessary, before extracting key decisions to draft a fully structured campaign brief within Optimizely CMP. Finally, it generates a set of practical execution tasks derived from the discussion and associates them directly with the new campaign to ensure a cohesive project structure.

Who it helps

This agent is designed for enterprise marketing teams and operations leaders who need to reduce administrative overhead and ensure consistent workflows across large or distributed groups. It is particularly valuable for marketers in regulated sectors, such as finance or healthcare, who require strict traceability between meeting decisions and the final executed plan.

Built by

N
Nansen Inc

Works with

Content Management SystemContent Marketing Platform

Documentation

Not an Optimizely customer? Get in touch to learn how to activate Opal agents.

0:00 / 0:00