Client sends 18-page RFP.
My marketing team agents (using community template) create great content. But I have to manually brief them on every new project.
“Target audience is B2B SaaS buyers”
“Key messages: innovation, efficiency, ROI”
“Timeline: 3 weeks”
“Budget: $8K-12K”
Typing the same information to 3 different agents. Every. Single. Project.
Then I realized: Why am I the middleman between the RFP and the agents?
THE DISCOVERY:
The marketing template has this brilliant agent coordination system. Content strategist → Copywriter → Designer. Beautiful workflow.
But project intake is manual. Someone (me) reads client brief and tells agents what to do.
What if agents could READ the brief themselves?
I added automatic RFP processing. Upload client brief PDF → Agents get briefed automatically → Campaign creation starts.
Zero manual briefing.
THE DIFFERENCE:
BEFORE:
– Client sends RFP PDF
– I read 18 pages
– Write brief for content strategist agent
– Copy key points to Notion
– Brief copywriter on messaging
– Send timeline to project manager
– Total time: 45 minutes per RFP
AFTER:
– Client sends RFP PDF
– Upload to folder
– Agents receive structured brief automatically
– Review extracted info: 5 minutes
– Agents start working
WHAT GETS EXTRACTED:
Client name, project scope, target audience, key messages, deliverables list, timeline, budget range, brand guidelines mentioned, success metrics.
All formatted into agent-readable instructions.
The content strategist agent receives: “Create strategy for [Client Name]. Target: [Audience]. Messages: [Key Points]. Deliverables: [List]. Timeline: [Dates].”
Perfect brief. Zero typing.
REAL EXAMPLE:
Tech company RFP for product launch campaign arrives. 18 pages of requirements.
Old way: Read entire document → Summarize key points → Brief each agent → 45 minutes
New way: Upload PDF → Review extracted brief → Approve → 5 minutes
Agents work with same level of detail. I just don’t waste time being a human document parser.
The community marketing template is powerful. I just taught it to read RFPs instead of waiting for my summaries.
UNEXPECTED BENEFIT:
Agents miss nothing. When I manually briefed them, I’d sometimes skip details buried on page 14. Automated extraction catches everything.
Better agent output because they have complete information.
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