Map a marketing workflow
When you need a marketing workflow mapped so trigger, steps, and exits are clear and someone can build or audit it.
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--- name: map-marketing-workflow description: "When you need a marketing workflow mapped so trigger, steps, and exits are clear and someone can build or audit it." ---
Map a marketing workflow
Instructions
Use this skill when the user wants to map a workflow (nurture, onboarding, or trigger-based). The job: trigger, steps in order, branches, success metric, and exit so it can be built in an automation tool.
Instructions
- Trigger: Define entry (form submit, signup, purchase, date, attribute change).
- Steps: List each step in order — wait, condition, action (email, task, update field). Note branches (e.g. if opened, if not).
- Goals: Define success metric (e.g. email opened, link clicked) and exit conditions (convert, max sends, suppress).
- Output: Describe flow in text or a simple diagram (trigger → step 1 → step 2 → branch). Note who owns it and where it will live (platform, link).
Use case
Visualizing complex automated processes before building them in a tool like Hubspot or Zapier.
How to use this skill
Define the start (trigger) and the end (goal) of your marketing journey.