Choose one of three approaches. The steps for that option appear below.
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A Claude project holds the approved inputs and drafts the journey table, then the brief, with your check between.
Gather input documents
Draft journey table
Correct table, name owners
Draft the brief
Review and decide
Use: You
Assemble the campaign objective, approved offer, lead definition and capacity limits as documents with dates and source names.
Only information permitted for this campaign is included.
Use: Claude
Create a Claude project with the input documents and ask for the journey table with qualification boundaries and missing assumptions.
What to paste into the tool
Using only the project files, build a table of the journey from the approved offer to a qualified lead: capture step, qualification boundary taken from the supplied lead definition, owner if stated, capacity limit, and missing assumptions. Mark unsupplied facts as still to confirm and quote the source document name for each row.
Use: You
Correct the table against the originals, fill or keep items still to confirm, and name an owner for each step.
Every acquisition step has a named owner or an explicit gap.
Use: Claude
Add the checked table to the project and ask Claude to draft the brief linking promise, lead capture, nurture handoff and success measure.
What to paste into the tool
Draft a campaign brief from the checked table: promise, lead capture, nurture handoff with owner, and a success measure that uses the supplied lead definition rather than raw form submissions. List open questions. Do not propose publishing, spend or tracking changes.
Use: You
Read the brief with open questions and decide approval; execution is separate.
Success must use the supplied lead definition, not raw form fills.
You build the journey table personally; owners and capacity are internal knowledge. Gemini drafts the brief from it.
Build journey table
Owners confirm lines
Draft the brief
Edit and decide
Use: You
Build the journey table: offer, capture step, qualification boundary from the lead definition, owner, capacity limit, missing assumptions, source reference.
Each row traces to a supplied input or is labelled an assumption.
Use: You
Ask each step owner to confirm their line; record items still to confirm and permitted-use limits.
Owners named for every acquisition step.
Use: Gemini
Upload the confirmed table and constraints to Gemini and ask for a draft brief.
What to paste into the tool
Using only the attached table, write a campaign brief with promise, lead capture, nurture handoff (with owner) and success measure based on the supplied lead definition. Do not add facts not in the table; list open questions. No instructions to publish, spend or deploy tracking.
Use: You
Edit the brief against the table, add open questions, and decide approval; execution is separate.
Owner on every acquisition step; success uses the lead definition.
Notion AI builds the journey-step table and drafts the brief from your pasted inputs. You check both and decide.
Create step pages
Build table, draft brief
Check and decide
Use: You
Give the campaign inputs, one page per journey step, each figure and definition with its source reference.
Only information permitted for this campaign is included.
Use: Notion AI
Ask Notion AI to build the journey-step table from the pasted inputs, then draft the campaign brief from the table.
What to paste into the tool
From the pasted campaign inputs, create a database with one row per journey step from offer to qualified lead. For each row fill: the step, its owner, the qualification boundary quoted from the lead definition, the capacity limit and the source reference. Where the inputs do not state a field, write "not stated". Do not infer or assume. Draft the campaign brief from this table and the pasted inputs: promise, lead capture, nurture handoff, and a success measure that uses the supplied lead definition, not raw form fills. Use only the pasted inputs and the table; keep source references. Where something is not stated, write "not stated". List open questions at the end. Recommendations and drafts only; do not publish, contact anyone or commit spend.
Use: You
Check the table and brief against your inputs: every step has an owner or explicit gap, and success uses the lead definition. Decide approval.
Compare each row and each brief section with the supplied inputs. Promise, lead capture, nurture handoff and a success measure using the lead definition are present. The decision is recorded separately from any campaign execution; publishing, outreach and financial commitments require separate human authority.
Best when: You want the inputs reused across brief revisions
What it does: Claude drafts table and brief; you gate both
Strong at: Drafts and edits text in many formats
Limit: Owners and capacity are internal knowledge; check each row
Free plan: Yes
Best when: You want the table built by you who knows owners
What it does: You build the table; Gemini drafts the brief
Strong at: Chats by text, voice, photo or camera
Limit: Gemini only sees the checked table; you own the facts
Free plan: Yes
Best when: You want the table and brief inside Notion
What it does: Notion AI builds and drafts; you check both
Strong at: Drafts, edits and translates content in your workspace
Limit: It fills gaps from page text; check every property
Free plan: Paid plan needed (Free and Plus get a trial)
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Deciding between Claude and Gemini for this? See the comparison.
Named human reviewer (Demand generation lead) compares every working record with the original inputs and confirms permitted use before drafting.
Every AI output is read against the supplied inputs; unsupplied facts are removed and open questions kept.
Approval and any later execution (publishing, outreach, targeting, tracking, spend) are separate human decisions outside this workflow.
Check the result against your original inputs. Approve it before sharing or acting.