Problem It Solves

Marketing teams often juggle requests via email or chat, leading to missed details, inconsistent briefs, and delayed hand-offs to production. Without a structured intake, tasks lack clear scope, and collaboration stalls. By embedding a standardized submission form that writes directly to a central Table and generates tasks automatically, every brief is captured uniformly and routed to the right team without manual intervention.

Process Overview

1. Stakeholders access the “Marketing Brief Submission” form (embedded on your portal or shared link) and enter fields such as Requester Name, Campaign Name, Objectives, Target Audience, Deliverables, Deadline, and Budget.

2. Upon submission, Zapier writes the brief into a “Marketing Briefs” Table with a unique Brief ID and timestamp.

3. Zapier creates corresponding tasks in Trello/Asana/Monday.com—assigning cards/items to the appropriate marketing team and populating mapped fields (Objectives, Deliverables, Deadline).

4. A real-time Slack or email notification is sent to the marketing lead with a summary and link to the Table entry.

5. As tasks move through statuses (“To Do” → “In Progress” → “Complete”), Zapier updates the Table and can send follow-up notifications to stakeholders, ensuring visibility into progress.

Key Features & Capabilities

• Standardized Brief Fields
  Capture essential details (Requester, Campaign, Objectives, Audience, Deliverables, Deadline, Budget) so each brief includes all necessary context.

• Centralized Table Logging
  All submissions are written to a “Marketing Briefs” Table—creating a single source of truth for incoming projects.

• Automated Task Generation
  New briefs automatically generate tasks or cards in Trello, Asana, or Monday.com, complete with mapped fields and due dates.

• Real-Time Notifications
  Zapier sends instant Slack or email alerts to marketing leads and relevant team members with the new brief details.

• Status Sync & Reporting
  As tasks are updated in the project board, the “Status” column in the Table is automatically updated, enabling quick reporting on campaign progress.

• Attachment Support
  Include file-upload fields so stakeholders can provide asset mockups or reference files directly within the brief entry.

Typical Use Cases

• Digital Campaign Launch
  A content manager submits a brief for a new social media campaign. The form logs all requirements, creates corresponding tasks in Asana for copy, design, and paid ads, and notifies the marketing director, ensuring coordinated execution.

• Collateral Request
  Sales submits a request for updated product brochures. The form captures objectives and deadlines, Zapier creates Trello cards for the design team, and an email alert goes to the design lead for immediate attention.

• Event Promotion
  The events team requests promotional assets and email design. The submission generates Monday.com items assigned to graphic designers and copywriters, and a Slack notification pings the channel so the team can begin planning.

Prerequisites & Client Responsibilities

• Form & Table Schema Approval
  Confirm the “Marketing Briefs” Table schema with columns: Brief ID (auto-generated), Requester Name, Campaign Name, Objectives, Target Audience, Deliverables, Deadline, Budget, Attachment (optional), Status, Assigned Team, and Timestamp.

• Task Board Integration
  Provide API access to your Trello board, Asana workspace, or Monday.com account, and specify which project/list/board should receive new tasks.

• Notification Channel Details
  Share the Slack channel name or email addresses for marketing lead notifications so Zapier can send alerts.

• Field Mapping & Defaults
  Approve how form fields map to task fields (e.g., “Deliverables” → task description, “Deadline” → task due date) and set any default assignees or labels.

• Approval & SLA Rules
  Define any required approvals (e.g., briefs over $5,000 require manager sign-off) and SLAs for task acknowledgment (for example, “High-priority briefs acknowledged within 4 hours”) so Zapier can configure reminders.

• Team Permissions
  Identify who needs “Viewer” access (to monitor incoming briefs) vs “Editor” access (to update statuses, assign tasks, or modify workflows) within the Table and downstream Zaps.

Pricing

• One-Time Setup: $330
  (Build and embed the branded “Marketing Brief Submission” form, configure the “Marketing Briefs” Table, and set up/test Zaps for task creation and notifications.)

• Monthly Support: $75/month
  (Maintain form and Table integrations, adjust workflows or notification rules as needed, and troubleshoot any issues.)