Multi-stepClients
Give the campaign a connected beginning.
Collect the objective, channels, deadlines, and assets, then organize creative feedback for the team.
A complete worked example
Take a campaign from scattered inputs to a reviewable first draft.
A client has a goal, a few assets, and a deadline. The studio needs to collect the missing inputs before producing and reviewing the creative.
Fictional project and sample data. This preview does not submit, publish, or change access.
Client forms; studio tracker · illustrative result
Autumn campaign · ready to create?
The intake record joins the campaign details to the uploaded files.
- Goal
- Introduce the new collection
- Channels
- Campaign page and email
| Deliverable | Inputs | Next step |
|---|---|---|
| Campaign page | Copy and logo received | Choose photography |
| Email header | Brand assets received | Create first draft |
| Product images | Awaiting originals | Ask client for files |
From intake to review
Once the source material is ready, the agent can help prepare the draft and publish a review form for the selected files. The team maintains readiness and ownership unless separate automation is configured.
What the recipient can access
The intake and selected creative review surfaces.
Kept out of this handoff
Production tracking, resource estimates, and other client responses.
How it runs
- Collect the briefAsk for goals, audience, channels, dates, and original assets.
- Organize productionTrack the team’s next steps with owner and status fields.
- Review deliverablesAttach review forms to the selected image, PDF, or video versions.
- You getAn intake record, organized files, and review links for the campaign deliverables.
A prompt to start with
Copy this into your AI tool after connecting it to Fermium. Replace the bracketed details and let it ask for the context it needs.
Create a campaign intake workspace for [campaign]. Collect goals, channels, due dates, and brand assets into [folder]. Add a private tracking table for our team and review forms for the creative deliverables when they are ready.
What this workflow needs
Status and ownership are maintained by the team unless separately connected automation is configured. This workflow does not publish campaigns to advertising platforms.
Can the same form collect files and feedback?
Yes. Use collection and review fields together when both belong in the same response.