Free Ebook cover AI Tools for Marketers (Beginner Edition): Use AI to Research, Plan, and Produce Faster

AI Tools for Marketers (Beginner Edition): Use AI to Research, Plan, and Produce Faster

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11 pages

Using AI Tools for Marketers: What They Do and Where They Fit in Your Workflow

Capítulo 1

Estimated reading time: 6 minutes

+ Exercise

Where AI Tools Fit in a Marketer’s Day-to-Day

AI tools are most useful when you treat them like a fast drafting and variation engine. They help you move from a blank page to a workable first version, generate options to test, and compress time spent on repetitive writing and formatting. They do not replace your responsibility for accuracy, compliance, and brand judgment.

1) Map Marketing Deliverables to AI “Acceleration Points”

Use the table below to spot where AI can save time: ideation (what to say), drafting (first version), and variation generation (many options for testing).

DeliverableWhere AI Speeds You UpWhat You ProvideWhat You Keep Control Of
Ads (search/social)Angle ideas, headline/body variants, CTA options, audience-specific rewritesOffer, audience, constraints (character limits), landing page notes, key differentiatorsFinal claims, prohibited terms, platform policy fit, final selection of variants
Email campaignsSubject line variants, preview text, body draft, segmentation-based rewrites, A/B ideasGoal (nurture/promo/onboarding), audience segment, offer details, tone, required linksCompliance (CAN-SPAM/GDPR), pricing/terms accuracy, brand voice approval
Blog postsOutline, section drafts, intro options, FAQ ideas, meta title/description variantsTarget reader, topic boundaries, key points, sources/links you trust, SEO notesFact-checking, citations, final POV, editorial standards
Landing pagesSection-by-section copy draft, benefit bullets, objection handling, headline variantsOffer, audience pain points, proof points, page structure, form fields, constraintsLegal/compliance, final positioning, proof verification, final UX decisions
Social postsPost variants per platform, hooks, thread/carousel outlines, repurposing from long-formPlatform, objective, content source (blog/webinar), brand tone, do/don’t listFinal approvals, sensitive topics, community guidelines, timing strategy
Creative briefsFirst-draft brief, audience insights prompts, messaging pillars, deliverable checklistCampaign goal, audience, offer, mandatories, channels, examples of past workFinal strategy, budget/timeline commitments, stakeholder alignment
Marketing plans / calendarsContent themes, weekly cadence suggestions, channel-by-channel ideas, repurposing mapBusiness goals, constraints, key dates, resources, product prioritiesFinal prioritization, resourcing decisions, performance targets

Practical Step-by-Step: Pick the “AI Moment” for Any Deliverable

  • Before you start writing: ask AI for angles, hooks, and a rough outline.
  • When you have a rough draft: ask AI to rewrite for clarity, shorten, or adapt to a channel.
  • When you need options: ask AI for 10–30 variants under specific constraints (length, tone, audience).
  • When you need structure: ask AI to format into a table, checklist, or template you can reuse.

2) Outputs You Can Expect (and What Not to Delegate)

Common Helpful Outputs

AI tools are especially good at producing structured, editable artifacts you can quickly review.

  • Summaries: condense a long doc, call transcript, or notes into key points and next steps.
  • Outlines: blog/landing page/email structure with suggested sections and flow.
  • Copy variants: multiple headlines, CTAs, subject lines, hooks, or benefit bullets.
  • Tables: comparisons (feature vs. benefit), persona messaging matrices, content calendars.
  • Checklists: launch checklists, QA lists for landing pages, email send checklists.
  • Repurposing maps: turn one asset (webinar/blog) into multiple channel-ready snippets.

What You Should Not Delegate to AI

Use AI to draft, not to decide. Keep these responsibilities with a human owner.

  • Final claims and promises: performance claims, “best,” “guaranteed,” medical/financial claims, or anything that could be misleading.
  • Compliance and legal review: regulated industries, disclosures, terms, privacy language, consent requirements.
  • Sensitive data handling: customer PII, internal financials, unreleased product details, confidential strategy documents (unless your tool and process are approved for that data).
  • Final brand decisions: positioning, tone boundaries, what you will and won’t say, and final creative direction.
  • Source-of-truth facts: pricing, availability, specs, dates, quotes, and competitor comparisons must be verified.

A Simple “Delegation Rule”

If the output could create risk when wrong, keep it human-led. If the output is a draft that becomes safe only after review, AI is a good fit.

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3) The Simple Workflow Loop: From Context to Final

Most marketing use cases work best as a loop. You provide context, get a draft, evaluate it, refine, verify, and then finalize.

Workflow Loop

  1. Input context

    Give the tool the minimum it needs to be useful: audience, offer, goal, constraints, and any “must include/must avoid” rules.

    Context checklist:

    • Who is it for? (persona, awareness level)
    • What is the goal? (click, sign-up, purchase, reply)
    • What is the offer? (what, price/terms if relevant, deadline)
    • What proof exists? (testimonials, stats, case study links)
    • What constraints? (character limits, brand voice, compliance notes)
  2. Prompt

    Ask for a specific output format (e.g., “10 subject lines under 45 characters”) and specify tone and channel.

    Prompt template: Create [deliverable] for [audience] to achieve [goal]. Use [tone]. Include [must-have points]. Avoid [taboos/claims]. Constraints: [length/format]. Output as [table/bullets/variants].
  3. Evaluate

    Scan for: relevance, clarity, brand fit, and any risky claims. Mark what’s usable and what needs change.

    • Does it match the audience’s problem and language?
    • Is the offer accurate and complete?
    • Is anything exaggerated or unverifiable?
    • Does it sound like your brand?
  4. Refine

    Give targeted feedback rather than “make it better.” Ask for rewrites with constraints.

    Refinement examples: Rewrite in a more direct tone. Remove hype. Add one proof point from this list. Shorten to 120 words. Create 5 variants focused on speed vs. 5 focused on reliability.
  5. Fact-check

    Verify every factual statement that could matter: numbers, dates, product capabilities, pricing, legal terms, competitor mentions. Replace uncertain claims with approved language.

    • Cross-check with your website, product docs, or internal source-of-truth.
    • If you can’t verify it quickly, remove it or rewrite as a question/placeholder for review.
  6. Finalize

    Apply final brand and compliance review, then format for the channel (UTMs, links, tracking, accessibility, and design handoff if needed).

Practical Step-by-Step Example: Generating Ad Variants Safely

  1. Input context: product, audience, key benefit, one proof point, and a list of prohibited claims.
  2. Prompt: request a fixed number of variants with character limits.
  3. Evaluate: remove anything that implies guaranteed outcomes or unapproved comparisons.
  4. Refine: ask for variants by angle (price, speed, simplicity, trust).
  5. Fact-check: verify the proof point and any numbers.
  6. Finalize: select 3–5 variants to test and document why each is different.

Exercise: Choose One Current Marketing Task

Pick a real task you need to complete this week (email, landing page, ad set, blog outline, social series, or a brief). Fill in the two lists below before you prompt an AI tool.

1) Inputs You Already Have

  • Deliverable type: __________
  • Audience/persona: __________
  • Offer/product: __________
  • Goal (what should the reader do?): __________
  • Key points/features: __________
  • Proof available (links, stats, testimonials): __________
  • Brand voice examples (links or notes): __________
  • Constraints (length, platform, deadline): __________

2) Inputs You Still Need to Provide (or Decide)

  • Primary angle (which benefit leads?): __________
  • One clear CTA: __________
  • Must-include terms/disclosures: __________
  • Must-avoid claims/phrases: __________
  • Competitor mentions allowed? (yes/no): __________
  • Approval owner for final review: __________

Optional: Turn Your Notes into a Ready-to-Use Prompt

Create a first draft of a [deliverable] for [audience] to achieve [goal]. Offer: [offer]. Key points: [bullets]. Proof: [approved proof]. Tone: [tone]. Must include: [items]. Must avoid: [items]. Constraints: [length/format]. Provide: [number] variants and output as a table.

Now answer the exercise about the content:

Which task is most appropriate to delegate to an AI tool in a marketing workflow?

You are right! Congratulations, now go to the next page

You missed! Try again.

AI is best used for drafting and producing structured options (like multiple variants) under clear constraints. Final compliance decisions and factual verification should remain human-led to reduce risk.

Next chapter

Prompt Basics for Marketing: Clear Instructions, Better Outputs

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