01 · CONTROLLED HANDOFF
From an incoming brand brief to the pitch presentation
01
The brand manager’s brief email lands in the inbox; a record opens and category, budget range and deadline go into custom fields.
02
AI summarizes the brief and drafts the first reply; the account lead edits it and sends it.
03
The record moves to Strategy, and separate tasks open for the strategy, creative and media teams with internal due dates.
04
The pitch is prepared as a quote, shared through a brand-specific link, and views are tracked.
05
After the presentation the record moves to Revision or Contract, and a follow-up task opens for the expected response date.