Workspace

Marketing Campaign OS

Track leads, manage campaigns, and let AI help run your outreach. Contacts, pipeline, tasks, and AI briefings — all connected.

Record types

The structured data this adds to your pod.

  • Campaign

    A marketing campaign — email, social, event, content, or partnership

    • Status
    • Channel
    • Goal
    • Target Audience
    • Start Date
    • End Date
    • Budget
    • Lead Count
    • +4
  • Contact

    A person in your marketing contact list.

    • Email
    • Phone
    • Company
    • Title
    • Status
    • Source
    • Notes
    • Tags
  • Lead

    • Source
    • Email
    • Company
    • Title
    • LinkedIn
    • Lead Score
    • Campaign
    • Last Contacted
    • +2

Views

  • CampaignsBoard
  • ContactsTable
  • Lead PipelineBoard

First conversation

After install, your agent sets the project up with you. It starts here:

Capture the real marketing motion — the campaigns running now, the channels they run on, the segments they target, and how leads flow through the pipeline — so the workspace mirrors how growth actually operates here.

  • “Which campaigns are live right now, and what channel is each one running on?”
  • “Who are you targeting — which Foundation audience segment does the growth motion aim at?”
  • “Where do your best leads come from today, and where in the pipeline do they get stuck?”

Builds on

  • FoundationProvides the pod-wide lead role vocabulary (leadStage) this workspace reuses.