Campaign Brief Intake & Approval
A structured campaign request form that forces requesters to give the goal, audience, budget, deadline, and assets up front, then routes a complete brief through a marketing ops approval gate before anything hits the work queue.
A login-protected intake site where anyone can submit a complete campaign brief, completeness and lead-time checks run automatically, an AI drafts a tidy summary, and a marketing ops reviewer approves or returns it - approved briefs get a campaign ID and export to your work tracker as CSV.
Before you start
- A free Vercel account
- A free Supabase account
- A free Resend account
- A list of your valid requesters / teams (a spreadsheet is fine)
The problem this kills
"Hey, can you just send a quick email blast this week?" - dropped in Slack, no goal, no audience, no budget, no assets. Then come the three follow-up messages, the surprise deadline, and the campaign that ships half-baked because nobody pinned down what success even looked like.
Marketing ops teams drown in vague requests from sales, product, and execs. Every one of them turns into a scavenger hunt for the missing details, and the genuinely well-planned campaigns get crowded out by whoever shouted loudest. You become a human form - re-asking the same five questions every single time.
This tool puts an end to that. Requesters can't submit until they've answered the questions that matter, requests under your minimum lead time get flagged before they reach you, and nothing enters the work queue until a real person has looked at it and said yes.
What you'll build
A small, private web app for your team:
- A structured intake form that demands the objective, target audience, channels, budget, due date, success metric, and the mandatory assets or links - no more blank-canvas requests.
- Automatic checks that catch missing fields, budgets that don't make sense, and requests filed under your minimum lead time.
- An AI-drafted brief summary that turns the raw answers into a clean, scannable brief your reviewer can read in ten seconds.
- A reviewer queue where marketing ops approves a brief (creating a real campaign record with an ID) or sends it back with the exact edits required.
- A CSV export of approved briefs in the precise columns your project or work tracker expects - so this is useful today, even with zero integrations.
What's inside the Implementation Plan
The plan is a complete, paste-and-go runbook for Claude Code. You don't write code - you paste, answer questions, and approve.
It opens by interviewing you about your business - your current request process, the systems and spreadsheets you use, the real names of your channels and teams, your typical and peak request volumes, your approval rules, your minimum lead time, and the messy edge cases (rush requests, exec overrides, recurring campaigns). It reflects a short tailored spec back to you and waits for your thumbs-up before building anything. The result is a tool shaped around how you actually work - not a generic template.
From there it walks you step by step: database, login, the intake form, the automatic checks, the AI summary, the approval queue, the email notifications, and the CSV export - each step ending in a ready-to-copy prompt.
The governance it includes (this is the point)
This isn't a toy form. Every runbookify plan builds in the controls that make a tool safe for real work:
- Login so only your team can see or submit anything.
- Row-level security so people only ever see their own organization's briefs.
- A complete audit trail - who submitted, who reviewed, who approved or returned, and exactly when.
- A hard human-in-the-loop approval gate - the AI drafts, a person reviews, and only an approval writes the campaign to your system of record.
- Duplicate guards so the same request (same requester + objective + due date) can't sneak in twice.
Who it's for
Marketing ops and agency or in-house teams who keep getting vague campaign requests from sales, product, and execs - and who are tired of being the bottleneck that has to chase down the details. If you can fill out a form and read a spreadsheet, you can build this.
You've got this - paste the first prompt and let the interview tailor it to your team.