A brief becomes a research plan
Extract editable criteria from text or a PDF, then search YouTube, Instagram, TikTok and Twitch with the original request available for review.
From creator brief to a coordinated campaign.
4Creator platforms in one research workflowRecorded research workflow. Wider time savings remain unmeasured.
From creator brief to a coordinated campaign.
A shared platform connecting creator discovery, campaign preparation, business research, HubSpot, Asana and a public talent roster. Built around the agency’s working day.
The challenge
Creator selection and campaign preparation were spread across social platforms, spreadsheets, email and customer records. Research could be repeated, records could become inconsistent, and every handoff created more administration.
The work
We connected brief interpretation, creator discovery and profile review with reusable research collections, pitch sheets, campaign tasks, customer records and approval-based outreach. The delivery also includes company research, opportunity monitoring, an internal assistant and a public talent website.
The result
A recorded workflow reused a pool of 1,028 Instagram profiles to prepare a 200-profile research list without another paid collection request. It also removed 90 unsuitable accounts before AI review. These are documented workflow results; the case study does not establish a monthly cash saving.
Inside the delivery
The work between the brief and the campaign, connected.
The platform covers 24 delivery areas. The common thread is continuity: research becomes a shared record, a reviewed shortlist, a campaign task or a prepared next step.
Reusable creator intelligence
Maintain shared profiles, audience information, recent content, sponsor history and topic collections. Review imported lists before saving.
From shortlist to campaign delivery
Prepare branded Google Sheets pitch lists and connect selected creators to Asana campaigns, tasks, deadlines and ownership.
Business research with a clear handoff
Research companies and contacts, explain their relevance and connect reviewed records to HubSpot with duplicate checks and visible handoff status.
Outreach prepared for human approval
Edit messages, review suggested approaches and approve the next step. Follow-up handling avoids overlapping sequences; optional schedules require configuration.
A shared platform inside and out
An internal assistant, team controls and a public talent roster build on the same working records. Backups, recovery tools and documentation support maintenance.
Documented output
Existing research put back to work.
A pool of 1,028 Instagram profiles produced a 200-profile research list without another paid collection request. 90 unsuitable accounts were removed before AI review.
These results come from saved workflow validation notes. They demonstrate reuse and filtering, not a measured monthly cost reduction or a guarantee that all processing is free.Let’s make it happen
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