Welcome to Digital First AI 2.0. Now that you've set up your account, it’s time to input your business info and start driving marketing success!

Let’s break down the steps for implementing AI into your marketing strategy with this guide! Whether you’re creating a campaign, crafting copy, or managing complex workflows, this guide will help you get started and make the most of the platform.

Set up your workspace

Everything you work on in Digital First AI is organized within workspaces. A workspace is a space where your projects, data, and tasks are stored.

You can create multiple workspaces to keep different products, features, or clients separated. This way, your data remains organized and doesn’t overlap with other projects.

Add your business information to the Data Room

The Data Room is where you can upload all the relevant files that will help AI understand your business. You can upload almost any type of file, including:

PDFs
Word docs
Audio files
Videos
And more!

These files could contain important details about your company, audience, past campaigns, product offerings, or anything that will give AI more context for better results.

Generate strategic Canvases, Segments and Products

Canvases are visual frameworks designed to help you break down complex strategies into smaller, actionable parts. You can choose from over 35 business and marketing canvases to help you make smarter decisions.

Next, it’s time to build your segments. Personas help you understand your target audience better by creating profiles based on your business data.

Setting up product or service collections is easy and helps you keep track of what your business offers. You can create a list of your products or services and organize them for future use in AI workflows.

Conduct market research with Web Searcher

Instead of manually searching through different search engines, simply ask a question or enter a website into the Web Searcher. Digital First AI will analyze multiple sources and deliver comprehensive results within seconds.

You can conduct quick research to:

Receive a report on your business
Uncover the latest market trends
Evaluate your competitors

Create a project and generate strategies using AI Workflows

Create projects to track all your marketing activities, from campaigns to initiatives. Once your project is set up, you’ll be directed to the Workflows Library, where you can explore a variety of AI-powered templates designed for different marketing needs.

For beginners, we recommend selecting a template to quickly get started. You can always customize it later!

Edit Workflows for increased personalization

The Edit Mode lets you see behind the scenes of your workflow. Here, you can access the models and prompts that drive the content creation process.

Modify AI Prompts: You can easily adjust any AI-generated prompts and make them more relevant to your needs.
Create new sections: Want to add more data or steps? You can select from a variety of AI Tools, such as adding an LLM Model, Image Model, or Researcher.

AI Agents available

Text Models	Groq Mixtral mini Mixtral medium Mixtral large Mistral small Mistral medium Mistral large Code generator Claude 3.7 Claude 3.5 Sonnet Claude 3 Claude 3.5 Haiku GPT 3.5 GPT 4 GPT 4 Turbo GPT-4o GPT-4o mini o3 o1 o1 mini
Graphic Models	Ideogram Stable Diffusion Flux Dall-e Stable Diffusion image to image Stable Diffusion image upscale Stable Diffusion erase in image Stable Diffusion inpaint in image Stable Diffusion outpaint in image Stable Diffusion search and replace in image Stable Diffusion remove image background Stable Diffusion sketch image Stable Diffusion structure image Stable Diffusion style image
Video Models	Luma image to video Luma prompt to video
Researchers	Perplexity Google Researcher Company Researcher Agent Researcher Deep Research
Scrapers	Website Scraper Instagram Scraper TikTok Scraper Youtube Scraper Linkedin Scraper Facebook Scraper Reddit Scraper
Vision Model	LLM model - Get information about image

Summary

And that’s it! You’re now good to go and automate all your strategies, campaigns and content using AI.

Digital First AI 2.0 is all about making your marketing processes faster, more efficient, and powered by AI. These features are designed to help you create effective campaigns with ease.

Start experimenting with workflows, templates, and AI agents, and don’t hesitate to dive deeper into the platform’s capabilities to enhance your marketing efforts.

Happy creating!