If you already have a marketing workflow that delivers results, you can bring it to life inside a whiteboard—where AI agents will automatically build and execute it for you, from strategy to creative assets.

In this tutorial, you'll learn how to create a whiteboard from scratch and transform your ideas into a structured, AI-driven campaign you can easily replicate, refine, and reuse.

To begin, you will need to go to your Projects page. From there, you can either create a new project or select an existing one.

Once you have selected your project, click on the plus button located on the Whiteboards section. This will redirect you to a blank page where you can start building your workflow.

The first step in building your AI whiteboard is to add the data you want to base your marketing activity on. This can be done by simply dragging and dropping a file, pasting a URL, or selecting a file from the data room menu on the left side of the page.

Now that you have your data added, it's time to start building your AI Whiteboard. To do this, you will need to drag one of the AI tools from the left toolbar onto the whiteboard. This will create a node where you can start building your workflow.

Once you have added a new node into your whiteboard, click on the tool button located in the bottom right corner of the box. This will allow you to create a prompt and select an AI Agent to use for that specific node.

After entering your prompt and selecting the desired AI Agent (LLM model) for the task, just click "Save."

Next, you can connect your data between the nodes to start generating results. This will allow you to see the impact of your marketing strategies in real-time.

Once your data is connected, you can generate your first node. Simply click the button in the top right corner. The results will align with your connected data and prompt instructions.

Feel free to add as many nodes as you need to build your entire whiteboard. Our tool bar offers a variety of text models, image models, research models, and other integrations to help you create a comprehensive marketing workflow.

Congratulations! You now know how to use AI Whiteboards to enhance your marketing strategies.