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Whiteboards: Overview & Features

Learn how to use Whiteboards to plan, execute, and manage complete marketing workflows with AI-powered support.

Digital First AI avatar
Written by Digital First AI
Updated this week

Whiteboards are structured, AI-powered spaces inside your project where you can build and manage a specific marketing initiative—whether it's a campaign, content calendar, or strategic framework.

Each whiteboard gives you a focused, AI-powered environment where strategy and execution come together. You’ll collaborate with AI Agents that guide you through research, planning, content creation, and asset generation—step by step.


What Makes Whiteboards Powerful

  • 🧠 AI Agent Collaboration: Ask questions, give prompts, or request custom tasks. Your AI Agent helps build and automate each step in your workflow.

  • 🗂️ Organized Workflows: Each whiteboard contains “nodes” for individual tasks—research, content, creative, and more—linked together in logical sequence.

  • 🔄 Customizable and Reusable: You can edit, duplicate, and adapt any whiteboard to fit different brands, products, or channels.

  • 📈 Performance-Oriented Structure: Whiteboards are designed by expert marketers and prompt engineers, so every execution is backed by proven logic and best practices.


Ways to Create a Whiteboard

You can create whiteboards in three different ways, depending on your needs:

1. Automate creation and execution with AI Agents

Let the AI guide you end-to-end. You’ll provide a campaign idea, and the AI Agent will break it down into a structured workflow.
➡️ Read how to do it »

2. Use pre-made marketing templates

Choose from a library of proven templates designed by marketers. Ideal for fast, consistent execution.
➡️ Explore template setup »

3. Create your personalized strategy from scratch

Prefer to build your workflow manually? Start with a blank canvas and define each step on your terms.
➡️ See the guide »

Use Cases

Whiteboards are perfect for:

  • Launching multi-channel campaigns

  • Building content series (blogs, emails, social posts)

  • Developing go-to-market strategies

  • Creating SEO plans or product marketing playbooks

  • Any initiative where strategy, execution, and iteration meet


What’s Inside a Whiteboard?

Each whiteboard is made up of nodes—these are the individual building blocks of your workflow.

🧱 What Are Nodes?

Nodes are AI-generated tasks or documents that represent a specific part of your marketing initiative. Think of them as connected steps in a larger plan—each one focused on a distinct action or output.

Common node types include:

  • Research (e.g., audience insights, competitor analysis)

  • Strategy (e.g., positioning statements, campaign frameworks)

  • Content creation (e.g., emails, social posts, landing page copy)

  • Creative production (e.g., branded images, visuals, banners)

  • Summaries & handoff materials (e.g., final overviews, launch-ready packages)

As you generate each one, the AI Agent pulls from prior nodes to keep everything cohesive and aligned with your brand tone, goals, and audience.


🧠 Want to understand how a result was built? Click the 'Configure' button inside any node to see the prompts and AI tools used.


🏁 What You'll Get in the End

Once your whiteboard is complete, you’ll have:

  • A full campaign or plan built around the brand context you entered in the first nodes

  • AI-generated research, strategy, copy, visuals, and more—customized to your inputs

  • A final summary with all key assets and insights in one place

Example:
Let’s say you started a whiteboard for an Instagram campaign. Your final output might include:

  • A clear audience targeting brief

  • Content pillars and post captions

  • Visuals tailored to the messaging

  • Campaign launch checklist

All built step-by-step with minimal manual work.


💬 Need help figuring out which type of whiteboard to use? Browse the linked guides above, or chat with our team right inside the platform.

We’ll help you build marketing that works—step by step, node by node.

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