Step-by-Step Guides

What do you want to achieve?

Pick your goal and we'll show you the exact workflow to get there -- with tool recommendations, step-by-step prompts, and time estimates.

Every workflow on this page is a step-by-step guide built specifically for performance marketers running paid social, search, and email campaigns. Each one combines AI tools with a structured process so you can move from brief to live campaign faster, without sacrificing quality or attribution accuracy.

The guides are organised by outcome rather than by tool. Whether you need to launch a new creative sprint, repurpose existing video content, build an SEO-optimised landing page, or set up an automated email retention sequence, start by selecting your goal below. Each workflow includes the tools required, estimated time, difficulty level, and the exact prompts to use at each step.

All workflows are written for teams already running paid campaigns and looking to reduce manual work, improve signal quality, or scale creative output. If you are new to a specific tool, each workflow links to the full review so you can evaluate it before committing.

AI Ad Creative Sprint: From Brief to Live in 2 Hours

Intermediate2 hours5 stepsLaunch ads faster

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A complete workflow for generating, testing, and launching a full ad creative set using AI tools. Covers audience research, copy generation, visual creation, and campaign setup.

Define your audience and offer

Jasper

Generate 10 ad headline variants

Jasper

Create ad visuals in Canva Magic Studio

Canva Magic Studio

+2 more steps

Saves ~6 hours per campaign cycle

Teams report 3-5x more creative variants tested per sprint

Tools:JasperCanva Magic StudioAdCreative.aiTriple Whale

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Turn One Brand Video into 20 Short-Form Ad Clips

Beginner1.5 hours5 stepsRepurpose content

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Use Opus Clip and HeyGen to repurpose a single long-form brand video into a library of short-form clips, then localize them into multiple languages for international campaigns.

Upload your source video to Opus Clip

Opus Clip

Review and select AI-scored clips

Opus Clip

Add branded overlays in Canva Magic Studio

Canva Magic Studio

+2 more steps

Saves ~8 hours of editing per source video

Turn 1 video into 20 platform-ready clips without an editor

Tools:Opus ClipHeyGenCanva Magic Studio

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Build an SEO-Optimized Landing Page That Also Converts Paid Traffic

Intermediate3 hours5 stepsLaunch ads faster

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Use Surfer SEO and Jasper to build a landing page that ranks organically and converts paid traffic simultaneously — maximizing the ROI of every page you build.

Keyword research and SERP analysis in Surfer

Surfer SEO

Generate the page outline

Surfer SEO

Write the page copy with Jasper + Surfer integration

Jasper

+2 more steps

Saves ~5 hours vs manual page writing and SEO research

Pages built with this workflow average a 20-point Quality Score improvement

Tools:Surfer SEOJasperCopy.ai

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AI-Powered Competitor Ad Research in 30 Minutes

Beginner30 minutes3 stepsResearch competitors

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Use AI tools to systematically analyze competitor ad strategies, extract winning patterns, and generate improved creative briefs for your own campaigns.

Collect competitor ads from the Meta Ad Library

Extract patterns with AI analysis

Copy.ai

Generate your improved creative brief

Jasper

Saves ~3 hours of manual ad library scraping

Identify winning competitor hooks before spending a dollar on testing

Tools:Copy.aiJasper

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Produce a Spokesperson Video Ad Without a Camera or Actor

Beginner1 hour4 stepsLaunch ads faster

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Use Synthesia and HeyGen to produce a professional spokesperson video ad entirely with AI — no camera, studio, or actor required. Ideal for product explainers and testimonial-style ads.

Write the video script with Jasper

Jasper

Generate the primary video with Synthesia

Synthesia

Create a UGC-style variant with HeyGen

HeyGen

+1 more steps

Saves ~$2,000-5,000 in video production costs per ad

Produce a broadcast-quality spokesperson ad without a camera or actor

Tools:SynthesiaHeyGenJasper

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Automate Your Weekly Ad Performance Report with Zapier AI

Intermediate45 minutes4 stepsImprove attribution

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Build a Zapier automation that pulls performance data from your ad platforms, runs it through an AI analysis step, and delivers a formatted report to Slack every Monday morning.

Set up your Triple Whale data export

Triple Whale

Create the Zapier automation with AI

Zapier AI

Configure the AI analysis step

Zapier AI

+1 more steps

Saves ~2 hours every week once set up

Automated reports delivered to Slack every Monday before your team meeting

Tools:Zapier AITriple Whale

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Build a 5-Email Nurture Sequence with AI in 45 Minutes

Beginner45 minutes2 stepsGrow email revenue

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Generate a complete post-click email nurture sequence for paid traffic using AI. Covers welcome, education, social proof, objection handling, and conversion emails.

Define the sequence strategy

Generate each email with Jasper

Jasper

Saves ~4 hours vs writing a sequence from scratch

A 5-email nurture sequence ready to activate in under an hour

Tools:JasperCopy.ai

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How to Set Up Predictive CAPI for Meta and TikTok with Angler AI

Intermediate2-3 hours7 stepsImprove attribution

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A step-by-step guide to connecting Angler AI to your Meta and TikTok ad accounts, enriching conversion signals with AI-predicted LTV data, and building high-LTV lookalike audiences — so ad platform algorithms bid on your best customers from day one.

Connect your data sources to Angler AI

Install the Angler AI pixel on your site

Angler AI

Connect Meta Conversions API (CAPI)

Angler AI

+4 more steps

One-time 2-3 hour setup; recovers ongoing signal loss

Recover 20-40% of lost conversion signals and improve Meta ROAS by 15-30%

Tools:Angler AITriple Whale

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DTC Email Retention Workflow: Win-Back Lapsed Customers with Klaviyo

Intermediate3 hours7 stepsGrow email revenue

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A complete 7-step workflow for building and launching a high-converting win-back email program in Klaviyo. Covers segment definition, flow architecture, copy creation, send-time optimization, and performance analysis -- designed for DTC brands on Shopify.

Define your lapsed customer segment in Klaviyo

Klaviyo

Identify your highest-LTV lapsed customers with Triple Whale

Triple Whale

Write the win-back email copy with Jasper

Jasper

+4 more steps

Saves ~5 hours vs building a Klaviyo flow manually from scratch

DTC brands using win-back flows recover 8-15% of lapsed customers on average

Tools:KlaviyoJasperTriple Whale

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Need the tools to run these workflows?

Browse our reviewed and rated AI tools to find the right stack for your team.

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