How many times have you sat down to start a project and thought, ‘Wait… where’s the brief?’ Or worse—dug through emails, chat threads, and scattered notes to piece one together?
It’s frustrating, slows everyone down, and kills momentum. And that’s where automations come in!
In this guide, we’ll walk you through how to automate creative briefs with ChatGPT. As a bonus, we’ll also explore automating with ClickUp, the everything app for work. 🔁
Let’s get started!
How to Automate Creative Briefs with ChatGPT for Marketing Teams
Summarize this article for me please⭐ Featured Template
Starting a new campaign but lost between scattered notes, endless emails, and unclear goals? Use the ClickUp Creative Brief Document Template to capture everything in one place. With built-in fields for objectives, scope, and milestones, this template makes it easy to align stakeholders, track feedback, and kick off projects with clarity from day one.
Summarize this article for me pleaseHow to Use ChatGPT to Automate Creative Briefs
A creative brief is a short document that sets the direction for a marketing or creative project.
Traditionally, sales and marketing teams create these briefs manually, filling out forms, emailing back and forth, and formatting everything into a document. It’s time-consuming and prone to inconsistency.
Automation changes this. Instead of writing every brief from scratch, you can use ChatGPT for marketing to:
- Collect campaign details through a form
- Automatically send that information to ChatGPT via an automation platform (like Make, Zapier, or Power Automate)
- Let ChatGPT turn the raw data into a polished creative brief
- Deliver the brief directly to your workspace—like ClickUp, Google Docs, email, or other creative project management software
Once you set it up, every new campaign request automatically generates a ready-to-use creative brief without any additional effort.
Now, let’s walk through how to use AI for marketing automation.
Step #1: Identify trigger events
First, decide when a creative brief should be generated. Common triggers include:
- A new campaign intake form submitted (Google Forms, Typeform, Airtable)
- A new project created or updated in AI marketing tools like ClickUp
- A client onboarding form submitted in your CRM
- A scheduled trigger (e.g., generate briefs for recurring monthly campaigns)
🧠 Fun Fact: The word ‘robot’ comes from the Czech word robota, meaning forced labor or drudgery. It was introduced in a 1921 play called R.U.R. (Rossum’s Universal Robots), which imagined machines replacing human workers.
Step #2: Structure your data collection
Before ChatGPT can create a brief, you’ll need a structured way to collect campaign details. Start by replacing manual intake forms with ClickUp Forms.
You can even use AI for market research and create a dedicated form for every campaign or client, capturing project name, objectives, target audience, deliverables, budgets, timelines, and tone.
- Go to your ClickUp List (e.g., ‘Creative Campaign’)
- Click + View → Form
- Create fields for all required info:
- Project/campaign name
- Objectives and goals
- Target audience
- Key deliverables
- Budget and timeline
- Brand guidelines or tone of voice
- Publish the form and copy the shareable link
This ensures every submission is standardized, giving ChatGPT consistent input.
🔍 Did You Know? In large agencies, the brief isn’t always written by creatives. It often comes from account planners, whose job is to understand both the brand and the audience deeply before the team even starts ideating.
Step #3: Connect to an automation platform
Next, choose a workflow automation tool, such as Make (Integromat), Zapier, or Microsoft Power Automate. These tools let you connect your form responses to ChatGPT.
For example:
- Trigger: ‘New task in ClickUp xyz folder’ (a form submission)
- Action: ‘Send this data to ChatGPT via API’
Automation platforms make it easy to map form responses into the prompt ChatGPT will receive. For this guide, we’ll use Make.
First, you’ll need to connect ClickUp to Make so the data can automatically flow into the workflow. Here’s how:
1. Sign up or log in to Make.com
2. Create a New Scenario (automation workflow)
3. Add ClickUp as a trigger
- Select Watch Task or Watch Form Submission
- Connect your ClickUp account by creating a webhook and following the prompts on the screen
- Choose the List where your form submissions create tasks
- Set the trigger to run whenever a new task (form response) is created
🧠 Fun Fact: Automation has existed in music for centuries. Player pianos, invented in the late 19th century, could perform entire songs using perforated paper rolls, automating entertainment long before digital tech.
Step #4: Send data to ChatGPT via Make
Now it’s time to use ChatGPT for content creation.
Before connecting, you’ll need your OpenAI API key (this is what allows Make.com to talk to ChatGPT).
How to get your OpenAI API key
1. Head over to OpenAI’s website
2. Log in to your account
3. In your account settings, look for API Keys
4. Click Create New Secret Key
💡 Pro Tip: Copy and paste the API key somewhere safe. This is a one-time view, so once you close the window, you won’t see the key again.
Head back to Make.com and do this
1. Add an HTTP or OpenAI Module in your scenario
- Use HTTP → Make a Request if you want to connect directly to the API
- Or, select the pre-built OpenAI module (if available)
2. When prompted, paste the API key to connect your OpenAI account. Now, you’re linked!
This is where automation gets ‘smart.’ Instead of writing a new prompt every time, you create a clear prompt template with placeholders that pull in details from your form (e.g., a ClickUp Form, Typeform, or Google Form).
📌 Example prompt:
Generate a creative brief based on the following details:
Project Name: {{Project Name}}
Project Objectives: {{Objectives}}
Target Audience: {{Target Audience}}
Deliverables: {{Deliverables}}
Timeline: {{Timeline}}
Budget: {{Budget}}
Tone/Guidelines/Style Preferences: {{Guidelines}}
Here, the placeholders {{Project Name}}, {{Objectives}}, etc., will automatically be filled with the actual values your team or client enters into the form.
Each time a new form is submitted in ClickUp (or whichever tool you connected), Make captures those form responses, formats the data into the prompt template, and sends it to ChatGPT through your API connection.
Following the trigger, ChatGPT instantly processes the information and returns a well-curated creative brief tailored to that project’s details.
💡Pro Tip: When setting up the module, choose a ChatGPT model (e.g., GPT-5) and tweak parameters:
- Temperature: Adjust creativity (lower = precise, higher = more imaginative)
- Max Tokens: Control the length of the brief
Step #5: Create a ClickUp Doc with the brief
After ChatGPT creates the creative brief, you might wonder what to do with it. Manually copying and pasting defeats the purpose of automation.
Let’s automate the final step to deliver the brief directly to where your team needs it.
- Add the ClickUp ‘Create Doc’ module in Make, just as you did in Step #3
- Choose the parent location (same List or a dedicated Docs folder)
- Use the ChatGPT output as the Doc content
- Dynamically set the title (e.g., Creative Brief – {{Project Name}})
This way, every campaign automatically gets its own stored, shareable creative brief inside ClickUp Docs.
🔍 Did You Know? In the 1980s, factories started adopting programmable logic controllers (PLCs), which allowed machines to be reprogrammed for different tasks instead of being fixed to one process.
Sample ChatGPT prompts for creative brief automation
Now that you’ve seen how ChatGPT works, you’ll also want prompts that guide it to generate structured, useful briefs. Here are some examples you can adapt to your creative process:
1. Campaign intake → Full brief
Create a creative brief for a marketing campaign using the following details:
Project: {{campaign_name}}, Objectives: {{objectives}}, Audience: {{audience}}, Deliverables: {{deliverables}}, Timeline: {{timeline}}, Budget: {{budget}}, Guidelines: {{guidelines}}.
Format into sections: Overview, Objectives, Audience, Deliverables, Timeline, Budget.
2. Tone-aligned brief
You are a brand strategist. Generate a creative brief based on these details: {{form_data}}.
The brief should follow a professional but friendly tone consistent with {{brand_guidelines}}.
Include a tagline suggestion and three campaign theme ideas.
3. Multi-channel campaign brief
From this input {{form_data}}, generate a creative brief that includes deliverables tailored for multiple channels (social media, email, blog, paid ads).
Highlight channel-specific goals, audience insights, and recommended messaging tailored to each channel.
📖 Also Read: Free Content Calendar Templates for Social Media
Summarize this article for me pleaseLimitations of Using ChatGPT for Creative Briefs
When relying on ChatGPT to generate creative briefs, it’s essential to be aware of its constraints. Here are five key limitations to keep in mind:
- Inconsistent brand voice: ChatGPT’s outputs can vary significantly depending on phrasing or prompt structure, making it difficult to maintain a consistent tone across campaigns
- Limited strategic insight: While good at formatting and language, ChatGPT lacks true market insight. It can’t interpret trends or suggest an actionable strategy like a human marketer could
- Creativity and originality gap: AI-generated ideas often converge toward the familiar rather than truly novel; human expertise still sharpens nuance and originality
- Hallucinations and misinformation: Occasionally, ChatGPT may confidently generate inaccurate or made-up information, which requires vigilant fact-checking
- Cognitive overreliance risk: Overuse of AI in advertising and creative tasks can dampen human thinking, undermining deep ownership, critical thinking, and authentic insight in marketing work
🔍 Did You Know? Some briefs include mood boards, color palettes, and even playlists. Agencies believe that sharing a vibe visually or musically can align the creative team faster than words alone.
🎥 In this video, you’ll see how to use AI for marketing — from practical tools to actionable strategies given in real time.
Summarize this article for me pleaseOrganize Your Creative Briefs With Ease Using ClickUp
ClickUp for Marketing Teams is the everything app for work, combining tasks, docs, chat, dashboards, and AI into one unified workspace.
Hear it from Lulu Press’ Chelsea Bennett, a current user:
ChatGPT alone can create briefs that lack context or brand positioning. With ClickUp, you get structured, shareable briefs tied to your projects.
Let’s see how it makes brief creation smarter and more collaborative. 👀
Streamline creative briefs
While ChatGPT offers AI-generated content, it doesn’t naturally integrate into your project workflows. Teams often still have to distribute briefs manually, assign reviewers, or update project trackers.
ClickUp Automations removes this bottleneck.
For instance, when a creative brief is uploaded to ClickUp Docs, ClickUp Automations can trigger a workflow that automatically creates the design task, assigns the art director as the reviewer, and updates the task status to ‘In Progress.’
The marketing manager then receives a due date reminder, keeping the entire brief cycle moving.
Then, with ClickUp Integrations, that brief can instantly be stored in Google Drive, linked to a HubSpot campaign, or pushed into a visual design tool like Figma.
Other automation examples include:
- Notify stakeholders: Alert the marketing manager when a brief is finalized so they can align campaign timelines
- Generate subtasks: Break the brief into subtasks for design concepts, copy drafts, and asset approvals automatically
- Track progress: Move the brief to ‘Ready for Launch’ once all linked tasks are completed
- Collect feedback: Send a reminder to reviewers if feedback isn’t added within two days of assignment
- Archive briefs: Store completed briefs in a dedicated folder once campaigns go live for future reference
🚀 ClickUp Advantage: With ClickUp Brain and Autopilot Agents, you don’t just automate steps—you orchestrate entire workflows.
Describe what you need in plain English—like “Create a blog brief for ‘How to Market on Reddit’ and assign it to the marketing lead.”
ClickUp Brain instantly generates the brief, while your Autopilot Agent assigns the task, sets due dates, and suggests next actions—all automatically, all in one workspace.
Centralize and collaborate
ClickUp Docs keeps every creative brief in one place, making them easy to access, organize, and tie directly to campaign work.
For example, when a creative brief for a new video ad is drafted in ClickUp Docs, the project manager can tag the editor within the Doc to confirm timelines. At the same time, the copywriter adds the script draft to a separate section.
Since it’s the same living document, updates stay visible to everyone without version chaos.
Team members can comment, suggest edits, and track version history. You can also organize briefs, assets, and notes with folders, Custom Fields, and toggles, creating structured, easy-to-navigate documents that live inside a unified workspace.
🤩 Bonus: With ClickUp Brain, drafting and refining briefs becomes even faster. You can prompt AI to write directly inside the Doc to summarize campaign inputs, rephrase sections, expand ideas, or turn notes into actionable plans.
✅ Try This Prompt: Create a creative brief with a detailed outline for a social media campaign promoting our new eco-friendly water bottle. Include the campaign objective, target audience, key messages, suggested channels, timeline, and budget considerations. Add a fresh perspective to it.
Use AI across your workspace
Even though you’ve already seen a glimpse of what ClickUp Brain can do in Docs and Automations, that’s really just scratching the surface.
Unlike ChatGPT, which generates content in isolation, ClickUp Brain has the complete context of your projects, tasks, docs, and connected apps, making it smarter, faster, and the best alternative to ChatGPT.
Here are some other AI use cases:
- Get answers instantly: Tap into your workspace with AI Knowledge Manager. Ask questions like, ‘What were the key objectives for the YouTube campaign?’ or ‘Which briefs reference the new brand guidelines?’ and get instant, accurate answers with full context
- Generate role-specific content: Draft complete creative briefs, campaign summaries, or client-ready proposals with AI Writer for Work in your brand’s voice. You can also refine messaging, expand sections, or translate content
🚀 ClickUp Advantage: ClickUp Brain MAX takes this further. This is your dedicated AI desktop companion that’s accessible wherever you work. It unifies:
- ClickUp data
- Connected apps
- Large language models (ChatGPT, Claude, Gemini)
- Web search
Brain MAX eliminates AI sprawl by centralizing context, search, automation, and creation.
Need to check a campaign’s progress? With ClickUp Brain MAX, you can search all related tasks, pull design files from Figma, and draft a concise progress summary. Once ready, you can share the summary directly in ClickUp Chat, keeping your team updated without leaving the workspace.
Run creative briefs on autopilot
ClickUp Autopilot Agents act as AI-driven teammates, keeping everything moving without constant check-ins.
With Prebuilt Autopilot Agents, you can:
- Weekly Report: Post a summary of all active briefs, including deadlines, review stages, and pending approvals
- Daily Report: Share a quick recap of new submissions, revisions, and completed briefs to keep the team aligned
- Team StandUp: Automatically generate updates on what’s been worked on, which briefs are in review, and where blockers exist
- Auto-Answers Agent: Instantly respond to common questions like ‘Which briefs are waiting on design review?’ by pulling real data from your workspace
And you’re not limited to these. Custom Autopilot Agents let you tailor workflows further.
For example, you could set up an agent that:
- Creates tasks from brainstorming ideas in ClickUp Whiteboards
- Auto-updates briefs with feedback status
- Flags overdue briefs for priority handling
Learn more about automating marketing and creative processes here:
Monitor and analyze project metrics
ClickUp Dashboards give you a real-time view of all your creative briefs, campaigns, and team activity. With Scheduled Reports, you can automatically email stakeholders periodic updates directly from any dashboard view.
Further, AI Cards add intelligence to your Dashboards to:
- Summarize activity: Get instant updates on campaign progress, task completion, and team contributions
- Executive summaries: Produce high-level overviews for leadership, including milestones and project health
- Custom reports: Ask AI specific questions like ‘Which briefs are overdue?’ or ‘What are this week’s blockers?’
📮 ClickUp Insight: 30% of workers believe automation could save them 1-2 hours per week, while 19% estimate it could unlock 3-5 hours for deep, focused work.
Even those small time savings add up: just two hours reclaimed weekly equals over 100 hours annually—time that could be dedicated to creativity, strategic thinking, or personal growth. 💯
With ClickUp’s AI Agents and ClickUp Brain, you can automate workflows, generate project updates, and transform your meeting notes into actionable next steps—all within the same platform. No need for extra tools or integrations—ClickUp brings everything you need to automate and optimize your workday in one place.
💫 Real Results: RevPartners slashed 50% of their SaaS costs by consolidating three tools into ClickUp—getting a unified platform with more features, tighter collaboration, and a single source of truth that’s easier to manage and scale.
Speed things up with templates
Ready-made and easy to use, the ClickUp Creative Brief Document Template helps teams define and manage creative projects in one clear, structured place.
Here’s how it supports your day-to-day:
- Capture campaign goals, audience details, timelines, and budgets in one structured document
- Add sections for keyword targets and optimization notes to streamline SEO project management
- Link the brief directly to tasks so designers, writers, and managers stay aligned on next steps
- Build in brainstorming spaces that encourage teams to apply different ideation techniques
- Keep approvals clear by tagging reviewers and tracking sign-offs inside the Doc
Summarize this article for me pleaseCentralize Creative Briefs With ClickUp
Automating creative briefs with ChatGPT can save valuable time, but it’s not a complete solution: context can get lost, updates scattered, and manual follow-ups required.
ClickUp eliminates these silos by bringing your tasks, docs, dashboards, and AI together in one workspace. With ClickUp Brain, you get smart AI assistance for summaries, content, and insights, while ClickUp Automations take care of repetitive steps.
So, why don’t you take the next step and bring all your creative work together in one place? Sign up to ClickUp today!
Everything you need to stay organized and get work done.
