Automating my email agency · AI Marketing Insiders

Automating my email agency

Alright guys, I will lift the curtain on my email creating process from start to finish. Would love to get your input an anything you would delete, automate or just do different.

I have been using Claude in a browser with projects for each client so far but have recently set up Claude Code.

Without further ado...

——————————————— THE FULL PROCESS ———————————————

PHASE 1 – PLANNING

At the middle of each month I reach out to the client and ask about anything relevant for the upcoming month: new products, promotions, discounts, restocks, or other notable dates.
The client's response, combined with an evergreen campaign list (angles and concepts that consistently perform well) and historical Klaviyo (that is an email tool for those unfamiliar) client analytics serves as the input for Claude to generate a monthly campaign calendar.
The calendar contains campaign concepts each with a basic idea and a planned send segment. Not fully built out yet, just the foundation.
The client reviews and either approves or requests changes. Once confirmed, the calendar is locked.

PHASE 2 – CAMPAIGN CREATION

I then take these individual concepts into the Claude project and have it generate a full campaign plus a designer briefing (copy + design direction).
I iterate with Claude if needed usually one or two rounds of adjustments.
Currently: I copy the briefing into a Google Doc and notify the designer via Slack.
Planned improvement: Skip the Google Doc entirely and push the briefing directly to Slack. Assets/images would still be shared via Google Drive.

PHASE 3 – DESIGN & REVIEW

The designer builds the full email in Figma (copy + design, based on the briefing).
She shares the Figma link in Slack.
I review it. Either I send feedback back to the designer, or I forward it to the client in Slack.
The client can request changes, which I relay to the designer. There's no direct contact between client and designer.
Once the client approves, I confirm with the designer.

PHASE 4 – LAUNCH

The designer uploads the final file to Klaviyo.
I do a final check in Klaviyo.
I schedule the email.

—————————————WHAT I'M ALREADY PLANNING TO AUTOMATE ————————————

-> Klaviyo Analytics → Claude via MCP – so historical performance data feeds directly into campaign planning

-> Claude Briefing → Slack – push the finished briefing directly to the designer in Slack instead of copying it into a Google Doc first

—————————————————— MY QUESTIONS FOR YOU ——————————————————

Where else do you see automation potential in this workflow?
Any experience connecting Claude outputs directly to Slack or Klaviyo in a setup like this?
Anything you'd NOT automate that might be tempting to automate?

Would love to hear your thoughts, especially if you've built something similar!

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