The brief in one place
What was requested, by whom and by when, with links to every source, right on the campaign card.
Will
Right now, you’re the one piecing the brief together from five places.
Will gathers requests, deadlines and campaign results scattered across email, ClickUp and RD Station. It checks stock in Bling before you promote anything and chases whatever is stuck waiting on someone.
RRafamarketing
Hey Will, how did the Customer Day campaign do?
Willdone
RD StationAdded up opens and clicks across the 3 emails
NuvemshopCounted the orders using coupon CLIENTE15
Mercado LivreCompared with the previous week’s sales
ClickUpLeft a summary by channel on the campaign card
Done.418 orders with the coupon, R$71,900; the second email drove half. In RD Station, I segmented who opened but didn’t buy.
Example · Lume Casa (fictional), a home-goods online store with 38 people.
Today, without Will
Every back-and-forth becomes Will’s work.
This is the back-and-forth of an ordinary day. Will takes all of it on and tells you when it’s done.
Your day so far5back-and-forths
- Looked for the spring campaign brief
- Asked Marina which products are in stock
- Chased sign-off on the artwork
- Updated three cards in ClickUp
- Found out from an old email that the deadline had changed
Let me pull it together. You focus on the idea.
What Will takes off your plate
Campaigns backed by stock
Before you promote anything, Will checks Bling for what’s in stock and what’s about to arrive, and takes whatever will run out off the list.
Every campaign’s results
Opens and clicks in RD Station and orders in Nuvemshop and Mercado Livre, together in one summary by channel.
What’s stuck
Cards with no movement in ClickUp show up with the likely reason, and Will chases whoever can unblock them.
Quick guide
How to use AI in marketing: 5 practical uses
In marketing, AI helps you get past the blank page, finish the brief and read the results. It does more with context, and Will already has it: audience, offer, inventory and deadlines. Here are five things it does day to day.
- Briefs with no gapsWhen a brief lands in ClickUp, Will checks what’s missing, such as goal, audience, offer, channel and deadline, and asks the requester before the work starts. A question asked at the start saves a redo at the end.
- Headline variations to testWill writes five headline versions, each with its own angle: price, benefit, urgency, novelty. You pick two, and it sets up the email test in RD Station.
- Content calendarUsing the quarter’s key retail dates and planned launches, Will builds a weekly calendar with theme, format and channel, and cuts anything that doesn’t have the stock in Bling to back it up.
- Content ideas from customer questionsWill reads the questions customer service gets most and turns each one into a content idea. These are topics your customers have already asked for.
- Results explained for decision-makersAfter the campaign, Will pulls together the numbers from RD Station, Nuvemshop and Mercado Livre and writes up what worked, what didn’t and what to change next time. Decision-makers don’t have to open three dashboards.
For writing, any good AI helps. For chasing deadlines and inventory across your company’s systems, see where Will and ChatGPT split the work.
Work with Will
Will inside the system you use
Will works on the screen you already use, does the work and records every step.
Your CRMPipelineContactsProposalsReports
| Deal | Stage | Value | Next step |
|---|---|---|---|
| Loja Bem-te-vi | Proposal | R$18,400 | Call Friday |
| Casa Aurora | Negotiation | R$32,000 | 8% discount? |
| Empório Sul | Qualification | R$9,900 | Send catalog |
| Ateliê Norte | Proposal | R$12,300 | Stalled for 9 days |
| Loja Girassol | Won | R$7,800 | Invoice |
| Casa Clara | Qualification | R$5,200 | First meeting |
| Mercado Pinho | Proposal | R$21,000 | Review shipping |
7 of 46 open deals‹ 1 2 3 … ›
Casa Aurora
StageNegotiation
Order200 pieces for the 15th
OwnerDuda
Discount0%8%YouWill
History
yesterdayCasa Aurora asked for 8% off
09:30Duda asked Will for the proposal
09:31Will checked margin and stock
You work in the system, and Will stays beside you with the context.Will does it in the system and records every step. Browser inside Will
The features behind it
The parts of Will that do this work. Each one has its own page.
A day with Will
Example: Lume Casa (fictional), a home-goods online store with 38 people.
Today
R
Rafamarketing
Which products can I put in Friday’s campaign?
Will
Twelve have two weeks of stock. Skip the linen line: the supplier is running late and it’s only back on the 20th.
R
Rafamarketing
Can you put the list on the campaign card?
Will
Done. It’s in ClickUp, with today’s stock and a link to each product in Nuvemshop.
Example · fictional company and data
In the systems you already use
Use another system? If it has a login, Will uses it too. See all systems.
Tasks Will takes off your plate
In what kind of company
Frequently asked questions
Does Will create posts or artwork?
That’s not its focus. Will takes care of everything around them: briefs, deadlines, stock and results.
Does it work with the ClickUp and RD Station we already use?
Yes. Will reads and updates ClickUp, pulls results from RD Station and cross-checks everything against your store’s orders. It also works with HubSpot, Salesforce and Pipedrive.
Does it keep track of the campaign calendar?
It does. It reads the tasks and deadlines in ClickUp and Google Calendar, chases what’s late and flags what’s at risk.
Can I use it just for my team?
Yes. You can start with one team, like marketing or sales, and grow from there. See For your team.
See also
Start with what you chase by hand.
Plans tailored to your company. Tell us what takes up most of your team’s day, and Will starts there.