Newsletter Issue

Build one newsletter issue from theme to send. The AI drives through Curate, Draft, and a send-review checkpoint.

Marketing 5 steps 1 checkpoint Human approval Self-correcting
Use this workflow

Free to start · runs with your own AI

Workflow steps

Runs inside your AI conversation · the orchestrator drives

"Put together this week's newsletter issue"

you — in any AI chat

  1. 1

    Theme

    Decide what this issue is about before gathering anything.

    Capture, in plain prose:

    • Theme — the single through-line tying the issue together
    • Audience — who receives it and what they expect from you
    • Lead story — the one item that anchors the issue
    • Goal — the open, the click, or the reply you want
    • Working subject line — a first attempt, to be refined later

    If there is no clear theme, ask the operator — a themeless issue reads
    as noise.

    Save the theme, audience, lead story, goal, and working subject line
    as a task note with task_notes_add. The next step — Curate — reads it.

  2. 2

    Curate

    Read the task notes with task_notes_list — the note from the Theme
    step contains theme, audience, lead story, and goal. Work from it.

    Curate the items. What good looks like:

    • 3 to 6 items, each clearly serving the theme — cut anything that
      only loosely fits
    • The lead story placed first
    • For each item: a title, the link, and one line on why it matters
      to this audience
    • A logical order so the issue reads as a sequence, not a dump

    Save the ordered, annotated item list as a task note with
    task_notes_add. The Draft step reads this note.

  3. 3

    Draft

    Read the task notes with task_notes_list — the note from the Curate
    step contains the ordered item list, and the Theme note holds the
    audience and goal. Work from them.

    Write the full issue:

    • A short intro that states the theme and earns the scroll
    • Each curated item written up in the issue's voice with its link
    • A clear closing and CTA matching the goal
    • A refined subject line and preview text that fit the theme

    Save the full issue draft, subject line, and preview text as a task
    note with task_notes_add. If the draft exceeds 10,000 characters, split
    it across notes or store it where the operator keeps documents and
    record the location. The Send Review step reads this note.

  4. 4

    Send Review

    Read the task notes with task_notes_list — the note from the Draft
    step contains the full issue, subject line, and preview. Work from it.

    Do the pre-send check:

    • Every link works and points where it should
    • Subject line and preview text are final and compelling
    • The issue delivers on the theme and the goal
    • No placeholder text, broken formatting, or unfinished item

    Ask the operator to approve the issue for sending. This is a checkpoint
    — sending to the list is irreversible, so the AI cannot advance until
    you approve. If you reject, the workflow returns to Draft.

    The AI pauses here and waits for a human to approve before the conversation continues.
    If rejected → returns to draft
  5. 5

    Complete

    The issue is approved and ready to send. Confirm the final issue,
    subject line, and preview text are saved as a task note, then close out
    the task.

  6. Workflow complete — outcome delivered, every step on record.

Why this workflow?

Without a workflow

  • The issue becomes a pile of unrelated links with no through-line and a subject nobody opens
  • The send button gets hit before anyone checks the links, the subject, or the preview text
  • You assemble half the issue, get pulled away, and lose track of which items were already in
  • A week later nobody remembers which items made the issue or why the others were cut

With ConvOps

  • The AI drives from a single Theme so every item earns its place and the subject line lands
  • The AI pauses at a send-review checkpoint so you confirm everything before it reaches the list
  • The AI saves the theme, the curated items, and the draft as notes, so a later session resumes mid-issue with nothing lost
  • Every step — Theme, Curate, Draft, Send Review — is logged, so the issue's full history is already there

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