Newsletter Issue AI workflow template: One theme, one issue, sent right.

The Newsletter Issue template makes your AI build one issue: decide the theme, audience and lead story, curate three to six items that serve it, write the issue with subject line and preview text, then run a pre-send check. Sending to a list is irreversible, so it waits for your approval.

5 steps · 1 approval · 1 loop back

Newsletter Issue · example runyour AI client
  1. 01Theme
  2. 02Curate
  3. 03Draft
  4. 04Send Reviewyou approve
  5. 05Completeclosing note
task created · workflow attached

example · the steps are this template's real steps

in short

What does the Newsletter Issue template do?

For marketers and founders who send a weekly or monthly newsletter and want each issue to read as one story, not a link dump.

It is a stored workflow, not a prompt. Your AI client receives one step at a time from ConvOps over MCP, does the work, and advances. The engine holds the run at the approval until a person says yes.

  • Build a weekly issue around a single theme with curated links
  • Turn a launch into a newsletter that leads with the announcement
  • Assemble a roundup from a list of saved articles into a clean draft
step by step

How does the Newsletter Issue workflow run?

5 steps, in this order. Below each one is the instruction your AI receives at that step, exactly as the template stores it.

Theme
Curate
Draft
Send Reviewapproval
Completeclosing note
  1. 01

    Theme

    the agent works

    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. 02

    Curate

    the agent works

    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. 03

    Draft

    the agent works

    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. 04

    Send Review

    waits for your approval

    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.

    rejected → back to Draft

  5. 05

    Complete

    closes with a note

    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.

where a person decides

Where do you approve in Newsletter Issue?

One step waits for a person. You answer in the chat; the engine records the verdict and the audit row records who gave it.

step 4

Send Review

Sending to the list is irreversible. The AI checks links, subject line, preview text and placeholders, then you approve or send it back to Draft.

what you review

  • 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

reject → back to Draft

gates the engine checks without you

  • Complete closes only when your AI leaves a closing note. The note is saved to the task as context, so later work can find why it ended the way it did.
what you need

What do you need to run Newsletter Issue?

Read from the template's own steps: the tools they call, the files they write, and whether they touch code.

An AI client
Claude Code, Claude (desktop, web, Cowork), OpenAI Codex, ChatGPT, Cursor, OpenCode, or any MCP client. ConvOps does not run the model; your client does the work.
ConvOps
A workspace with Newsletter Issue installed. It attaches to the task task type, so new work of that type starts on it.
Tools your AI calls
workflow_advance to move between steps, plus task_notes_add and task_notes_list to save and read each step's output.
Where the work lands
Task notes in ConvOps. Each step saves its output with task_notes_add, and the next step reads it back.
A repository
No. A plain chat client is enough.
Roles named in steps
None. One AI runs every step.
make it yours

How do you customize Newsletter Issue?

An installed template is a workflow in your workspace. Ask your AI to change it in plain words; the edit lands on the one step that needs it.

ChatGPTexample

new chat

more example prompts

  • "In Curate, always include one item from our own blog."
  • "Add a step that writes two subject-line options for an A/B test."
  • "Schedule a new issue every first Monday of the month."
the difference

Newsletter Issue: without a workflow vs with it

  • 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
  • The process lives in a prompt, and each run follows it a little differently
questions

Newsletter Issue template FAQ

How many items go in an issue?

Three to six, each clearly serving the theme, with the lead story first and one line on why each matters to this audience.

What does the pre-send check cover?

Every link works, subject line and preview text are final, the issue delivers on the theme and goal, and there is no placeholder text or broken formatting.

Does it send the newsletter?

No. It ends with an approved issue, subject line and preview text saved as a task note. You or your AI client send it from your email tool.

Which AI clients can run the Newsletter Issue template?

Any MCP client connected to ConvOps. Verified clients: Claude Code, Claude (desktop, web, Cowork), OpenAI Codex, ChatGPT, Cursor, OpenCode. It needs no repository, so a plain chat client works.