template

Newsletter Issue

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

the steps, as stored

  1. 01Theme

    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. 02Curate

    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. 03Draft

    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. 04Send Reviewapproval gate

    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.

  5. 05Completecontext gate

    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.

use it for

  • 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

without it, with it

without with newsletter issue
The issue becomes a pile of unrelated links with no through-line and a subject nobody opensThe AI drives from a single Theme so every item earns its place and the subject line lands
The send button gets hit before anyone checks the links, the subject, or the preview textThe AI pauses at a send-review checkpoint so you confirm everything before it reaches the list
You assemble half the issue, get pulled away, and lose track of which items were already inThe AI saves the theme, the curated items, and the draft as notes, so a later session resumes mid-issue with nothing lost
A week later nobody remembers which items made the issue or why the others were cutEvery step — Theme, Curate, Draft, Send Review — is logged, so the issue's full history is already there

say this in your client

"Put together this week's newsletter issue""Draft the monthly newsletter around our product launch""Build a newsletter from these five links I've been saving"