Every asset, every deadline, every approval — one board, one source of truth, no more "which version is final" across five chat threads. Clone the Campaign Delivery Planner from Taskade Genesis and ship your next client launch on time, from brief to published.
The live app above is the real planner. Click "Use this app" to own a running copy in minutes: a structured campaign pipeline backed by a relational data table, with an AI agent that drafts channel copy from your master brief and automations that remind owners and ping clients at review gates.
Where campaigns actually die
Campaigns die in the handoffs: between brief and execution, between creative and review, between approval and publish. This planner closes every gap with a sequenced, automated workflow that moves assets forward without manual follow-up.
Workspace DNA powers the whole delivery motion:
- Memory — the campaign brief, brand guidelines, asset library, and approval history live in a relational database. The Relationship field links the client to their campaign, the campaign to each asset, each asset to its channel owner and approval status. Nothing is lost between tools.
- Intelligence — an embedded AI agent with 33 built-in tools reads the master brief and drafts channel-specific copy (email, social, paid, landing page) in seconds. Your team edits and approves — the blank-page problem disappears.
- Execution — built-in reliable automations remind owners when a stage is overdue, notify the client when an asset needs review, and trigger the publish step when all approvals are in. The sequence runs itself.
Every view your team needs, on one dataset
- Board view — the production pipeline: Brief → Creative → Internal Review → Client Review → Approved → Published
- Calendar view — the publishing schedule across channels with no-fly dates and client review windows
- Table view — the asset matrix: asset type, channel, owner, status, and version per campaign
- Gantt view — the campaign timeline from kickoff to post-analysis (Timeline lives inside Gantt)
Give the client a read-only review lane using the 7-tier roles — they see the assets awaiting their feedback, nothing else.
Built for agencies, studios, and in-house teams
- 100+ bidirectional integrations: pull creative briefs and files in from Drive, push published status out to your CRM and Slack — triggers pull events in, actions push data out across your whole stack
- The Relationship field links each campaign to its client retainer so hours burn against the right account automatically — connects to the Retainer & Capacity Planner
- Clone-and-own: the planner and its agents belong to your team — invite everyone with no per-seat tax
- GenesisAuth client logins (Business plan and up): clients see only their campaigns — no cross-client exposure
Common questions
How does the AI draft different channel versions from one brief?
The AI agent reads the master brief, the brand voice doc you've added to its memory, and the channel specifications you've configured. It outputs a draft per channel — you edit, approve, and publish. Each generation uses 15+ frontier models from OpenAI, Anthropic, and Google with auto model routing.
What if a client requests changes after approval?
The Board stage moves back, the automation notifies the owner, and the asset is re-queued for revision and re-approval. The full history is tracked in the Table view.
Can I track campaign performance alongside delivery?
Pair with the Client Dashboard Portal — results and delivery live in linked portals so clients see the work and its impact in one workspace. Generate a custom campaign system from a prompt or browse live examples in the Community Gallery.