Order details: Campaign scope, flight dates, and required placements. Creative and tracking: Assets, copy, destination links, and tracking information. Platform requirements: The checks and field rules that apply.
Who uses it
Sales or account owner + delivery team
The workflow
From order intake to a checked handoff.
Incomplete orders create avoidable back-and-forth. This workflow checks the intake against the requirements you supply and produces a consistent handoff after the owner resolves the gaps.
01
Your team
Capture the order requirements
Provide the campaign, creative, targeting, and delivery details needed for the order.
Starts with: a structured order intake.
02
AI assistance
Check completeness and format
Review required fields, tracking links, character limits, and platform-specific requirements supplied for the order.
Produces: a completeness and format check.
03
AI assistance
Prepare the missing-information list
Group errors and open questions so the owner knows what needs clarification.
Produces: a focused correction list.
04
Human decision
Confirm the order is ready
The owner checks the corrected information and approves the handoff or returns it for more work.
People decide: whether the order is ready for handoff.
05
AI assistance
Prepare the delivery package
Generate the reviewed intake sheet and supporting materials for the delivery team.
Produces: an order intake file and handoff notes.
Preparing the handoff does not place an order or activate a campaign.
What comes out
A validated order handoff
Validation results
Missing fields, format issues, and open questions.
Order intake file
The reviewed information in a consistent handoff format.
Handoff notes
Outstanding conditions and responsible owners.
Explore related workflows
Prepare a creative production handoff
Turn approved content and format requirements into creative mockups and an edit brief the production team can use.
