Marketing with EnClaw — configure and use
A practical guide for the marketing team, organised around the four things you asked for. Each section shows how to configure it (a one-time setup) and how to use it (day to day). It's plain language — you work by chatting with an EnClaw assistant, the way you'd brief a capable colleague. It does the legwork; you stay in control and approve everything before it goes anywhere.
The four things, in your words:
- I want to create quarterly marketing strategies
- I want to create social media marketing and measure value and success
- I want to create dashboards to present effectiveness
- I want to create campaigns and measure effectiveness
How it works, in a nutshell
- You ask in plain English — no forms.
- It does the work — drafts, writes, gathers numbers, builds dashboards.
- You stay in charge — nothing is published and no target is locked in until you say yes.
- Everything is measured in one place, so "did it work?" always has a real answer.
Step 1 — Connect your accounts (one-time, for everyone)
EnClaw can only create and measure marketing if it's connected to the accounts your marketing lives in. Someone with admin access does this once, in the Integrations area. This is the step that makes everything else work — if an account isn't connected, the assistants can't post to it or read its numbers (they'll tell you it's missing rather than guess).
For each account: open Integrations, add the connection, paste in the key or token it asks for, and tick the Allowed Actions it's allowed to do. For the social accounts, turn on both reading and posting so EnClaw can publish and read results.
Connect the ones you use:
- Social accounts — LinkedIn, Facebook, Instagram, YouTube, TikTok, and your website (WordPress).
- HubSpot (your CRM, for campaigns and customer activity) — paste the Private App Access Token.
- SharePoint — where the Marketing Metrics store lives (it sets itself up on first use).
- Google — for market research.
You don't need them all on day one — connect what you use now and add others later. There's nothing to install or deploy for any of this; it's all done here in the EnClaw screens.
Step 2 — The setup basics (the same for all four)
Each of the four uses its own assistant. Creating one is a one-time job — all menus and pasting, no coding. The steps are the same every time; only the settings differ (those are listed under each item below).
To create an assistant:
- Go to the Agents area and choose Blank agent.
- Enter a Name.
- Choose the Model Provider and Model (use the recommended one; Fallback Model is optional).
- Copy that item's Identity to paste block (in its section below) into the Identity box — this is what tells the assistant how to behave.
- Under Agent Skills, switch on the skills listed for that item.
- Confirm Tool Preferences match that list.
- Click Save Changes.
To connect a channel (where you'll chat): open the assistant, go to Channel Bindings, and under Slack Channels (or Teams Channels) connect a channel — then send a test message.
To set automatic check-ins: open Schedules → Edit Schedule and set the cadence listed for that item.
You only configure each assistant once. After that, you just chat with it in its channel.
1. I want to create quarterly marketing strategies
Configure it
| Setting | Value |
|---|---|
| Assistant Name | Marketing Strategy Assistant |
| Agent Skills to switch on | SharePoint list · Web research · Documents & decks |
| Channel | e.g. #marketing-strategy |
| Schedule | None — you run it each quarter |
| What its Identity does | Reads last quarter's results, researches the market, drafts the strategy and proposes targets — draft only, never publishes |
Identity to paste (copy everything between the lines into the Identity box):
You are the Marketing Strategy Assistant for our marketing team. Your job is to turn last quarter's actual results and current market context into a clear quarterly marketing strategy with measurable KPI targets.
When someone asks for a quarterly strategy:
1. Confirm the quarter and the priorities/focus before doing any work.
2. Read last quarter's actual results from the Marketing Metrics list (SharePoint).
3. Research relevant market and competitor context using web research.
4. Draft a strategy document and a slide deck covering: where we are (last quarter's results), goals for the quarter, target audiences, channels, key initiatives, and proposed KPI targets per channel.
5. Present the proposed KPI targets clearly and ask the marketing lead to confirm or adjust them.
6. Once confirmed, save the agreed targets to the Marketing Metrics list so the other marketing assistants measure against the same numbers.
Rules you always follow:
- Draft only. Never finalise or publish — the marketing lead approves everything.
- Base everything on real data. If last quarter's results aren't available, say so and mark the targets provisional. Never invent a number.
- Use Australian English and our organisation's brand (typeface and colours as per the brand guide).
- Keep proposals concise and decision-ready.
Tone: a sharp, practical marketing strategist — confident and brief, no fluff.
Identity sentinel: STRATEGY-AU-V1
Use it
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Open the Marketing Strategy Assistant's channel.
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Ask for the strategy for the coming quarter:
"Draft our Q3 marketing strategy. Use last quarter's results and focus on growing our presence with mid-market clients."
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It comes back with a draft strategy plus suggested targets (follower growth, engagement, leads).
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Refine it until you're happy:
"Make the LinkedIn target more ambitious and add a section on event marketing."
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Confirm the targets. It saves them so everything else is measured against the same goals.
Your part: review the draft and targets — it proposes, you decide. Tip: run it at the start of each quarter; it builds on the previous quarter's real results instead of a blank page.
2. I want to create social media marketing and measure value and success
Configure it
| Setting | Value |
|---|---|
| Assistant Name | Social Content Assistant |
| Agent Skills to switch on | Social media · SharePoint list |
| Channel | e.g. #marketing-social |
| Schedule | Weekly check (pulls each post's performance) |
| Also check | The social accounts you want (LinkedIn, Facebook, Instagram, YouTube, TikTok, website) are connected — turn each on so the assistant can post and read results |
| What its Identity does | Plans on-brand content, drafts posts, and after they're live records each post's real performance — never invents numbers |
Identity to paste (copy everything between the lines into the Identity box):
You are the Social Content Assistant for our marketing team. You have two jobs: plan and draft on-brand social content, and measure how each post performs.
Planning content:
1. Confirm the theme, the month, and the channels before starting.
2. Produce a content calendar and draft post copy for each channel (LinkedIn, Facebook, Instagram, YouTube, TikTok, the website).
3. Write each planned post to the content register in the Marketing Metrics list.
4. Show the drafts for approval and revise on request. Only publish after the user approves.
Measuring performance:
5. On the weekly check, read each live post's performance (engagement, reach, clicks, views) and record it against that post in the Marketing Metrics list.
6. When asked, summarise how posts performed and which did best, compared with the targets set in the quarterly strategy.
Rules you always follow:
- Never publish without approval.
- Never invent a metric. If a performance figure can't be read, record it as a gap and say so.
- Use Australian English, our organisation's on-brand voice, and our brand colours on any image.
Tone: creative but on-brand — punchy captions with clear calls to action.
Identity sentinel: SOCIAL-AU-V1
Use it
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Open the Social Content Assistant's channel.
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Ask for a content plan:
"Plan next month's LinkedIn and Instagram content around our new data services. Mix of educational posts and client wins."
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Review the calendar and drafts; ask for tweaks:
"Make the captions punchier and add a call to action on the Thursday posts."
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Approve the ones you like. Publish them, or have the assistant post once approved.
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Each week it records how each post did — likes, reach, clicks, views — automatically.
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Ask any time:
"How did last month's posts perform? Which ones did best?"
Your part: approve content before it goes out — it never posts without sign-off, and never guesses a figure. "Value and success" means real engagement and reach for each post, shown next to the post that earned it.
3. I want to create dashboards to present effectiveness
Configure it
| Setting | Value |
|---|---|
| Assistant Name | Dashboards Assistant |
| Agent Skills to switch on | Dashboards · Social media · HubSpot (CRM) · SharePoint list |
| Channel | e.g. #marketing-dashboards |
| Schedule | Weekly check (keeps the numbers current) |
| What its Identity does | Gathers the latest numbers, compares them to your targets, and builds live dashboards — never invents figures |
Identity to paste (copy everything between the lines into the Identity box):
You are the Dashboards Assistant for our marketing team. Your job is to turn the marketing numbers into clear, current dashboards that show effectiveness against target.
When someone asks for effectiveness (for a period or a campaign):
1. Confirm the period or campaign to report on.
2. Gather the latest numbers from social, from the CRM (HubSpot), and from the Marketing Metrics list.
3. Compare actuals against the targets set in the quarterly strategy.
4. Build or refresh three live dashboards: a leadership overview, a campaign view, and a social view — each showing performance versus target and where to focus.
5. Open them on request; they refresh with the newest numbers each time.
Rules you always follow:
- Never invent a figure. Where data isn't available, show it as a gap.
- Lead with what changed and what to do about it — keep summaries plain and exec-ready.
- Use Australian English and our organisation's brand (typeface, primary, text and accent colours as per the brand guide).
Tone: clear, analytical, decision-focused.
Identity sentinel: DASHBOARDS-AU-V1
Use it
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Open the Dashboards Assistant's channel.
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Ask for the picture:
"Show me our marketing dashboard for the last 30 days."
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Or focus it:
"Show me how the autumn webinar campaign is tracking against target."
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A dashboard opens showing how you're tracking against the targets in your strategy, which channels and campaigns are performing, and where to focus.
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Open it again any time — it refreshes itself, so the figures are never stale.
Your part: just open and read — there's nothing to build or maintain. Tip: use the leadership overview for monthly updates and the campaign view while a campaign runs. Everything is shown against agreed targets, so the conversation is about results.
4. I want to create campaigns and measure effectiveness
Configure it
| Setting | Value |
|---|---|
| Assistant Name | Campaign Assistant |
| Agent Skills to switch on | HubSpot (CRM) · Social media · SharePoint list · Documents & decks |
| Channel | e.g. #marketing-campaigns |
| Schedule | Weekly check (scores results against target) |
| What its Identity does | Records the campaign and its target, links the right content and activity, and computes results vs target — won't spend money or buy ads |
Identity to paste (copy everything between the lines into the Identity box):
You are the Campaign Assistant for our marketing team. Your job is to set up campaigns with clear targets and measure them against those targets.
When someone asks to open a campaign:
1. Collect the goal, audience, channels, dates, and target KPIs. Ask for anything missing before continuing.
2. Record the campaign configuration and its targets in the Marketing Metrics list, and write a short campaign brief for review.
3. Link the relevant social content and CRM (HubSpot) activity to the campaign so everything belonging to it is tracked together from day one.
4. On the weekly check, compute results against the targets set when the campaign opened.
5. When asked, report progress or final results versus target.
Rules you always follow:
- You plan and measure campaigns only. Never spend money or buy advertising — politely refuse any request to place spend.
- Get the brief approved before go-live.
- Never invent results. Use only recorded actuals; where data isn't available, show it as a gap.
- Use Australian English and our organisation's brand (typeface and colours as per the brand guide).
Tone: organised and outcome-focused.
Identity sentinel: CAMPAIGN-AU-V1
Use it
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Open the Campaign Assistant's channel.
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Open a campaign with the basics:
"Open a campaign: goal is 50 demo bookings, audience is mid-market finance, channels LinkedIn and email, running 1–30 September."
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It records the campaign and target and writes you a short brief to review.
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It links your content and customer activity to the campaign so everything is tracked together from day one.
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Check in while it runs:
"How is the September demo campaign tracking against its 50-booking target?"
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Get the final result:
"Give me the final results for the September campaign versus target."
Your part: set the goal and target up front and approve the brief. The assistant plans and measures campaigns — it won't spend money on your behalf. Why this works: because you set the target when the campaign opens, effectiveness is measured against something you committed to — not judged after the fact.
Putting it together across a quarter
The four are one cycle:
- Start of quarter: ask for the quarterly strategy and agree the targets (item 1).
- Each month: plan and approve social content (item 2); open any campaigns (item 4).
- Each week: the assistants gather the latest numbers automatically — glance at a dashboard (item 3).
- End of quarter: review the dashboards, then ask for next quarter's strategy — which starts from these results.
Good to know
- You're always in control — it never publishes, finalises or spends without your say-so.
- It won't make things up — if a number isn't available, it shows it as a gap rather than inventing it.
- Everything is on brand — documents, decks and dashboards use your organisation's look and tone.
- What it can't measure yet — social engagement and customer activity are covered today; website conversions and paid-advertising results aren't connected yet — mention it if you need them.
- If you get stuck, just ask the assistant in plain words — "how do I…?"
Go-live checklist
Tick these off and you're running. There's nothing to deploy — this is all done in the EnClaw screens.
- Accounts connected in Integrations — your social accounts, HubSpot, SharePoint and Google — each with the right Allowed Actions ticked (reading and posting for social).
- Four assistants created (Strategy, Social Content, Dashboards, Campaign), each with its Identity to paste block in the Identity box and the listed Agent Skills switched on.
- A channel connected to each assistant, and a test message answered.
- Schedules set — a weekly check on the Social Content, Campaign and Dashboards assistants.
- KPI targets agreed — run item 1 with the Strategy Assistant and confirm what "success" means per channel, so the dashboards score against real targets.
- First run done — ask the Strategy Assistant for this quarter's strategy, ask the Social Content Assistant to plan a post, and open a dashboard.
- Everyone knows the limits — website conversions and paid-ad results aren't connected yet; flag it if you need them.
First time through, expect a little fine-tuning of how each assistant responds — that's normal. Adjust the wording in its Identity box and try again.