## Introduction

Marketing teams often struggle with the inefficiency and inconsistency of creating campaign briefs. These briefs are essential for aligning stakeholders, managing resources, and streamlining campaign execution. Automating the creation of campaign briefs can save time, reduce errors, and ensure all relevant data is captured uniformly.

In this article, we will guide you through building an automation workflow to auto-create campaign briefs in Notion or Confluence. The workflow is designed for marketing departments, project managers, and automation engineers who want to standardize campaign documentation. By leveraging n8n — an open-source workflow automation tool — combined with services like Google Forms (for input), Slack (for notifications), and the APIs of Notion or Confluence, you can create a seamless process for campaign brief generation.

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## What Problem Does This Automation Solve?

– Manual creation of campaign briefs is time-consuming and inconsistent.
– Teams often miss key information or have variation in document formats.
– Collaboration platforms like Notion or Confluence require manual setup for each campaign.
– Lack of immediate notifications when briefs are ready.

By automating this process:
– Marketing teams save hours per campaign.
– Campaign briefs become standardized and traceable.
– Stakeholders receive instant notifications.
– The workflow can be adapted for different kinds of campaigns or teams.

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## Tools and Services Integrated

– **n8n**: to orchestrate the entire workflow — collecting input, creating documents, sending notifications.
– **Google Forms or Typeform**: used to gather campaign brief inputs from marketers.
– **Google Sheets** (optional): to store responses and provide a data source.
– **Notion API or Confluence REST API**: to create and populate campaign brief pages.
– **Slack**: to notify marketing teams or project leads when briefs are created.

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## Overview: How the Workflow Works

1. **Trigger:** A new response in Google Forms (campaign brief input submission).
2. **Retrieve Input Data:** Fetch detailed answers from Google Sheets or directly via Forms.
3. **Create Document:** Use Notion or Confluence API to create a new campaign brief page with a predefined template populated with input data.
4. **Notify Team:** Send a message in a Slack channel or direct message with a link to the created brief.

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## Step-by-Step Technical Tutorial Using n8n

### Prerequisites

– An n8n instance (cloud or self-hosted).
– A Google Form designed to capture campaign brief information: project name, objectives, target audience, budget, deadlines, key stakeholders, channels, etc.
– Access to Google Sheets linked to the form responses.
– A Notion workspace with an integration created and token generated or a Confluence instance with API access and credentials.
– Slack workspace with a bot user or incoming webhook for notifications.

### Step 1: Configure the Trigger Node (Google Sheets Trigger)

– Use the **Google Sheets Trigger** node in n8n.
– Connect it to the Google account and select the spreadsheet linked to the campaign brief form responses.
– Configure it to trigger on new rows added (new form submissions).

**Tip:** Using Google Sheets as the source ensures reliable access to structured data.

### Step 2: Retrieve and Parse Input Data

– The trigger node outputs the form response as a new row.
– Use the **Set** or **Function** node in n8n to map form fields to variables like `projectName`, `objectives`, `targetAudience`, etc.

Example: map the `Project Name` column to `projectName`.

### Step 3A: Create Campaign Brief in Notion

– Add the **Notion** node, configured with your internal integration token.
– Set the operation to **Create Page** within the database or parent page for campaign briefs.
– In the page content:
– Use the retrieved form data to fill properties such as `Title` = `projectName`.
– Populate the rich text fields or content blocks with other details.

Example: Create a page with a heading “Campaign Brief: {{projectName}}” and below that, sections like Objectives, Target Audience, Timeline, filled with data.

**Note:** You may prepare a JSON structure representing blocks (e.g., heading, paragraph, bullet list) to make the brief readable and structured.

### Step 3B: Create Campaign Brief in Confluence (Alternative)

– Instead of Notion, use the **HTTP Request** node to interact with the Confluence REST API.
– Endpoint: `POST /rest/api/content`.
– Body: Construct a JSON object including `space`, `title`, and `body` in storage format, embedding the form responses.

Example snippet:
“`json
{
“type”: “page”,
“title”: “Campaign Brief – {{projectName}}”,
“space”: {“key”: “MARKETING”},
“body”: {
“storage”: {
“value”: “

Objectives

Target Audience

“,
“representation”: “storage”
}
}
}
“`

– Use Basic Auth with username and API token for authentication.

### Step 4: Notify Marketing Team via Slack

– Use the **Slack** node.
– Operation: **Send Message** (or use Slack webhook for simple setup).
– Set the text to something like:
“New campaign brief *{{projectName}}* created: [Link](brief_url)”
– The link can be constructed depending on whether it’s Notion or Confluence.

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## Full Node Breakdown

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## Common Errors and Tips

– **Authentication errors:** Ensure all API tokens and credentials are valid and have necessary scopes/permissions.
– **Rate limits:** Be mindful of API rate limits on Notion, Confluence, and Slack.
– **Formatting content:** Notion and Confluence use different content formats; validate the structure before automation goes live.
– **Error handling:** Use n8n’s error workflow features to catch failures and notify admins.
– **Data validation:** Add steps or validations to ensure form fields are filled correctly to avoid incomplete briefs.

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## How to Adapt or Scale the Workflow

– **Multi-channel input:** Integrate other forms or CRM inputs.
– **Template variations:** Use different templates per campaign type (social, email, events).
– **Multi-stage workflows:** Add approval nodes for reviewers before creating the public brief.
– **Analytics:** Log campaign briefs created into a Google Sheet or database for reporting.
– **Cross-team notifications:** Add email nodes or MS Teams integrations for broader notifications.

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## Summary

Automating campaign brief creation into Notion or Confluence streamlines marketing workflows, ensures consistent documentation, and accelerates campaign kickoff. Using n8n as the automation backbone allows flexible integration and customization tailored to your team’s needs. By following this detailed guide, marketing teams can eliminate manual overhead and enable faster, coordinated campaign planning.

## Bonus Tip: Version Control and Updates

To manage changes and updates to campaign briefs:
– Implement a separate workflow triggered on edits or updates within Notion or Confluence to send notifications.
– Use n8n’s polling or webhook features to listen for page updates and log revisions.
– Consider adding version comments or changelogs programmatically within the briefs to maintain history.

This ensures transparency and continuous collaboration within your marketing operations.

Restflow.io

How to Auto-Create Campaign Briefs in Notion or Confluence Using n8n

Objectives

Target Audience

Restflow.io