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Agentes y automatización

Agent playbooks overview

What Berchtold's AI agents do and how they fit into your workflow.

What this does

Agents are AI playbooks that carry out marketing work for you. They run on your brand config, and you stay in charge. Each agent handles one kind of task.

The agents

  • Brand strategist — Strategy, positioning, and planning.
  • Content writer — Drafts on-brand content.
  • Social publisher — Prepares and schedules social posts.
  • Web publisher — Prepares blog and web content.
  • Analyst — Pulls insights from your data.

Where results appear

  • Content calendar and market-signal campaign brief: full copy is saved in a content document on the run. Preview it, copy the content, or download Markdown to edit elsewhere, then transfer approved copy to your publishing tools. These playbooks do not create Studio or email-platform drafts.
  • Blog draft: reviewed article copy is saved as a content document first. A working WordPress connection and required approval are needed to also create a WordPress draft. Check the returned record and status; missing access or a failed save is a blocker, not a completed draft.
  • Audits and briefs: open the saved revision document, production brief, or measurement implementation plan, alongside any confirmed Inbox task cards. A fully checked queue or set of posts with no issues needs no revision document. Missing or partial data stays visible as a blocker.
  • Brand intelligence: approved recommendations become precedents or versioned brand insights and flags; the run records the confirmed changes.
  • Shot list: a successful save links to the Shot lists section.

A completed run still needs your review. It does not prove that content was published, that tracking is correct, or that marketing performance improved.

How they work

You run an agent on a task; it does the work and proposes results. Anything risky or high-impact pauses for your approval before it goes live — you stay in control.

Agents are only as good as your brand setup. Strong voice guidelines and Brand Memory produce noticeably better agent output.

See running an agent and the approval queue next.

Actualizado el 14 de septiembre de 2026

Agent playbooks overview · Berchtold Help