Strategy Brief B02

Automation Build Brief

Documents an automation's trigger, logic, and exit rules well enough that no one needs to open the platform flow builder to understand what it does.

01

Duplicate This Field Set

Automation ID/name/version.
Related journey/program.
Business problem.
Lifecycle state/segment.
Desired behavior.
Trigger + authoritative source.
Required fields.
Eligibility/exclusions.
Delay/time-zone.
Duplicate/backfill/re-entry/cooldown.
Sequence steps: role/channel/delay/context/CTA/offer/branch/fallback.
Exit rules.
Suppressions/frequency.
Customer response logic.
Human escalation.
Primary KPI + baseline.
Tracking events.
UAT cases.
Launch/rollback.
Owner/approver.

80% Rule

02

Make It Yours

No one should need to open the platform flow builder to understand what the automation is supposed to do.

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The field set to lock in audience, message, offer, and KPI before copy or creative production starts.

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Strategy Brief#B03

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Forces the math — margin impact, cannibalization, and expected lift — before any incentive gets approved.

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Strategy Brief#B04

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Turns a journey map into a decision model: trigger, friction, company action, and KPI at each stage.

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