How the app maps to your team's work
Screens show demo data.
25 screens across 7 areas · mapped to the 8 jobs your team described (~363 hours per quarter)
Every screen includes a team decision row: Keep / Improve / Remove / Add to roadmap
Available for your team
Built, but not available to your team yet
Part of the job is covered
Not available in the app yet
Screens show demo data.
No screen yet. Briefs live in Google Docs and Slides.
Campaign setup stores the name, dates, budget and number of creators.
A place to add the brief to each campaign, then help with a first draft.
Creators list · Campaign vetting
Add and edit creators, filter GlossGenius users, and move creators through Pending approval, Approved, Alternative or Pass. Spreadsheet upload is available.
Your team plans to keep using Archie for now; decide whether to switch on automatic creator details.
Campaign outreach · Mail
Create a personalized draft for each approved creator from your templates. Review drafts, approve the sending queue and manage team inboxes.
Messages currently go only to our test inbox. Decide when to enable real sending. Templates can't be edited in the app yet.
Confirmed creators · Contracts
The Contracts tab tracks contract status and key dates for each creator.
Contracts can't be sent or signed in the app yet. Full automation is waiting on legal review; Josh's partial automation sits outside the app.
Jobs 5–8 of 8
Review · Home · Campaign concepts and content
Compare review versions, edit scripts, leave comments, add notes to video moments and check review criteria. Choose reviewers and notify your team in Slack once Slack is connected. Feedback emails are prepared from notes, approvals show the email first, and updates sync with Google Docs.
AI first-pass feedback isn't switched on yet. There is no automatic flag for language your team considers too downmarket, and feedback emails use notes in the app, not Slack threads.
Campaign posts and reporting · Content reports · creator reporting folder
Record post links, post dates and seven-day report dates. Seven-day reports can include views, engagement rate, cost per view and an AI summary, but aren't switched on yet.
Paid Meta results aren't included yet, and there is no end-of-quarter report yet.
No screen yet.
Creative insights aren't in the app yet. Your team uses Archive for now.
Later: bring together insights from tracked posts.
Home cards · Campaign numbers
Home shows creators sourced vs. target and committed spend. Campaign and brief downloads are available.
There is no on-screen budget-and-pacing view, follower-size breakdown or progress-to-goal view. Downloads don't have an on-screen button, and Google Sheets updates aren't switched on.
| Feature | Detail |
|---|---|
| Brief ideation and approvals (~20 hr/q) | No screen yet. Briefs live in Google Docs and Slides. No brief upload or first-draft help. |
| Creative insights (~10 hr/q) | Not built. You're using Archive's tool for now. |
| Contract sending and signing | The Contracts tab tracks status and dates only. No DocuSign; Josh's automation sits outside the app and full automation is blocked by legal. |
| Paid performance | Meta metrics aren't pulled in yet, so organic and paid aren't in one place. No end-of-quarter report yet. |
| Pacing view | No on-screen % to goal by vertical, business size or follower size. Today it's a download without a button. |
| Editing time-savers | No automatic flag for downmarket language. Feedback emails are drafted from notes in the app, not from your Slack threads. |
| Asset tracking | Your Asana video database inputs aren't connected. |
Built but not switched on yet: post tracking and 7-day reports, AI first-pass feedback, enrichment, Archie sourcing, Ramp spend.
| Capability | Priority | Status | Where | Notes |
|---|---|---|---|---|
| Creator details | Must have | Built, not switched on | Creators list · Automatic details | Adds follower count, typical views, engagement, email and rate flags automatically. |
| Outreach drafts | Must have | Ready | Campaign outreach · Mail drafts | Creates template-based drafts with creator and campaign details. AI rewriting is built but not switched on yet. |
| Outreach sending | Must have | In progress | Mail · Mass outreach | Your team can review the sending queue in test mode; messages go only to our test inbox. Real sending needs a go-ahead. |
| Concept documents | Must have | Ready | Creator profile · Review | Creates the concept document in the creator's folder and keeps the review round in step. Google needs to be connected. |
| Google Drive | Must have | Ready | Campaign folder · Creator folder | Creates campaign and creator folders. Document updates can be backed up and restored when Google is connected. |
| Editing and review | Must have | Ready | Review · Home | The most complete part of the app, with review rounds, notes and approvals. |
| Campaign downloads | Must have | In progress | Campaign and brief downloads | Numbers can be downloaded, but there is no button on the page yet. Google Sheets updates are built but not switched on. |
See who's working and what needs your attention
Team profiles · Home · Waiting on you and others
Create a campaign and set its goals
Campaign list · New campaign · Edit campaign
Find creators and decide who to approach
Creators · Creator profiles · Vetting
Prepare messages and follow up
Campaign outreach · Mail
Confirm the roster and key dates
Confirmed creators · Contracts
Review concepts and content
Review · Campaign concepts and content
Publish posts and review results
Posts · Reports · Downloads
See who's working and what needs your attention
Team profiles · Home · Waiting on you and others
Editing rounds & feedback · 100h · Tracking & pacing (whole funnel) · 48h
Create a campaign and set its goals
Campaign list · New campaign · Edit campaign
Brief ideation & approvals · 20h · Tracking & pacing (whole funnel) · 48h
Find creators and decide who to approach
Creators · Creator profiles · Vetting
Sourcing · 50h
Prepare messages and follow up
Campaign outreach · Mail
Outreach · 65h
Confirm the roster and key dates
Confirmed creators · Contracts
Contracting · 30h
Review concepts and content
Review · Campaign concepts and content
Editing rounds & feedback · 100h
Publish posts and review results
Posts · Reports · Downloads
Posting & performance tracking · 40h · Creative insights · 10h · Tracking & pacing (whole funnel) · 48h
Your team's feedback, by area and current state
| Area | Feedback | Status | Notes |
|---|---|---|---|
| Campaigns | Flow: Vetting → Outreach → Confirmed → Contracts → Concept → Content → Posts and reporting | Done | Campaign steps appear in that order |
| Campaigns | Outreach fills as soon as a creator is approved | Done | |
| Campaigns | Sort Active first, most recent first | Done | |
| Campaigns | Start a campaign with no creators | Done | |
| Campaigns | Edit name, dates, budget, creators needed | Done | |
| Campaigns | Upload a spreadsheet of creators | Done | |
| Campaigns | Deliverables, usage rights and rate per creator | In progress | Deliverables and rates can be included in a spreadsheet; usage rights aren't captured yet |
| Campaigns | Multiple briefs per campaign | Not built yet | |
| Statuses | Pending approval / Approved / Alternative / Pass | Done | |
| Profiles | Profile information, Drive under history, linked social accounts and editing | Done | |
| Review | Approve concept or content shows the email first | Done | |
| Emails | Review templates and add new ones | Open | Templates can be viewed but not edited in the app |
Your team's feedback, by area and current state
| Area | Feedback | Status | Notes |
|---|---|---|---|
| Home | Dismiss a task from Waiting on You | Done | |
| Creators | Add and edit creators | Done | |
| Creators | Star ratings and reviews | Not built yet | |
| Creators | Filter GlossGenius creators vs. other creators | Done | |
| Stretch | Quick actions: Approve, Pass, Flag, Don't work with | In progress | Approve, Alternative and Pass are available |
| Stretch | Choose who approves a creator | Not built yet | |
| Stretch | Compare creator and team concept versions | Done | The team version is sent on approval |
| Stretch | Choose reviewers and notify them in Slack | Done | Available once Slack is connected |
| Stretch | Add a brief to each campaign | Not built yet | |
| Stretch | View teammates' dashboards; password sign-in | Done | Password sign-in is built but not yet enabled |
| Stretch | Budget, spend tracking and pacing per campaign | In progress | Budget is recorded, but there is no budget-and-pacing view yet |
Answers for your team's walkthrough
| Question | Answer |
|---|---|
| What is the Year filter for? Will a new campaign fill it in? | It narrows the list to one year's quarters. A new campaign starts with the current year and quarter, and creates that quarter if needed. |
| Will video data fill the Reporting folder? | Yes, once switched on: seven days after a post goes live, a report with views, engagement, cost per view and an AI summary is added to the creator's Reporting folder. It isn't switched on yet. Should the folder stay? |
| When a creator emails a concept or video, does it reach Drive and the app? | Once enabled, links to Google Docs, Drive files or WeTransfer shared by email can be saved in the Concept or Content folder and open the next review round. Email attachments aren't picked up yet. |
| When can we send real emails? | The sending flow is ready for a test. Real emails need a go-ahead and a named person to approve each campaign. |
| Will formatting survive? | Yes. Bold, italics, lists and links are preserved. Email opens and clicks aren't tracked. |
Answers for your team's walkthrough
| Question | Answer |
|---|---|
| Can we edit drafts before sending? Do due dates fill automatically? | Yes. Drafts can be edited, and a draft with missing required information can't be added to the sending queue. |
| How do archive and spam work? | Conversations can be archived, moved to Spam or Trash in the app. This doesn't remove them from Smartlead. |
| Do due dates appear in emails? | Yes. Concept, content, second-draft and post due dates can fill from Contracts and review dates. |
| Where do campaign briefs live? | They aren't in the app yet. A brief link or upload on each campaign could point to its Google Drive folder. |
| Feature | What it saves your team | Job |
|---|---|---|
| Automatic creator details | Adds followers, typical views, engagement, email and rate flags to creator profiles. | Sourcing |
| AI rewrite of drafts | Helps your team refine draft outreach messages. | Outreach |
| Import creators from Archie | Brings creators from Archie into the vetting list. | Sourcing |
| Archive profile and post stats | Adds profile and post statistics from Archive. | Posting & performance |
| AI first pass on videos | Provides an initial AI pass on creator videos. | Editing rounds |
| Post tracking and seven-day reports | Tracks posts and prepares seven-day reports with views, engagement, cost per view and an AI summary. | Posting & performance |
| Email submissions into Drive and review | Saves creator-shared links to the right folder and opens the next review round. | Editing rounds |
| Google Sheets updates and campaign numbers | Sends updates back to Google Sheets and adds a campaign numbers view. | Tracking & pacing |
| Ramp spend by creator | Adds Ramp spend by creator to budget and pacing. | Tracking & pacing |
| Password sign-in | Lets teammates sign in with a password when they don't use Google. | All |
| Severity | Issue | Detail |
|---|---|---|
| Now | Real creator emails aren't switched on yet | Outreach is ready for your team to test, but messages currently go only to a test inbox. Choose a start date and an owner. |
| Now | Editing time-savers are off or missing | Editing is the most complete area, but AI first-pass feedback isn't switched on, language flags aren't available, and feedback emails don't include Slack conversations. |
| Now | Posting, reporting and pacing have the most gaps | These jobs account for 88 hours a quarter. Post tracking and seven-day reports aren't switched on, paid Meta results aren't built, and there is no budget-and-pacing view. |
| Next | Downloads have no button | Campaign and brief downloads exist, but there is no on-screen button to start them. |
| Next | Campaign briefs have no home | There is no place to add a brief to a campaign or support multiple briefs, though your team asked for both. |
| Next | Two creator screens | The existing creator tracker still opens a separate older screen from Creators and Mail. |
| Next | Reports are in a different step | Seven-day reports sit under Content instead of Posts and reporting. |
| Later | Templates can't be changed in the app | Your team can't add or edit a template in the app yet. |
Confirm the hours and choose which jobs to improve this quarter: editing, outreach and pacing.
Plan real outreach: when to start, which sender accounts to use, and who gives final approval.
Agree on language that doesn't fit your brand, where review notes should live, and whether to try the AI first pass on one campaign.
Choose where organic results come from, how Meta results will be shared, and what your budget-and-pacing view should show.
Close remaining feedback: usage rights, multiple briefs, brief upload, ratings, creator flags and approvers.
Decide which ready-to-switch-on features are right for your team.