B2B Team & User Flow Inspiration

Webinar Content Planning & Promotion

Plans a webinar and creates related content such as slides and promotional emails/posts.
Use this workflow as
Copy this flow for your agent, document, team chat or other tool.

Webinars are essential for B2B SaaS marketing to build awareness and generate leads. This workflow covers preparing the webinar topic, creating presentation content, and producing promotional materials like invitation emails and social posts.

AI can assist with each step: it can analyze industry conversations to suggest relevant topics, draft the webinar’s content outline and speaker notes, and generate copy for invitations. Social posts and landing pages can also be optimized with AI for maximum registrations. Marketers then refine the output and launch the webinar campaign.

The workflow delivers a fully prepared webinar kit, including slides and all necessary promotional content. By using AI, the team significantly reduces the time spent on writing and designing, allowing them to focus on engagement and execution. The result is a well-attended webinar supported by cohesive marketing materials.

Who this Agentic Workflow Is For

For Product Marketers and GTM Teams

Customer experiences

Get ideas for agent-powered experiences that help prospects, users, customers, and partners discover, evaluate, and get value from your product.

Team workflows

Find new ways to improve the internal workflows your team uses to launch, position, sell, support, and grow those experiences across marketing, sales, growth, and success.

For Product Builders

Customer experiences

See examples of agent experiences you can build for prospects, users, customers, and partners.

Team workflows

Discover team workflows you can turn into internal agents, automations, and tools that save time and reduce manual work.

For Teams Focused on the Consideration Stage

Customer experiences

Find ideas for better experiences during the Consideration stage of the buyer or customer journey.

Team workflows

Explore internal workflows that help your team support that stage more effectively.

Make it Yours

Use this example as a starting point, not a fixed recipe.

Copy the flow above as a prompt, markdown, skill, or mermaid diagrom. Adjust the steps, tools, agent and human involvement to fit your real workflow. Then test where users actually get value or drop off.

Trigger
1
Activate the webinar planning process once the decision to host a webinar is made (topic not finalized yet).
Trigger Trigger Event
Topic Selection
2
Brainstorm and decide on a webinar topic relevant to target audience.
LLM Call Event
Uses: Content Research, BuzzSumo, LinkedIn Topics, Google Trends
Agenda and Outline Creation
3
Use AI to draft a webinar agenda and structured outline.
LLM Call Document
Uses: AI Writing, ChatGPT, Notion AI
Slide Deck Development
4
Create the webinar slides using AI-generated content for each section.
Tool Call Presentation
Uses: Presentation Software, Google Slides, PowerPoint, Canva
Promotional Email Copy
5
Use AI to write invitation and reminder emails for the webinar.
LLM Call Email
Uses: Email Marketing, Mailchimp, SendGrid, HubSpot Marketing Hub
Social Media Promotion
6
Draft social posts announcing the webinar and boosting sign-ups.
LLM Call Social Post
Uses: Social Media Management, Buffer, Hootsuite, Sprout Social
Landing Page Content
7
Create a registration landing page with AI-generated copy to describe the event.
Tool Call Web Page
Uses: Webinar Platform, Zoom Webinars, GoToWebinar, Webex
Review and Approval
8
Human review of all content—slides and promotions—for branding and accuracy.
Human Action Document
Uses: Content Collaboration, Microsoft Teams, Google Docs
Schedule & Launch Promotion
9
Schedule emails and social posts, open registration, and begin collecting sign-ups.
Tool Call Event
Uses: Marketing Automation, Marketo, HubSpot, Mailchimp
Post-Webinar Follow-up
10
Use AI to summarize webinar content, create a follow-up email, and share a recap blog post.
LLM Call Email
Uses: AI Writing, ChatGPT, HubSpot Sequences, Blog Writer

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User Journey
Team Workflow
Prospect Experience
Customer Workflow
Agent Skill
Prompt Flow
Workflow Plan