Whitepaper/E-Book Development Ai Agent Workflow Blueprint

Consideration Stage Content Creation Agent Lead Generation Agent
Produces a long-form whitepaper or e-book with AI-driven research, content drafting, and formatting for lead generation.

Who this Ai Workfow Is For

Go-To-Market Pros

You care about improving the entire lifecycle of buyer and customer journeys. And you want inspiration for areas where Ai may help.

Ai Builders

You want inspiration for real-world ways to help people as you're building your Ai product.

Pros Focused on the Consideration Stage

You're focused on the Consideration stage in your daily job and want to find ways for Ai to help you do more with less.

How this Ai Workflow Helps

Whitepapers and e-books are in-depth assets that B2B SaaS marketers use to educate prospects during the consideration stage. They often serve as gated content, offering valuable insights like industry trends or best practices. This workflow covers creating a comprehensive document, from initial research through writing, design, and final publication.

AI assistance streamlines the intensive content creation. It can compile relevant statistics, draft sections of the whitepaper, and maintain a logical, professional tone. AI ensures the content is structured effectively and can propose charts or visuals. Marketers can refine the final output, ensuring correctness and brand alignment.

Once complete, the whitepaper or e-book is ready for promotion (often behind a lead capture form). By delegating much of the heavy writing and data compilation to AI, teams can expedite production. The result is a polished, lengthy content piece that establishes thought leadership and attracts qualified leads.

Ai Workflow Example as Inspiration for More

Does this AI agent workflow rely too much on AI and not enough on human know-how? Or the reverse? Is it missing steps or tools?

Note that this Ai workflow is presented as inspiration for what's possible. Adjust the amount, type and quality of the data inputs. Adjust how much or how little your human team mates (or you), AI and fully autonomous agents contribute.

And test it! Learn what works and what doesn't.

Don't forget! In the end, it's not just about efficiency. It's about delivering great experiences for your customers and customers-to-be.

1. Trigger
Trigger. Begin the whitepaper/e-book creation once a broad topic is chosen and timeline approved.
2. Topic Research and Outline
LLM Call. Gather stats and research with AI, then create a detailed outline.
Report
Research Tools Google Scholar BuzzSumo ChatGPT
3. Draft Content by Section
LLM Call. Use AI to write each section of the whitepaper based on the outline.
Report
AI Writing OpenAI GPT-4 Jasper Writesonic
4. Data and Example Integration
Tool Call. Incorporate relevant data, charts, or case examples from AI research.
Report
Data Analysis Excel Tableau Google Sheets
5. Review and Expert Input
Human Action. SMEs or content editors review and refine the draft.
Report
Document Editor Google Docs Microsoft Word
6. Design and Layout
Tool Call. Apply a professional format, possibly with AI-based design suggestions.
Report
Design Software Adobe InDesign Canva MS Publisher
7. Proofreading and Polishing
LLM Call. Use AI to proofread grammar and style, finalize with human polish.
Report
Proofreading Grammarly Hemingway Editor LanguageTool
8. Publication and Gating
Tool Call. Publish the final piece (PDF/web) and set up lead capture or forms.
Web Page
CMS WordPress HubSpot CMS Unbounce

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Consideration Agent
Purchase Decision Agent
Onboarding Agent
Retention Agent
Expansion Agent
Advocacy Agent