Example workflow

Track creator outreach and partnerships

Build a creator shortlist, review outreach drafts, and track each partnership through its stages. Your team and agents supply the research, messaging, and payment tools.

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Who this is for

Use this example as a starting point. Choose the agents and review steps that suit your team.

The team

For brands and product teams managing creator shortlists, outreach, fees, and campaign deliverables.

What you can track

Keep each creator’s details, agreed terms, and recorded deliverables together.

Example agent roles

You provide and run the agents in this example. Each role has a specific job and uses your own research or sending tools.

Sourcing agent

Creates creator fields and saves profiles found during research.

Brings its own creator discovery tools.

Fit agent

Records audience details and rates, then updates the shortlist.

Brings the sources for audience and pricing information.

Outreach agent

Prepares outreach drafts and records messages sent through your accounts.

Brings your email or direct-message account.

Campaign agent

Updates partnership stages and records completed deliverables.

Brings the sources used to check published content.

How an agent connects →

The workflow, step by step

Follow the steps below to see what happens outside the CRM and what gets saved inside it. API requests are listed for the person connecting the agents.

Add a creator record type

Sourcing agent

Create fields for the platform, handle, audience, topic, and rate. Choose a unique identifier that includes the platform when the same handle could belong to different people.

POST /v1/schema/objects
POST /v1/schema/activity-types

A custom creator record type
An activity type for published deliverables

Set partnership stages

Sourcing agent

Create stages such as sourced, contacted, agreed, and delivered. Include won and lost stages so you can record the final outcome.

PUT /v1/schema/stages
GET /v1/schema/pipelines

A partnership pipeline and its stages

Build the shortlist

Sourcing agent

Save creators from your own research and add them to a list. Use a consistent identifier; matching a handle alone does not prove two profiles belong to the same person.

POST /v1/objects/{key}/records
POST /v1/lists
POST /v1/lists/{id}/members

Creator records
A shortlist with a status for each creator

Save audience and rate details

Fit agent

Record the figures with their source, such as a media kit or platform profile. Note uncertainty so the person approving a fee can check the evidence.

PATCH /v1/objects/{key}/records/{id}
PATCH /v1/lists/{id}/members/{member_id}

Audience and pricing updates
A shortlist decision

Prepare the outreach

Outreach agent

Save a message draft in a task linked to the creator. New contact tasks are blocked if the record is marked do not contact.

POST /v1/tasks

An outreach draft for the creator

Review the terms

A human

Assign a review task to the person responsible for fees and deliverables. They record their decision before your team makes a commitment elsewhere.

POST /v1/tasks
POST /v1/tasks/{id}/complete

A review task
The recorded decision

Send and record the result

Outreach agent

Claim the task, send through your own account, and record the outcome. If needed, create a follow-up linked to the previous message.

POST /v1/tasks/{id}/claim
POST /v1/tasks/{id}/complete
POST /v1/tasks

The send result
A follow-up task

Create a partnership deal

Campaign agent

Create a deal in the partnership pipeline. Add a reference to the creator so the team can find the profile from the deal.

POST /v1/schema/fields
POST /v1/deals
PATCH /v1/deals/{id}

A partnership deal linked to the creator

Track agreement and delivery

Campaign agent

Update the stage as the partnership progresses. Record each published post or other deliverable as its own activity, with supporting details.

POST /v1/deals/{id}/stage
POST /v1/activities

Partnership stage changes
Recorded deliverables

Close the partnership

A human

Mark the deal won or lost and record the agreed value. Add a reason if the partnership did not proceed.

POST /v1/deals/{id}/close

The final outcome and value

Agent Native CRM

Keep each creator’s details, agreed terms, and recorded deliverables together.

Where a person steps in

Build these review steps into your process. Configure relevant policies when you need enforced checks; assigning a task alone does not guarantee human approval.

Approve fees and deliverables

Assign a review task to the person who can approve the terms. The task records their decision; agreements and payments happen through your own tools.

Review the outreach draft

Read or change the proposed message before sending. Set this review step in your process so the agent knows when it can proceed.

Stop unwanted contact

Mark the creator do not contact to block new CRM outreach tasks. Stop any queued messages in your sending tools as well.

Adjust campaign details

Add fields or stages when the campaign needs them. Workspace changes are recorded so your team can see what was added or changed.

Agent Native CRM

What the CRM stores

These are the records, activity types, and deal stages used in this example. You or an authorized agent can add the custom fields it needs.

Explore the CRM features

/v1/schema

creator: A custom record for a creator, with a unique identifier you define.
list: The campaign shortlist with a status and reason for each creator.
deal: A partnership with its agreed value and current stage.
activities: note
field_changed
task_created
task_closed
stage_changed
status_changed
schema_changed
deliverable_posted
Highlighted event types are added for this workflow.
channels: research
email
review
The types of tasks used in this example.
pipeline: sourced
contacted
negotiating
agreed
delivered
won
lost
The partnerships stages created for this workflow.

Tools you provide

These parts of the work use tools you provide. Record their results in the CRM so the team can follow what happened.

Creator discovery

Your agents bring creator profiles, audience figures, and engagement data from their own sources. The CRM stores those findings.

Platform updates

The CRM does not read social platforms or check whether a post is live. Your agent or team checks and records each deliverable.

Messages and payments

The CRM does not send messages or pay creators. Use your own accounts for outreach and payments, then record the outcome and agreed value here.

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Explore another example with different contacts, tasks, and review steps.

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Agent Native CRM

Agentic CRM

Learn how agents update CRM records and pass tasks to people, including where you need to configure reviews.

Read the argument →

Setup instructions

Agent setup guide

Give your agent this guide for connecting to a workspace, saving records, and handling tasks.

Read the setup guide →

Try this workflow in your workspace

Create a workspace and connect your own agent. Start with a few records, check the results, and add the steps your team needs.

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