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Content & campaigns

Turn an insight into a marketing draft

Move a verified recommendation into its native Leado editor while preserving evidence, ownership, and approval status.

Available to workspace members with access to the relevant editor; publishing requires an authorized connection and publish permission.
Watch the workflow

See it in Leado

Expected outcome

What you’ll achieve

  • A native Leado draft that retains the recommendation context but contains approved owned facts and remains unpublished.
Step by step

Follow the workflow

  1. 1

    Open Recommendations

    Review prioritized opportunities and risks generated from the workspace’s available evidence.

  2. 2

    Read the evidence

    Confirm the underlying companies, channels, examples, period, and any stated limitation before accepting the recommendation.

  3. 3

    Choose the native destination

    Select a recommendation whose supported action—such as content, email, website experience, audience, experiment, or ad draft—matches the business objective.

  4. 4

    Generate or open the draft

    Use the recommendation action to open its native editor. Confirm that the recommendation title, evidence, proposed message, and destination were carried into the intended workspace.

  5. 5

    Edit with owned context

    Add your product facts, offer, destination, proof, legal requirements, and brand voice. Remove unsupported claims.

  6. 6

    Preview and approve separately

    Use the destination editor or publisher to test the asset. Publishing remains a separate controlled action.

Quality check

Verify your work

  • The recommendation evidence uses the intended company set and period
  • The draft opens in the expected native editor and workspace
  • Unsupported claims and placeholder details are removed before review
Troubleshooting

If something doesn’t look right

A draft action is unavailable

Confirm the recommendation supports that output and that the destination feature is enabled.

The wrong workspace opens

Return to the selector, choose the owning workspace, and recreate or move the draft deliberately.

The generated copy lacks product context

Add verified offer, proof, destination, legal, and brand details in the native editor.

Scope

Limitations and safeguards

Limit

Recommendations and generated drafts are proposals based on available evidence; they do not approve claims, legal language, budgets, audiences, or external publishing.

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