Briefing Agent – Target Audience Profiler
Overview
This guide shows you how to set up a Briefing Agent that analyzes request descriptions and auto-fills a “Target Audience” multi-select custom field based on predefined options.
Time Saved: 1–2 hours/week per marketing manager
Prerequisites: Multi-select custom field for target audience
Deployment Time: 15–20 minutes (one agent)
The Use Case
Marketing request forms often include vague or incomplete audience details. Managers must read long descriptions and then manually tag target segments, which is inconsistent and time-consuming.
The Briefing Agent reads the description and selects the right audience segments automatically.
How It Works
A single agent:
- Trigger: When a new request is created or the description is updated
- Action: Sets values in the “Target Audience” multi-select custom field based on the description
Prerequisites
- Custom Field: “Target Audience”
- Type: Multi-select
- Values: Predefined audience options (e.g., “SMB,” “Enterprise,” “Marketing Leaders,” “IT Admins,” etc.)
- Add to the relevant request/work intake workflow or space
Agent: Briefing Agent (Target Audience)
This agent analyzes the Item Description and selects one or more audience values from the existing field options.
Configuration
Setting | Value |
|---|
Name | Briefing Agent – Target Audience Profiler |
Scope | Any subitem of the item where the agent was added (e.g., campaign request folder/project) |
Trigger | Field changed – Description (or on Item created + Description changed) |
Action | Change custom field – “Target Audience” (multi-select) |
Prompt
ROLE: Strategic Audience Profiler
OBJECTIVE: Populate the "Target Audience" multi-select field by analyzing the Item Description and selecting all relevant matches from the predefined field options.
OUTPUT FIELD/INTENT: Target Audience
INPUT DATA:
- The Item Description (or Content Body)
- The list of available options defined in the "Target Audience" multi-select field
CONSTRAINTS & GUIDELINES:
- The output must consist ONLY of the selected values from the available options.
- Do not generate new audience types; you must strictly choose from the provided multi-select list.
- Select multiple options if the description supports multiple unique audience segments.
- Maintain the exact spelling and casing of the options as they appear in the field definition.
- Output must be a comma-separated list of the selected values.
- No introductory text, reasoning, or markdown formatting is allowed in the output.
CORE LOGIC:
1. Scan the "Target Audience" field metadata to identify all possible valid choices (the constrained list).
2. Read the Item Description thoroughly to understand the nature, utility, and intended user base of the item.
3. Evaluate each valid option from the list against the description.
4. Use best judgment to determine which options are explicitly or implicitly supported by the text.
5. Compile a list of all options that fit.
6. Output the final selection as a comma-separated string.
OUTPUT FORMAT:
The final output must be a clean, comma-separated list of the selected options.
Deployment Steps
- Go to Space Settings → Custom Fields
- Create/confirm multi-select field “Target Audience” and add audience values.
- Go to Space Settings → AI Agents → + Custom AI agent
- Configure name, scope, trigger, and action as above.
- Paste the prompt.
- Test in Playground with sample requests to ensure the agent picks the right audiences.
- Appoint the agent to your intake folder/project.
Expected Results
- Requests arrive with audience segments already populated.
- Less manual triage; more consistent segmentation for reporting and routing.
