# Marketing Agents

> Set up a LinkedIn draft agent from your own material, review and approve drafts, and post them yourself or schedule them where available.

Canonical: https://help.spacebrain.ai/marketing/
Last modified: 2026-09-25T00:00:00.000Z

Marketing Agents writes LinkedIn post drafts from your own business material, in the voice of a person or company page you approve. You review every draft before it goes anywhere. This guide is for founders, marketers, and agencies who want a steady flow of LinkedIn posts without handing over control.

> **Note — Early access**
>
> Marketing is being released to selected workspaces. If you don't see **Marketing** in the sidebar, or you see &#x2A;*Marketing is not available for this workspace yet.**, it isn't enabled for you yet. If you see &#x2A;*You do not have access to Marketing in this workspace.**, ask your workspace owner for access.

## Before you begin [#before-you-begin]

* **Access:** the account owner manages the Marketing subscription and credit budget. Other team members need Marketing access in the workspace.
* **Your material:** documents, notes, or writing samples you own. The agent only uses sources you add and approve.
* **Credits:** adding sources, editing, reviewing, and copying drafts are free. AI preparation uses your existing Spacebrain credits, within a budget the account owner sets.
* **LinkedIn:** you don't need to connect LinkedIn to get drafts. To schedule posts from Spacebrain (where available), connect a LinkedIn profile or Page in **Social Media → Connections**.

## Where to find it [#where-to-find-it]

Open **Marketing** in the sidebar:

| Page                 | Use it to                                                                                                             |
| -------------------- | --------------------------------------------------------------------------------------------------------------------- |
| **Marketing Agents** | Review drafts and manage agents. Tabs: **Drafts**, **Sources & setup**, **Activity**, **Credit budget**, **History**. |
| **Creators**         | Approve the voice of each person or company page (**Creator profiles**).                                              |
| **Strategy**         | Define what you stand for and approve post angles (**Strategy and angle bank**).                                      |
| **Campaigns**        | Turn an approved strategy into a reviewed plan.                                                                       |
| **Insights**         | See how useful drafts are, editing effort, failures, and credit use.                                                  |

At the top of **Marketing Agents**, a label shows **Publishing available** if you can schedule to LinkedIn from Spacebrain, or **Draft preparation** if you post manually for now.

## Set up your first agent [#set-up-your-first-agent]

The **Sources & setup** tab walks you through setup. If you haven't started, select **Start guided activation** under **Activate your Marketing CMO**. Starting is free and doesn't run AI.

Work through the checkpoints in order:

1. **Sources and company** – add your own material and approve it. Choose up to eight approved sources, then select **Save activation sources**. Review the company proposal and select your **Approved company truth**.
2. **Creator** – open **Marketing → Creators**, select **New creator**, and choose **Profile type** (**Personal profile** or **Company page**). Fill in **Name**, **Headline**, **Voice direction**, topics, and **Phrases to avoid**. Attach approved writing samples. Select **Save profile**, then **Approve revision**.
3. **Strategy** – open **Marketing → Strategy**, choose the **Approved creator**, and fill in the **LinkedIn strategy**: **Objective**, **Audience**, **Content pillars**, **Topics and claims to exclude**, and **CTA rules**. Select **Save strategy**, then **Approve strategy**.
4. **Authorization** – the account owner selects **Set up governed agent** to approve the agent, its inputs, and its budget. The agent starts paused.
5. **Optional first draft** – select **Prepare first draft**, or **Skip first draft**.
6. Select **Finish activation and enable cadence** to let the agent prepare drafts on its schedule.

Any edit to a creator or strategy clears its approval. Approve the new revision before the agent uses it.

## Review drafts [#review-drafts]

1. Open **Marketing → Marketing Agents** and select the **Drafts** tab.
2. Read each draft and its **Sources**. Check facts, names, offers, and claims against your material.
3. Select **Edit draft** to change the wording. Tick &#x2A;*I checked these questions and corrected or removed unsupported claims.**, then **Save draft**. Editing creates a new version.
4. Select **Approve draft** when it's ready. You'll see &#x2A;*Draft version approved. Choose delivery in Draft Studio or copy it to LinkedIn.**
5. Select **Dismiss** for drafts you won't use. They move to **History**.

To prepare more drafts now, open the agent under **Existing agents** and select **Prepare drafts now**. Use **Pause preparation** or **Resume within credit budget** to control it.

## Post your approved draft [#post-your-approved-draft]

### Option A: copy and post yourself [#option-a-copy-and-post-yourself]

Select **Copy approved text**, then paste it into LinkedIn and publish. You'll see &#x2A;*Text copied. Paste it into LinkedIn and publish it yourself. Nothing was published here.** Spacebrain can't confirm manual posts, so check LinkedIn yourself.

### Option B: schedule from Draft Studio (where available) [#option-b-schedule-from-draft-studio-where-available]

1. Select **Open Draft Studio** on the draft.
2. Under **LinkedIn destination**, choose a **LinkedIn profile or Page** and select **Save destination**. Changing the destination needs a new review.
3. Approve the current version.
4. Under **Delivery**, set **Publish date and time**. The helper text shows **Your timezone**.
5. Select **Schedule approved draft**. You'll see &#x2A;*Draft scheduled.**
6. After it publishes, select **View LinkedIn post** to check it.

Use **Reschedule** or **Cancel schedule** to change plans. If delivery fails, read the reason and select **Retry delivery**.

If you see &#x2A;*LinkedIn publishing is paused while access is being verified.**, use Option A for now.

## Improve a draft in Draft Studio [#improve-a-draft-in-draft-studio]

* **AI refinement:** pick a suggestion (for example, make the opening more specific or shorten it) or write a **Custom instruction**. Select **Suggest alternatives**. The button shows the maximum credits. Select **Apply as new version** on the one you like.
* **Version history:** select **Restore** to bring back an earlier version as a new version. Nothing is ever deleted.
* **Draft feedback:** pick a **Signal** such as **Strong draft**, **Off voice**, or **Unsupported claim** and select **Save feedback**. Feedback feeds **Insights**. It doesn't retrain the AI.

## Plan a campaign [#plan-a-campaign]

1. Open **Marketing → Campaigns** and select **New campaign**.
2. Choose an approved creator, strategy, angle, and source.
3. Review the plan, then prepare drafts from it.

Planning never publishes anything.

## Worked example [#worked-example]

Priya runs a consulting firm. She uploads three client case studies and her last ten LinkedIn posts as sources. She creates a **Personal profile** creator for herself with the voice "direct, practical, no buzzwords" and a strategy aimed at operations managers. After activation, the agent prepares three drafts a week. She edits one to add a client quote, approves it, and schedules it from Draft Studio for Tuesday morning. She dismisses a draft that repeated an old point and marks it **Too generic** so Insights shows the trend.

## If something goes wrong [#if-something-goes-wrong]

| What you see                                                                         | What to do                                                                                                                                                |
| ------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------- |
| No new drafts appear                                                                 | An agent pauses when it has three unfinished drafts. Approve or **Dismiss** some. Copying alone doesn't clear them.                                       |
| **An active Marketing Agents pilot or subscription is required for AI preparation.** | Ask the account owner to check **Credit budget**. Your existing sources and drafts stay available.                                                        |
| **The platform has paused new AI preparation.**                                      | Existing drafts remain available. Try again later.                                                                                                        |
| **This draft changed. Reload the draft before scheduling or retrying delivery.**     | Someone edited it. Reload, review the new version, and approve it again.                                                                                  |
| **Choose a future date and time.**                                                   | Pick a time later than now.                                                                                                                               |
| A delivery might have gone through                                                   | Check LinkedIn first. Only tick &#x2A;*I checked LinkedIn and this post was not published.** and select **Retry delivery** if the post is really missing. |
| **Only LinkedIn accounts connected to this workspace can be selected.**              | Select **Manage connections** and connect the profile or Page in Social Media.                                                                            |

## FAQ [#faq]

### Does Marketing Agents post without me? [#does-marketing-agents-post-without-me]

No. Every draft needs your approval. Scheduling is a separate step you choose in Draft Studio.

### What does **Copied for manual posting** in Insights mean? [#what-does-copied-for-manual-posting-in-insights-mean]

It counts drafts you copied. Spacebrain can't see whether you actually posted them, so they show as **Not verified as published**.

### Can I use it for other networks? [#can-i-use-it-for-other-networks]

Marketing Agents is for LinkedIn. For other networks, use [Social Media](/social-media/publishing/).

## Next step [#next-step]

Keep your source material up to date in [Knowledge Hub](/platform/knowledge-hub/), or schedule posts on other networks with [Social Media Publisher](/social-media/publishing/).
