Marketing playbook
The modern AI marketing playbook for teams.
Your campaign trackers, site analytics, ad accounts, and launch docs all live in different tabs. Faction brings them into one workspace, so your team can ask a question and get an answer drawn from all of them, without switching apps or chasing reports.
Start freeWhy this playbook
Marketing runs on context, not copy-paste.
Your campaign tracker, your site analytics, your ad accounts, and your launch docs each hold one piece of the story. Faction brings them into a single workspace, so your team can ask the AI a question and get an answer that pulls from all of them at once. No tab-switching, no exporting reports, no asking three people where something lives.
Tools in this playbook
The tools that cover your whole funnel.
Planning & ops
Your campaign trackers, content calendars, and creative lists. Ask what is due this week, who owns a launch, or which campaigns are waiting on assets, and get an answer straight from your tracker. When your admin allows it, the AI can also update records for you.
On-site analytics
What people do on your site after a campaign sends them there. Ask which landing pages turn visitors into signups, whether a new page helped or hurt, or how a launch changed behavior, before you spend more on it.
Paid social
Your Facebook and Instagram ad performance. Compare return on ad spend across campaigns, spot the ads that are not pulling their weight, and get a plain-language summary before your Monday standup.
Briefs & messaging
Your launch briefs, messaging docs, and brand guidelines. The AI can read them, so sales, support, and marketing all work from the same source of truth instead of an outdated copy.
Revenue context
Your subscription and payment trends. Connect what a campaign cost to what it actually brought in, so ops and marketing can answer whether a launch paid off with real numbers.
Ecommerce store
Your product catalog, orders, and customer history. Ask what sold during a campaign, which SKUs are low on inventory, or how fulfillment is tracking before you scale ad spend.
Team coordination
The channels where your team already talks. Share campaign updates and decisions where everyone can see them, while the AI brings in the details from your other tools.
Connected tools
One workspace, every layer of the funnel.
An admin connects each tool once for the whole company. After that, everyone on the team opens chat and gets the same access. No one sets up tools on their own, and the logins stay safe with Faction instead of scattered across laptops.
Connect once, share with everyone
An admin connects each tool a single time, and the whole team gets access. No one has to set up tools themselves or share passwords to get started.
A workspace for how you launch
Group your marketing tools into one workspace. Set up separate workspaces for sales or ops, each with only the tools that team needs.
Admins stay in control
You decide what each workspace can see and do. Start by letting the AI look things up, then let it make updates when your team is ready.
Answers that span every tool
Ask one question and get an answer that pulls from your campaigns, your site data, your ads, and your docs together, in a single chat.
How teams use it
From weekly reviews to launch day.
Weekly marketing review
- Pull Meta Ads spend and ROAS for active campaigns
- Compare Shopify orders against ad spend for the same window
- Compare PostHog funnel conversion against last week
- Check Airtable for campaigns due or blocked on creative
- Draft a standup summary with links back to source records
Launch coordination
- Read the Notion launch brief and messaging doc
- Confirm the launch page is tracking signups correctly
- Check Shopify inventory and product status before the drop goes live
- Check that Meta ads are set up right before spending more
- Post the latest campaign status to the team in Slack
Example questions
Which campaigns need attention this week?
Cross-reference Airtable due dates with Meta Ads performance and PostHog conversion trends. Flag campaigns with rising spend but flat signups before the review meeting.
Did the new landing page move signup rate?
Check how the page you launched is converting, then compare it against the Notion brief to see if what shipped matched the plan. No exporting reports or digging through dashboards.
What ads are running and how are they doing?
See which Meta ads are live, match them to your Airtable creative tracker, and get a plain-language summary of clicks and spend for the team channel.
What is the revenue story behind this campaign?
Connect Stripe subscription trends or Shopify order volume to the campaign window and ad spend from Meta. Give leadership a grounded answer when they ask if the launch paid off.
What sold while the ads were running?
Cross-reference Meta Ads spend with Shopify orders from the same dates. Spot campaigns that drove traffic but not conversions before you increase budget.
FAQs
Do I need to connect every tool on day one?
No. Start with the tools your team uses most, often Airtable, Notion, Meta Ads, and Shopify. Add PostHog, Stripe, and Slack later as you need them.
How do my tools connect to Faction?
An admin connects each tool once. After that, the AI can work with it in chat. Your logins stay safe with Faction, so teammates never handle passwords or set anything up on their own.
Can the AI make changes, or only look things up?
That is up to your admin. Many teams start by letting the AI read and answer questions, then allow it to update things like campaign records once they are comfortable.
Is this only for large marketing teams?
No. Small teams get the most out of it, because no one has to set up the same tools over and over. One admin connects everything, and the whole team gets access in chat.
Give marketing one place to ask across your tools.
Connect Airtable, Shopify, PostHog, Meta Ads, and the rest once. Bring them into one marketing workspace and let your team get answers without switching tabs.
Start free