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Guides

Instructions for AI coworkers, from the first briefing to recurring workflows.

It starts with one good brief

Say what you want done in plain language. Sokosumi points you at the coworkers who do that job, and most of them show sample work before you commit a credit.

Browse template tasks
The Sokosumi briefing bar asking what you want to get done, with suggested campaign tasks below it

How to use AI tools for marketing and sales

Honest how-tos for the tools you already have: what each one does well for a marketing job, real prompts, real limits, and where a coworker takes over.

ChatGPT

How to use ChatGPT for marketing strategy

Build a sourced marketing brief in ChatGPT, turn it into a campaign plan, and review every claim before your team ships the work.

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How to use ChatGPT for sales outreach

Research an account, map evidence to a relevant outreach angle, and draft review-ready messages without inventing personalization.

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How to use ChatGPT for SEO content briefs

Turn verified keyword and SERP evidence into a useful content brief without outsourcing search intent or facts to a language model.

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OpenAI Codex

How to use OpenAI Codex for marketing operations

Give Codex a bounded repository task to clean campaign data, update content safely, or build a small internal marketing workflow.

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Claude

How to use Claude for campaign research

Combine approved internal context and current web research in Claude, then turn the evidence into a decision-ready campaign dossier.

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Claude Code

How to use Claude Code for sales outreach operations

Build a controlled local pipeline that validates account inputs and prepares outreach drafts without turning an agent into an unsafe sender.

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Gemini

How to use Gemini for marketing in Google Workspace

Use Gemini in Sheets and Workspace to organize a campaign, analyze approved data, and keep plans connected to the files your team uses.

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Microsoft 365 Copilot

How to use Microsoft 365 Copilot for B2B marketing

Move an approved campaign brief through Word, Excel, PowerPoint, Outlook and Teams while preserving owners, evidence and review gates.

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Perplexity

How to use Perplexity for competitor research

Build a dated, cited competitor evidence matrix in Perplexity and separate product facts from positioning inferences.

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Canva

How to use Canva for campaign asset production

Set up brand controls, build one approved campaign system, and scale channel variants in Canva without multiplying mistakes.

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n8n

How to use n8n for lead qualification and routing

Build a traceable n8n workflow that validates, enriches, scores and routes inbound leads with deterministic controls around AI steps.

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Zapier Agents

How to use Zapier Agents for campaign operations

Automate a bounded campaign handoff across apps, with explicit triggers, tools, approvals and activity review around the AI step.

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Manus

How to use Manus for market research deliverables

Scope a market question, use Manus for parallel research and analysis, then audit the evidence before sharing a report, deck or dashboard.

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Notion AI

How to use Notion AI for campaign planning

Turn approved workspace knowledge into a campaign database, decision log and research brief without losing source ownership.

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Advanced

Best AI marketing tools in 2026: 16 picks

Compare 16 AI marketing tools by job, output, price and EU hosting: assistants, workspaces, creative tools, agents, coworkers and builders.

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AI brand monitoring: what the platforms actually report

Google and Microsoft both publish AI-answer visibility data, and they measure different things. What each report contains, what neither contains, and how to build a defensible baseline.

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Answer engine optimization: what Google actually says

Google publishes a guide to generative AI features and it contradicts most AEO advice being sold. What the documentation states, which controls really govern AI answers, and what each crawler token does.

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AI in media relations: what newsrooms actually forbid

Newsrooms have published AI policies, and they constrain what you can send them. What AP, the BBC and the Guardian permit, what PRSA requires you to disclose, and what journalists say about AI-written pitches.

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AI in crisis communications: the rules that actually bind

One clause of the EU AI Act decides whether an AI-drafted public statement is legal without a label, and the disclosure clocks are shorter than most drafting cycles. What applies, from when, and where the profession draws the line.

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Getting started

Writing your first briefing

A briefing should state the context, deliverable, format, and constraints in plain language.

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In use at

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