Run always-on webinar campaigns (script and series)

Before you start

This use case works best when you've already set up some foundational elements in Quotient:

• Knowledge Store populated: Add your product messaging, demo flow, and any past webinar content so the agent can align scripts and positioning.
• Webinar series concept defined: Know the format (e.g. "Getting started with X," "Monthly industry roundtable") and themes so the agent can propose fresh topics within that frame.
• Cadence in mind: Decide how often you'll run (e.g. monthly) so you can set the Agent Job to match.

How to do it in Quotient

1. Create a campaign for the webinar series (one-time)

Open a chat with the Campaign Agent and create a campaign that will hold the series. Put the series name, format, themes, audience, and cadence in the brief. For example:

"Create a campaign for our webinar series '[e.g. Monthly getting started with our platform]'. The brief should describe the format: [e.g. 45-minute product walkthrough with Q&A]. Themes: [e.g. onboarding, first campaign, integrations]. Audience: [e.g. new signups and trial users]. Cadence: monthly. We'll add webinar ideas, scripts, slide outlines, and promotion copy to this campaign every month — each as documents."

The campaign is the container. You'll add documents (idea, script, slide outline, invite email, reminder email, social posts) to it each run via an Agent Job.

2. Create an Agent Job that runs on your cadence (e.g. monthly)

Go to Agent Jobs and set up a recurring job. The job should: (1) Look at the campaign and its existing documents so it knows which webinar ideas have already been used — do not repeat the same idea twice. (2) Come up with a new, good topic or angle for a webinar that fits the series. (3) Add the idea as a document to the campaign. (4) Write the script, slide outline, invite email, reminder email, and social posts for that webinar and add each as documents to the same campaign. For example:

"Every first Monday of the month at 9am, open the campaign '[series name]' and review the documents already in it so you know which webinar ideas we've already used. Come up with one new webinar topic or angle that fits the series format and themes and that we have not done before. Add the idea as a document to the campaign (title: e.g. 'Webinar idea: [topic]'). Then write the full script, a slide outline, an invite email, a reminder email, and 2–3 social posts for this webinar, and add each as a document to the same campaign (titles: e.g. 'Script: [topic]', 'Slide outline: [topic]', 'Invite email: [topic]', etc.). Do not repeat any idea we've already used."

3. Set your schedule

Choose when the job runs — typically monthly so you get one new webinar idea and full content set per run. Review the documents, then use the script and slide outline to run the webinar and the promotion docs to fill seats.

4. Review and produce

Each run adds several documents to the campaign: the webinar idea, script, slide outline, and promotion assets. You (or your team) review them and run the webinar. Because the job checks existing documents, you never get a duplicate idea.

What you'll get

• One campaign — the container for the series (brief = format, themes, audience, cadence)
• Each run: One new webinar idea (document) + script + slide outline + invite email + reminder email + social posts (documents) added to that campaign
• No repeated ideas — the job checks what's already in the campaign and picks a new topic every time

Tips for better results

• Keep format consistent in the brief. Same length, style, and structure make the series recognizable; the agent will match the brief and propose topics that fit.
• Name documents clearly. In the job prompt, ask for document titles that include the topic so you can scan the campaign and avoid duplicates manually if needed.
• For a one-off webinar with full campaign (promote + follow-up), use "Drive attendance at a webinar" to build the full lifecycle around a single webinar.