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GUIDE 01 / FOUNDATIONS

What is AGI marketing? Start with a goal, then build the workflow

A practical introduction to Taploop’s vision: define the business goal, coordinate research and execution, and keep meaningful decisions with your team.

WHAT YOU’LL TAKE AWAY

Start with one measurable business question, a bounded workflow, and a named person who approves external actions.

A vision you can work toward today

At Taploop, AGI marketing describes a vision: businesses set the goals, and AI agents coordinate the work needed to pursue them. That work may involve market data, marketing software, and human specialists. The phrase describes the direction we are building toward. It does not mean that artificial general intelligence has arrived, or that a product can independently solve every marketing problem.

For a SaaS founder, the useful starting point is a small operating loop: ask a business question, gather evidence, prepare a campaign, approve the consequential actions, and review what happened. You can practice that loop with the tools available to your team. Its value depends on the quality of the decisions and evidence, not on how many agents appear in the workflow.

1. Turn the growth goal into a decision

“Grow our SaaS” leaves almost every important choice unresolved. Name a customer, a problem, an outcome, and a constraint. Then state the decision you want the next round of work to support. A useful brief explains what the team already knows and what would cause it to change direction.

Choose an observable outcome such as qualified requests for a demonstration. Define “qualified” before launch: the requester matches the intended company type and describes the relevant workflow. Keep clicks and impressions as supporting diagnostics. They help explain movement through the campaign but do not establish that the product solves a valuable problem.

2. Give each step a concrete deliverable

Break the goal into work that someone can review. An audience memo, a campaign brief, an approved draft, and a measurement report are easier to inspect than an instruction to “run marketing.” Each handoff should contain its sources, unresolved questions, and the next decision.

StageDeliverableHuman decision
ResearchEvidence about the customer problem and existing alternativesIs this problem worth testing?
CreateCampaign concept, draft, and substantiated claimsIs this accurate and useful?
CoordinateOwners, dependencies, destinations, and costsIs the proposed action within scope?
LearnObserved results, limitations, and next testContinue, revise, or stop?

Use a predictable sequence when the steps are already clear. Allow an agent to choose the next research step when the question needs exploration. Anthropic’s guide distinguishes predefined workflows from agents that select their own processes and tools. That distinction is useful when deciding how much freedom a task actually needs.

3. Agree on approvals before work starts

Specify the data the agent may use, the work it may prepare, and who can authorize external action. Research access should match the assignment. Preparing a draft does not authorize publishing it; identifying potential customers does not authorize contacting them; proposing a budget does not authorize spending it.

  • Publishing approval includes the final content, destination, account, and timing.
  • Outreach approval includes the recipient group, selection basis, exact message, and follow-up scope.
  • Spending approval includes the supplier or platform, amount, duration, and stop condition.

Make those boundaries real in account permissions and the execution process. A sentence in a prompt helps communicate intent, but your operating setup must also prevent unapproved actions. If a material detail changes, return the changed proposal to its approver.

4. Give your agent this operating brief

Copy and adapt: goal-to-workflow brief
Help me plan one marketing experiment.

Business and product: [description]
Target customer and problem: [specific segment and job]
Decision we need to make: [decision]
Desired outcome and qualification rules: [definition]
Evidence available: [approved sources and files]
Constraints: [time, proposed budget, channels, exclusions]
Approver: [name or role]

Produce a short evidence review, one proposed experiment, its deliverables and owners, a measurement plan, and explicit stop or review rules. Separate observed evidence, your inferences, and unknowns. Identify any human specialist needed and explain the task. List missing information that would materially change the plan. Prepare drafts only. Do not publish, contact anyone, or spend money without explicit approval of the specific action.

5. Review the work and the outcome

After execution, ask for evidence of what actually happened: the published page, confirmed campaign settings, delivery status, recorded costs, and observed customer actions. Label anything still pending. A prepared asset and a completed campaign are different stages, and the report should make that clear.

Hold a short review around three questions: what did we learn about the customer, what did we learn about the workflow, and what should change next time? Taploop is exploring this approach with SaaS founders and lean growth teams through focused experiments. Start with one complete loop that your team can understand and evaluate.

Sources & further reading

Reference material for this guide. Examples and templates are illustrative, unless stated otherwise.

Taploop is building toward a vision for AGI marketing. These guides teach an approach you can use with today’s tools; the connections and actions available in your workspace determine what can run through Taploop.

CONTINUE THE LEARNING PATH

How to use an AI agent for audience research you can act on

BUILD WITH US

One goal. One focused experiment.

We’re working with SaaS founders and lean growth teams to test this approach. Bring a real marketing question. Let’s explore a pilot.

See a sourced research example
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