253 templates

Marketing task templates

GTM templates for SEO, ads, outbound, lifecycle, and CRO — agentic marketing tasks an agent runs end to end.

These marketing task templates are executable GTM jobs rather than documents to fill in. Each one defines a repeatable task — which data to pull, which thresholds count as a problem, and what the finished deliverable contains — then runs inside an agent that already holds your positioning, competitors, and connected accounts, and stops for your approval before anything ships.

What are marketing task templates?

A marketing task template is a saved definition of a repeatable GTM job: the inputs, the data sources, the rules that decide what matters, and the shape of the output. Unlike a prompt, it carries your context and integrations; unlike a document, it produces the finished artifact rather than a to-do list.

How are these marketing templates different from Canva or Notion templates?

A Canva or Notion template is a layout a person fills in. These marketing templates do the gathering — pulling from Google Ads, Search Console, your CRM, and the live SERP, applying the checks, and returning findings with evidence attached. You review conclusions instead of assembling inputs.

Which GTM templates should a team start with?

Start where the money already flows. Paid teams start with a Google Ads audit template and a PPC report template; SEO teams start with a technical SEO audit checklist and a keyword research template; outbound teams start with an ICP definition and a cold email template. Each of those has a measurable outcome within a week.

What are agentic marketing tasks?

Agentic marketing tasks are the jobs in this library: audits, briefs, sequences, and reports that an agent can run against live accounts. They are not a new kind of agent — they are the work the agent is asked to do, with guardrails on what it may change without approval.

How are agent templates different from marketing task templates?

Agent templates describe a whole agent — persona, tools, memory. Marketing task templates describe a single job that agent runs. Metaflow ships both: agents for the motion, tasks for the job. Pick a task when you know the deliverable; pick an agent when you are staffing a channel.

What do the SEO templates cover?

Sixty workflows spanning technical audits, keyword research and clustering, content briefs, internal linking, schema, and AEO restructuring. The audits read your real crawl and query data; the planning templates size demand before anyone commissions writing.

What do the Google Ads templates and Meta Ads templates cover?

Account audits, campaign structure, negative keyword mining, responsive search ad copy, creative briefs and testing matrices, budget allocation, and reporting. Every optimization template proposes changes and waits for approval rather than editing live accounts unattended.

What do the cold email templates and outbound templates cover?

ICP definition, account research, first-touch email, follow-up sequences, call scripts, LinkedIn notes, and breakup emails. The email templates research the account before writing, which is the difference between personalization and a merge field.

Marketing task templates FAQs

What is a marketing task template?

A reusable specification for a marketing job that an agent executes: the data it pulls, the rules it applies, and the deliverable it returns. The value is in the specification — it is why two runs a month apart are comparable.

What are GTM templates in Metaflow?

GTM templates are the same library viewed by motion: SEO, paid, outbound, lifecycle, social, CRO, AI visibility, and programmatic SEO. Each card is a job a go-to-market team already does, written so an agent can run it.

What are agentic marketing tasks?

They are the tasks in this catalog — audits, briefs, sequences, reports — that an agent can execute against your accounts. The agent holds context; the task template holds the job definition.

Are these agent templates?

No. Agent templates define an agent. These define a task that agent runs. If you want the agent itself, start on the agents page; if you want the job, start here.

How many marketing templates does Metaflow include?

Two hundred and fifty-three across eight categories. The ones documented in detail here are the workflows teams run most often; the rest are available in the app from the same card library.

Do I need to write prompts to use these templates?

No. Each template already contains the instructions, thresholds, and output format, so the only inputs are the specifics of your account. You can still steer a run in plain language when the default is not what you want.

Key takeaways

  • These are marketing task templates — jobs an agent runs, not agents themselves
  • GTM templates cover SEO, ads, outbound, lifecycle, and CRO
  • Agentic marketing tasks pause for approval before anything ships
  • Every template is editable, and edited runs can be saved as your own