DEAR THEO · DEARTHEO.APP ·T
Workflows

Workflows that transform your agency

Battle-tested workflows built by agency veterans. Use them as-is or customize them to match your unique process. Production-ready from day one.

Workflow diagram: Brief Upload → Strategy Analysis → Creative Concepts → Art Direction → Compliance Check → Final Deck

5 days → 2 hours

Campaign Kickstart

From client brief to strategic concepts in under 2 hours. Upload a messy Word doc or PDF and watch Dear Theo transform it into a strategic campaign plan with multiple creative directions, visual references, and messaging frameworks. What used to take your team a week now takes an afternoon.

  • Parses client brief and extracts key objectives, target audience, budget constraints
  • Strategy agent develops comprehensive campaign architecture and positioning
  • Creative agent generates 10-15 distinct concept directions with rationale
  • Art director agent provides visual guidance, mood boards, and design direction
  • Compliance agent checks for regulatory issues and brand guideline adherence
  • Synthesis agent packages everything into polished, client-ready presentation deck

Animated concept cards appearing with category tags and vote counts

2-3 brainstorm sessions → 10 minutes

Creative Ideation

50 concepts in 10 minutes. Yes, really. Never stare at a blank page again. Feed Dear Theo your brief and watch it generate dozens of concept directions—some safe, some bold, all strategically grounded. Your team votes on favorites, refines the winners, and presents to clients in record time.

  • Creative agent generates diverse concept directions based on brief and brand knowledge
  • Each concept includes: Hook, Key message, Visual direction, Tone, Rationale
  • QA agent filters for brand fit, feasibility, and strategic alignment
  • Outputs organized by theme: Emotional, Rational, Disruptive, Aspirational, Humorous
  • Team voting interface to surface best concepts
  • Refinement mode to iterate on winning directions

Side-by-side comparison: Design on left, annotated feedback on right

Reduces revision rounds by 50%

Art Direction Review

Consistent, constructive feedback on every creative execution. Your art director can't review every social post, email layout, and banner ad personally. This workflow can. It checks brand guideline compliance, offers layout suggestions, and catches inconsistencies before they become costly client revisions.

  • Art director agent reviews all design work against comprehensive brand guidelines
  • Checks visual hierarchy, typography choices, color usage, spacing, and grid alignment
  • Provides specific, actionable feedback—not vague comments
  • Flags potential issues: accessibility concerns, readability problems, off-brand elements
  • Suggests improvements with visual references
  • Prioritizes feedback: Critical issues vs. nice-to-haves

Document with color-coded highlights: Red (critical), Yellow (warning), Blue (suggestion)

Eliminates late-stage revision chaos

Compliance Check

Catch legal and brand issues before they become problems. Eliminate late-stage legal revisions that derail timelines and destroy budgets. The compliance agent reviews all campaign materials for legal disclaimers, trademark usage, industry regulations, and brand guideline adherence before anything goes to the client.

  • Compliance agent reviews all campaign materials comprehensively
  • Checks: Legal disclaimers, Trademark usage, Industry regulations (pharma, finance, etc.)
  • Brand guideline adherence: tone, messaging, visual standards
  • Flags issues with severity ratings: Critical (must fix), Warning (should address), Suggestion
  • Includes references to specific brand guidelines or regulations violated
  • Generates compliance report for legal/brand teams

Strategy framework diagram: Positioning map, messaging pyramid, competitive matrix

3-4 weeks → 8 hours

Brand Strategy Development

Build comprehensive brand strategies in hours, not weeks. Develop positioning frameworks, messaging hierarchies, brand voice guidelines, competitive analysis, and activation recommendations. Get an executive-ready strategy deck with market insights, positioning, messaging, and activation ideas—ready to present.

  • Strategy agent conducts market analysis using your knowledge base and industry data
  • Develops positioning frameworks: Target audience, Brand promise, Key differentiators
  • Creates messaging hierarchies: Core message → Supporting messages → Proof points
  • Defines brand voice: Tone, Personality traits, Do's and Don'ts with examples
  • Competitive analysis agent identifies white space opportunities and threats
  • Synthesis agent creates executive-ready strategy deck with visual frameworks

Calendar grid showing 30 days of planned posts with thumbnails and captions

1 week → 1 hour per month

Social Media Content Calendar

Generate a month's worth of on-brand social content in an hour. No more last-minute panic posts. The workflow analyzes your brand voice, recent content performance, and upcoming campaigns to create a cohesive content calendar with captions, hashtags, and visual direction for every platform.

  • Analyzes brand voice and past successful content
  • Generates platform-specific content (Instagram, LinkedIn, Twitter, TikTok)
  • Creates engaging captions with appropriate tone for each platform
  • Suggests hashtags, emojis, and CTAs based on best practices
  • Provides visual direction and image suggestions for each post
  • Aligns content with campaign calendar and seasonal moments

Pitch deck flow diagram showing narrative arc and key slides

2 weeks → 3 days

Pitch Deck Development

Win more pitches with comprehensive, strategic decks built in days, not weeks. The workflow creates compelling pitch narratives, conducts competitive analysis, develops strategic recommendations, and packages everything into a visually stunning presentation that wins business.

  • Analyzes RFP requirements and client background
  • Develops pitch narrative: Problem → Solution → Why Us → Results
  • Conducts competitive analysis and identifies your unique advantages
  • Creates case studies relevant to client's industry and challenges
  • Develops strategic recommendations with phased approach
  • Synthesis agent packages into compelling, client-ready pitch deck

Brief document template with filled-in sections and visual references

4 hours → 15 minutes per brief

Content Brief Generator

Transform high-level campaign ideas into detailed creative briefs that actually help your team. No more vague directions. The workflow creates comprehensive briefs with objectives, target audience insights, messaging guidance, tone examples, visual direction, and success metrics.

  • Translates campaign objectives into actionable creative requirements
  • Defines target audience with psychographic and demographic details
  • Provides messaging guidance: Key messages, Tone, Voice, Do's and Don'ts
  • Includes visual direction: Mood, Style references, Color palettes, Typography
  • Sets success metrics and KPIs for the creative work
  • Outputs formatted brief document ready to share with team
DEAR THEO · DEARTHEO.APP ·T

Every workflow saves hours. Together they save careers.

Teams using Dear Theo workflows report 70% time savings, 2-3× more concepts per project, and dramatically improved team satisfaction. Your creatives will thank you.

Make it yours

Ready to build your own?

All plans include access to our workflow builder. Create custom workflows tailored to your agency's unique process, or start with our templates and modify them as you go.