Guide · Agent skill
How to use the Campaign Planner agent skill
Updated · written with AI from the project's own documentation and checked against our catalogue data
The campaign-planner skill is a set of instructions that teaches an AI agent to turn your campaign goals and budget into a structured plan. It is aimed at marketing managers, event organisers and small teams who need a reviewable plan quickly. After following this guide you will be able to install the skill, ask for a plan in plain language and know what the Word document contains and what to check before it goes to review.
Campaign Plannergenspark-ai/genoffice · Apache-2.0 Download the skill Quick start
- 1Install the skill. Download the ZIP from the skill's page and unzip it into ~/.claude/skills/ or a project's .claude/skills/ folder, or upload it under Settings → Capabilities → Skills in the Claude apps.
- 2Confirm you have a Word tool. Make sure the agent can create .docx documents, because the skill delivers its plan as a Word file.
- 3Describe your campaign. Ask for a plan in plain language and include your goal, budget ceiling, timing, audience and available resources.
- 4Answer the follow-up questions. The agent asks for anything missing in one batch, so reply with all the details at once.
- 5Pick a theme direction. Choose one of the two or three themes offered, or say "you decide" to let the agent choose the one tied most directly to your target.
- 6Review the Word document. Check the overview, run-of-show, budget, KPIs and risks, and replace the owner and venue placeholders.
- 7Fill in the retrospective after the campaign. Use the blank table to compare target, actual, gap, cause and improvement once results are in.
What does the campaign-planner skill make the agent do?
The skill tells the agent to gather the basics of a campaign, propose theme options, and then build a Word document titled "<Campaign> Campaign Plan". It works for product launches, promotions and offline or hybrid events.
The agent first asks, in one go, for the campaign goal and its measurable target, the budget ceiling, timing and duration, whether the campaign is online, offline or hybrid, the size of the target audience, and existing resources such as a venue, influencers, channels or sponsors.
- Overview: background, goals with numbers, theme and slogan, time and place, target audience
- Mechanics and run-of-show: a segment table, plus a user journey for online campaigns
- Promotion and channel plan for the warm-up, live and wrap-up phases
- Materials list with specifications, quantities and delivery dates
- Budget table with a contingency reserve of 5 to 10 percent
- KPIs and tracking, each with a data source and measurement timing
- Risks and contingencies (at least three)
- A blank retrospective template to fill in after the campaign
How do you install the campaign-planner skill?
You can add the skill in two ways. Download the ZIP file from the skill's page on this directory and unzip it into your personal skills folder, ~/.claude/skills/, or into a project's .claude/skills/ folder. The skill's main file is SKILL.md.
Alternatively, upload the ZIP in the Claude apps under Settings → Capabilities → Skills.
- Personal install: unzip into ~/.claude/skills/
- Project install: unzip into the project's .claude/skills/ folder
- App install: upload the ZIP under Settings → Capabilities → Skills
What do you need before you start?
The skill relies on the agent's document tools. You need a tool that can create Word (.docx) files. Without one, the skill cannot deliver the document it is built around.
The skill does not run scripts and does not use the network, according to its listing.
- A tool that can create Word (.docx) documents
- Your campaign goal, budget ceiling, timing and audience ready to share
How do you trigger the skill with a natural request?
You do not need a special command. Describe the campaign in plain language and say you want a plan. The skill's quick prompts include examples like the ones below, which you can adapt.
If you do not want to choose between theme options, say "you decide". The agent will then pick the theme most directly tied to your target number.
- Plan a product launch event for us
- Design a holiday sales promotion with a 50,000 budget
- Plan a hybrid customer event for 200 guests with a 20,000 budget and a goal of 300 sign-ups
What happens during a session?
The agent opens with two or three theme directions, each with a one-sentence theme, the core mechanic and why it fits. Pick one, and the agent builds the full Word document. When it finishes, it explains the trade-offs behind the budget allocation and points out the one or two places most likely to need your decision.
Dates in the plan are absolute and include the weekday. Multi-day campaigns show each day's time slot. Owners and venue names are placeholders for you to fill in.
- Step 1: answer the questions about goal, budget, timing and audience
- Step 2: choose a theme direction
- Step 3: review the Word document and the trade-off notes
What safety and legal points should you check?
If your campaign includes prize draws, giveaways or price promotions, the skill reminds you to check local promotion and advertising regulations. It does not verify them, and current regulations prevail.
For share-to-win or referral mechanics, the skill flags the risk that platforms restrict incentivised sharing. Check the platform's current rules yourself.
Unit prices should be the ones you provide or be marked "estimate, quote pending". The skill does not verify real-world prices, so get quotes before committing money.
- Check promotion and advertising rules for prize draws and giveaways
- Check each platform's rules for share-to-win and referral mechanics
- Get real quotes for any price marked as an estimate
What tips help you get a better plan?
Give a measurable goal, such as a sign-up count or a sales figure. The skill asks for a target number, and the KPIs and budget are built around it. Also say what you already have, such as a venue or an influencer, so the plan does not assume you need to source them.
Check that every KPI has a data source you already use. The skill is designed to drop metrics whose data source cannot be named.
- State a measurable target for each goal
- List existing resources so they are not budgeted twice
- Name the tools you track results with, so KPIs stay realistic
What people use it for
- Planning a product launch event with a fixed budget and a run-of-show schedule
- Designing a holiday sales promotion with KPIs tied to a sales target
- Producing a consistent campaign plan structure for a small team with no dedicated planner
- Drafting a hybrid customer event with online sign-up and offline attendance goals
Frequently asked questions
How do I install the campaign-planner agent skill?
Download the ZIP from the skill's page and unzip it into ~/.claude/skills/ for personal use, or into a project's .claude/skills/ folder. You can also upload the ZIP in the Claude apps under Settings → Capabilities → Skills.
What do I need to run the campaign-planner skill?
You need a tool that can create Word (.docx) documents, because the skill relies on the agent's document tools to deliver the plan. The skill does not run scripts and does not use the network.
Is the campaign-planner skill free?
The skill is published under the Apache-2.0 licence. This guide does not state any price, so check the directory page for current terms before you rely on it.
Does the skill give me verified prices for my budget?
No. Unit prices must be ones you provide or be marked "estimate, quote pending". Get real quotes before you commit money.
Does the skill check prize draw or giveaway rules?
No. It reminds you to check local promotion and advertising regulations, but it does not verify them. Current regulations prevail, so review them with the right people before launch.
What is the difference between this skill and a general AI prompt?
The skill gives the agent a fixed workflow and a fixed structure: eight parts, from overview to retrospective, with tables for run-of-show, materials, budget and KPIs. A general prompt may produce a looser plan with a different layout each time.
New agent skills, repos and AI tools — every week
The best new skills and open-source projects, the fastest-growing repos, and one free prompt. Five minutes to read. Unsubscribe anytime.
Our verdict
Use this skill if you are a marketing manager, event organiser or small team that needs a structured, reviewable campaign plan with a budget table, KPIs and a retrospective, and you have a tool that can create Word files. Pick something else if you need verified real-world prices or a legal review of prize draws and price promotions, since the skill only flags those points and does not check them.
Download the skill