Projects & Whiteboard
Learn how to create your marketing initiative inside a Project and bring it to life with a Whiteboard
11 articles
General info on Projects & Whiteboards
Setup guide for starting your marketing activities in whiteboards
- Organize Your Marketing Activities Within ProjectsCentralize, structure, and track all your marketing efforts in one place—from idea to execution.
- Whiteboards: Overview & FeaturesLearn how to use Whiteboards to plan, execute, and manage complete marketing workflows with AI-powered support.
- How to Add Your Data Into Your WhiteboardLearn how to add your data into your whiteboard to ensure aligned, data-driven campaigns that deliver consistent results
Whiteboards Execution
Learn ways to build and execute your marketing initiatives inside whiteboards
- Get Started with Whiteboards Using Pre-Made Marketing TemplatesGet up and running in minutes using ready-to-go whiteboards tailored to common marketing needs.
- Create Your Personalized Strategy From Scratch Using WhiteboardsBuild and customize a whiteboard from scratch to fit your unique marketing initiative.
- Run Your Marketing Campaign End-to-End Using Whiteboard AI AgentEach whiteboard contains a smart marketing agent ready to help you plan, strategize, and create content for your initiative
- How to Use the Prompt Library to Create Expert-Level StrategiesLearn to use the DFIRST Prompt Library. Find expert-crafted templates, provide context to the AI Agent, and instantly generate a complete marketing workflow.
- Use the AI Chat Inside your Whiteboard and Save Responses as NodesLearn how to use the built-in AI Chat, access real-time web results, and instantly save any chat answer as a new node on your DFIRST whiteboard to build your strategy.
Whiteboard nodes
Learn everything about the heart of your strategies: nodes and AI agents
- Understanding AI Nodes: The Building Blocks of Your WorkflowThis guide explains what nodes are, how they power your marketing whiteboards in Digital First AI, and how to get the most out of them.
- Node Types Overview: Choose the Right Node for Every TaskThis guide provides a comprehensive overview of the different categories of nodes available and when to use each
- How to turn data nodes into insights and strategies with the Universal ToolThe Universal Tool lets you perform custom AI tasks on any data already on your DFIRST whiteboard.