Home
cd ../playbooks
ProductivityIntermediate

Recall

Recall marketing learnings.

15 minutes
By communitySource
#recall

Marketing teams lose hours to ad-hoc, inconsistent recall work — Recall marketing learnings. Use when: querying what we know about a channel, audience, objective, or past campaign. This playbook turns the process into a repeatable, brand-aware workflow.

Who it's for: digital marketers, marketing managers, growth marketers

Example

"Run /recall for our brand" → Recall workflow output with brand context, structured inputs captured, process steps executed, and a complete deliverable ready for review.

CLAUDE.md Template

New here? 3-minute setup guide → | Already set up? Copy the template below.

# Recall

# /dm:recall

## Purpose

Retrieve relevant learnings from the brand's compound intelligence graph. Given a context — channel, audience, objective, or situation — return the most relevant validated insights ranked by confidence and recency. Turns accumulated marketing knowledge into an actionable playbook for any scenario, so past learnings directly inform current decisions without relying on memory or searching through old reports.

## Input Required

The user must provide (or will be prompted for):

- **Query context**: The situation to recall learnings for — specified as one or more of the following dimensions: channel (email, social, paid search, SEO, content, SMS, etc.), audience segment (developers, marketers, executives, SMB owners, enterprise buyers, etc.), objective (awareness, conversion, retention, upsell, win-back, etc.), campaign type (product launch, seasonal, evergreen, nurture, event, etc.), or a freeform situation description that captures the scenario in natural language (e.g., "planning a Black Friday email campaign targeting lapsed customers" or "launching a new product to a developer audience via content marketing")
- **Confidence threshold (optional)**: Minimum confidence score to include — defaults to 0.3 (includes hypotheses and above). Set to 0.7+ for only validated insights, or 0.0 to see everything including early-stage observations
- **Time range (optional)**: Filter learnings by when they were recorded — "last 30 days", "this quarter", "all time" (default). Recent learnings may be more relevant for fast-changing channels like paid social, while evergreen learnings about audience psychology may be valuable regardless of age
- **Max results (optional)**: Number of learnings to return — defaults to 10. Increase for comprehensive research or decrease for quick decision support

## Process

1. **Load brand context**: Read `~/.claude-marketing/brands/_active-brand.json` for the active slug, then load `~/.claude-marketing/brands/{slug}/profile.json`. Apply brand industry, audience segments, and active channels to contextualize the query and boost relevance of matching learnings. Check for agency SOPs at `~/.claude-marketing/sops/`. If no brand exists, ask: "Set up a brand first (/dm:brand-setup)?" — or proceed with defaults.
2. **Query the intelligence graph**: Execute `intelligence-graph.py query-relevant` with the provided context dimensions. The query matches against all indexed conditions — channel, audience, objective, campaign type — and also performs semantic matching for freeform situation descriptions. Apply confidence threshold and time range filters.
3. **Rank results**: Score each returned learning by a composite of relevance (how closely the learning's conditions match the query context), confidence (how validated the insight is based on accumulated evidence), and recency (how recently the learning was recorded or last updated, with a decay curve that weights recent learnings higher for volatile channels). Return the top results by composite score.
4. **Group into actionable themes**: Cluster the ranked learnings into coherent themes — e.g., "Content & Messaging" (what to say), "Timing & Frequency" (when to say it), "Audience Behavior" (how they respond), "Channel Tactics" (platform-specific techniques), and "Things to Avoid" (validated anti-patterns). Each theme gets a summary sentence synthesizing the grouped insights.
5. **Highlight conflicting insights**: Identify any learnings within the results that contradict each other — flag these explicitly with both sides of the conflict, their respective confidence scores, and conditions that may explain the difference (e.g., "true for SMB but not enterprise"). Recommend which to follow based on confidence and recency, or suggest an A/B test to resolve the conflict.
6. **Present as actionable playbook**: Format the output as a decision-ready playbook — themed sections with ranked learnings, a "quick wins" callout for high-confidence actionable insights, a "test these" callout for lower-confidence hypotheses worth validating, and a "watch out" callout for validated anti-patterns and conflicts.

## Output

- **Relevant learnings ranked by confidence**: Each learning displayed with its insight text, confidence score, source, date recorded, and matching context conditions — sorted by composite relevance-confidence-recency score
- **Grouped by theme**: Learnings organized into actionable theme clusters (content, timing, audience, channel tactics, anti-patterns) with a synthesis sentence per theme summarizing the collective insight
- **Conflicting insights flagged**: Any contradictions within the results highlighted with both perspectives, their confidence scores, qualifying conditions, and a recommendation on which to follow or how to test
- **Actionable recommendations**: A synthesized playbook section translating the raw learnings into specific recommendations for the queried situation — what to do, what to avoid, and what to test
- **Intelligence base stats**: Total learnings in the brand's graph, number matching this query, average confidence of matched results, and age distribution of matched learnings

## Agents Used

- **intelligence-curator** — Query execution against the intelligence graph with multi-dimensional context matching and semantic search for freeform queries, relevance-confidence-recency composite ranking, thematic clustering of results into actionable groups, conflict detection across returned learnings with resolution recommendations, and playbook formatting that translates raw intelligence into decision-ready recommendations
README.md

What This Does

Retrieve relevant learnings from the brand's compound intelligence graph. Given a context — channel, audience, objective, or situation — return the most relevant validated insights ranked by confidence and recency. Turns accumulated marketing knowledge into an actionable playbook for any scenario, so past learnings directly inform current decisions without relying on memory or searching through old reports.


Quick Start

Step 1: Create a Project Folder

Create a dedicated folder for this workflow (e.g. ~/marketing/recall).

Step 2: Download the Template

Click Download above and save the file as CLAUDE.md in that folder.

Step 3: Run the Workflow

Open the folder in Claude Code and describe your goal. Claude will prompt you for any missing inputs, follow the structured process, and produce a complete deliverable.


Inputs You'll Need

The user must provide (or will be prompted for):

  • Query context: The situation to recall learnings for — specified as one or more of the following dimensions: channel (email, social, paid search, SEO, content, SMS, etc.), audience segment (developers, marketers, executives, SMB owners, enterprise buyers, etc.), objective (awareness, conversion, retention, upsell, win-back, etc.), campaign type (product launch, seasonal, evergreen, nurture, event, etc.), or a freeform situation description that captures the scenario in natural language (e.g., "planning a Black Friday email campaign targeting lapsed customers" or "launching a new product to a developer audience via content marketing")
  • Confidence threshold (optional): Minimum confidence score to include — defaults to 0.3 (includes hypotheses and above). Set to 0.7+ for only validated insights, or 0.0 to see everything including early-stage observations
  • Time range (optional): Filter learnings by when they were recorded — "last 30 days", "this quarter", "all time" (default). Recent learnings may be more relevant for fast-changing channels like paid social, while evergreen learnings about audience psychology may be valuable regardless of age
  • Max results (optional): Number of learnings to return — defaults to 10. Increase for comprehensive research or decrease for quick decision support

How It Works

  1. Load brand context: Read ~/.claude-marketing/brands/_active-brand.json for the active slug, then load ~/.claude-marketing/brands/{slug}/profile.json. Apply brand industry, audience segments, and active channels to contextualize the query and boost relevance of matching learnings. Check for agency SOPs at ~/.claude-marketing/sops/. If no brand exists, ask: "Set up a brand first (/dm:brand-setup)?" — or proceed with defaults.
  2. Query the intelligence graph: Execute intelligence-graph.py query-relevant with the provided context dimensions. The query matches against all indexed conditions — channel, audience, objective, campaign type — and also performs semantic matching for freeform situation descriptions. Apply confidence threshold and time range filters.
  3. Rank results: Score each returned learning by a composite of relevance (how closely the learning's conditions match the query context), confidence (how validated the insight is based on accumulated evidence), and recency (how recently the learning was recorded or last updated, with a decay curve that weights recent learnings higher for volatile channels). Return the top results by composite score.
  4. Group into actionable themes: Cluster the ranked learnings into coherent themes — e.g., "Content & Messaging" (what to say), "Timing & Frequency" (when to say it), "Audience Behavior" (how they respond), "Channel Tactics" (platform-specific techniques), and "Things to Avoid" (validated anti-patterns). Each theme gets a summary sentence synthesizing the grouped insights.
  5. Highlight conflicting insights: Identify any learnings within the results that contradict each other — flag these explicitly with both sides of the conflict, their respective confidence scores, and conditions that may explain the difference (e.g., "true for SMB but not enterprise"). Recommend which to follow based on confidence and recency, or suggest an A/B test to resolve the conflict.
  6. Present as actionable playbook: Format the output as a decision-ready playbook — themed sections with ranked learnings, a "quick wins" callout for high-confidence actionable insights, a "test these" callout for lower-confidence hypotheses worth validating, and a "watch out" callout for validated anti-patterns and conflicts.

What You Get

  • Relevant learnings ranked by confidence: Each learning displayed with its insight text, confidence score, source, date recorded, and matching context conditions — sorted by composite relevance-confidence-recency score
  • Grouped by theme: Learnings organized into actionable theme clusters (content, timing, audience, channel tactics, anti-patterns) with a synthesis sentence per theme summarizing the collective insight
  • Conflicting insights flagged: Any contradictions within the results highlighted with both perspectives, their confidence scores, qualifying conditions, and a recommendation on which to follow or how to test
  • Actionable recommendations: A synthesized playbook section translating the raw learnings into specific recommendations for the queried situation — what to do, what to avoid, and what to test
  • Intelligence base stats: Total learnings in the brand's graph, number matching this query, average confidence of matched results, and age distribution of matched learnings

$Related Playbooks

Productivity

Region Config

Configure regional settings.

15 minutes
Intermediate
Productivity

Reusable Prompt Formatter

Convert informal requests into clean, structured prompts you can use anywhere — Claude Code, Claude.ai, ChatGPT, or other AI tools.

5 minutes
Beginner
Productivity

Save Knowledge

Save brand knowledge to memory.

15 minutes
Intermediate
Productivity

Calendar & Schedule Optimizer

Analyze your calendar to find time waste, optimize meeting load, and redesign your week for strategic priorities.

10 minutes
Intermediate
Productivity

Meeting Facilitation Planner

Design effective meetings with timed agendas, facilitation guides, discussion frameworks, and backup plans.

10 minutes
Beginner
Productivity

Meeting Notes to Action Items

Transform raw meeting notes into structured summaries, action item tables, and follow-up emails in minutes.

5 minutes
Beginner
Productivity

Weekly Status Report Generator

Transform scattered notes, emails, and task updates into polished weekly status reports in minutes instead of hours.

10 minutes
Beginner
Productivity

Prompt Auditor & Refiner

Audit existing prompts against quality checklists for substance and structure, then output targeted improvements without rewriting from scratch.

5 minutes
Intermediate
Productivity

Quarterly Goals Tracker

Track quarterly objectives with progress scoring, evidence gathering from multiple sources, and interactive deadline management.

15 minutes
Intermediate
Productivity

Personal Assistant

Transform Claude into a context-aware productivity tool with persistent memory for schedule management, task tracking, reminders, and habit monitoring.

10 minutes
Beginner
Productivity

Personal CRM from Meeting Transcripts

Transform meeting recordings and notes into a searchable relationship database with contact insights and follow-up reminders.

10 minutes
Intermediate
Productivity

Personal Dashboard Builder

Create a personalized daily dashboard aggregating calendar, tasks, weather, and goals in one view.

10 minutes
Intermediate

Browse all Productivity playbooks →