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EP13: Claude + Slate MCP - Live Workflow and Agent Building Workshop For Marketers
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This webinar is best for
Meet Your Speaker
Joe has spent over a decade working across product and growth at B2B SaaS before co-founding Slate. That background shapes how he thinks about AI in marketing: less about the technology itself, and more about what marketers need to get work done.
Today, he is obsessed with one question: how do AI search engines see a brand? Most marketing teams do not have a clear picture of where they stand on AI visibility. Joe works with companies to build toward that clarity, and in this session, he will share the mental models and practical workflows that have emerged from that work.
Connect with Joe: LinkedIn
Why Attend
Operators today are using Claude to run research, map competitive landscapes, generate briefs, and build reporting loops. But turning those experiments into reliable, repeatable workflows is where most teams are still figuring things out.
Where Claude gives you a powerful AI layer, Slate gives you the system around it - the visibility tracking, the workflow builder, the content engine that keeps running without manual effort.
As someone building at the intersection of AI and marketing operations, Joe has developed a clear point of view on how marketing workflows should be structured to hold up in production.
In this hands-on session, he will share that thinking directly, walk through real workflows inside Slate, and show how teams can go from ad hoc Claude use to something more systematic.
What You'll Walk Away With
1. How to think about Claude + Slate as your own marketing operator
There is a difference between prompting Claude and setting it up to run a multi-step process. Joe will walk through how to approach Claude as an autonomous operator, and how platforms like Slate make that possible by providing the infrastructure to build, run, and monitor processes at scale.
2. How to build a research-to-content pipeline inside Claude using Slate
Walk through a live workflow that pulls competitor content, mines audience pain points, generates a structured brief, and drafts the content in one connected flow, without switching between tools or copy-pasting across tabs.
3. How to use audit and track your AI search visibility
Joe will show how Slate tracks your brand's share of voice across AI engines, and how you can use those insights to identify where your brand is missing from AI-generated answers, map the gaps competitors are filling, and build a prioritized action plan to close them.
4. How to automate competitive intelligence at scale
Joe will demo how agentic workflows can systematically track competitor positioning, surface keyword opportunities, and produce structured reports that are ready to share with your team or clients, without anyone manually pulling data or rebuilding spreadsheets every week.
5. How to build reporting workflows that run themselves
From pulling performance data to formatting monthly executive updates, Slate + Claude can handle the full reporting loop. Joe will walk through how to set this up inside Slate, so your team spends less time in spreadsheets and more time acting on insights.
6. How MCP connectors are changing what Claude can do
Joe has been working hands-on to connect Claude to live marketing data via MCP servers, including building one for Slate. He will walk through what this unlocks: asking Claude questions about your brand's AI visibility and getting back not just an answer, but a plan that it can help you execute.
Who Should Attend
This session is for you if you are:
- A content marketer or SEO looking to move from manual execution to more scalable systems
- A growth marketer experimenting with AI to do more with a lean team
- A marketing operator or agency managing multiple clients who needs repeatable, automated workflows
- A head of marketing or founder who wants to get more structured about how Claude fits into the team's day-to-day
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