The Upfluence MCP connects Claude, ChatGPT and other AI assistants to your Upfluence workspace, so you can run campaigns from a chat instead of clicking through the platform. Below are use cases our team and clients run today, each with a prompt you can copy and adapt.
add advanced level.
Before you start
Connect the Upfluence MCP to your AI assistant first. Set up the Upfluence MCP
Four things that make every prompt below work better:
Name the campaign exactly as it appears in Upfluence, or paste its link. The assistant matches on the name and will stop if it finds none or several.
Say what the assistant may and may not do. The MCP can both read your data and act on it: send emails, change creator statuses. When you only want information back, write it in: only look, never send emails, reply to anyone or change a creator's status.
Two kinds of email, two behaviours. A custom reply or a first-contact email is written by the assistant and shown to you in full before anything leaves: you reply send to approve it. A campaign template (invitation, shipping, drafting, publishing, payment) can't be previewed, so the assistant tells you which template is going to whom and waits for your go-ahead instead. Either way the email goes out from your own address through Upfluence, not from your mailbox.
Drop the @ from handles. Creator lookup fails on
@usernameand succeeds onusername. Applicant lists usually arrive with the @ attached, so tell the assistant to strip it.
Scheduled tasks run in your assistant, not in Upfluence. They are available on Claude paid plans.
Your choice of model matters for the longer prompts below. Anything that works through a whole campaign takes many steps in a row, so switch to the most powerful model your plan includes before you run it. Shorter questions are fine on any of them.
Your daily workflow
Get a daily briefing of creator replies and applications
Use case. Your campaigns already track every reply, application and counter-offer. This brings that picture to you first thing, across all of them at once: who replied, who applied, who countered and at what price, in one prioritized list. Set it up once as a scheduled task and it arrives every weekday before you start.
Example prompt
Using Upfluence, set up a scheduled task that runs every weekday at 8:50 AM Eastern.
Only look, never send emails, reply to anyone or change a creator's status.
Check all my active campaigns (ignore archived ones) for anything new since my last working day ended at 6 PM Eastern (on Mondays, since Friday 6 PM), up until the moment it runs:
1. Creators who replied to my emails and I haven't read yet.
2. Creators who applied or sent a counter-offer (the "Influencer responded" and "Counter-offer received" stages).
Give me a short list for each, grouped by campaign, one line per creator with their name, what happened (or the time of their reply) and, for counter-offers, the price they're asking. Each creator links to their campaign.
Replies that don't belong to any campaign go in a separate "Direct conversations" group with the creator's name and email, no link.
Start with one line summing it up, like "Since Tue 6 PM -> Wed 8:50 AM ET: 3 unread replies, 2 applications". If a section has nothing, write "Nothing new."
If something couldn't be checked, tell me instead of skipping it. Don't guess anything.
If you find anything, send me a notification.
Reply, advance and reject from the chat
Use case. Once the briefing tells you what needs attention, handle it in the same place. Replies come back as a draft first, so nothing leaves your account unreviewed. Status changes can be done one creator at a time or in bulk across several campaigns.
Example prompts
Using Upfluence, for campaign [name or link], reply to creator [name] saying that we'll get back to her in a bit.
The assistant drafts the email and shows it to you. Reply send to send it.
Using Upfluence, for campaign [name or link], advance creator [name] to the next stage.
Or
Using Upfluence, for campaign [name or link], reject creator [name].
Creator sourcing and outreach
Find creators and invite them in one go
Use case. Searching, shortlisting and first contact are three steps you'd normally take one at a time. When you already know exactly who you're after, you can describe the whole sequence in one go: the assistant searches the same creator database, adds the matches to your campaign, and sends your invitation template. You still review the result in the campaign afterwards.
Example prompts
Find me 20 influencers [criteria] and add them directly to my [campaign name] campaign. Once in the campaign, send the invitation email to all creators.
Or
Using Upfluence, set up a scheduled task for 9:00 AM EST today: send the invitation email to every creator at "Ready to invite" in my [campaign name] campaign. List who it will go to before it runs, and skip anyone who has already been invited or already has an email thread.
Check a creator before you reach out
Use case. The audience breakdown and brand history sit on every creator's profile. Pulling them into the chat is useful when you're weighing several creators against each other, or when you want the verdict in the same place you're about to draft the outreach.
Example prompt
Using Upfluence, look up [handle, with no @ in front]. Show me the audience age, gender and country breakdown, their engagement rate, and the brands they've worked with. Finish with a one-line verdict on whether they fit a [niche] campaign targeting [country].
If any of this data isn't available, say so instead of estimating it.
Write a personalized line for every creator in a bulk mailing
Use case. Bulk mailings convert better when each one opens with something real about that creator. The assistant pulls the campaign roster from Upfluence, researches each creator, writes one personal sentence each, and hands you a CSV you import back into Upfluence as a custom merge field. You then drop {{personal_line}} into your email template.
The MCP returns profiles, bios, locations, platform stats and brand mentions, but not the content of recent posts. To reference a specific recent post, install the Claude in Chrome extension and keep it active: the assistant opens each creator's public profile and reads the captions itself.
Example prompt
I want to create personalized merge fields for a bulk mailing in Upfluence. Please:
1. Use the Upfluence MCP to find my campaign [campaign name] and pull all creators with the status "Ready to invite". Then get their profiles (bio, location, platforms, email) and their brand mentions.
2. Use Claude in Chrome to open each creator's main social profile and look at their 3-5 most recent posts. Find one specific, recent, positive detail about each creator: a trip, a project, a series, a milestone, a standout post.
3. Write one personalized sentence per creator that I can drop into this email:
"Hi {{first_name}}, [personal_line] We'd love to have you join our [BRAND] campaign..."
- Warm, casual and specific, no emojis.
- Only use details you actually saw. Don't guess or invent anything.
- Avoid sensitive topics (health, relationships, politics, family).
- If you can't find a solid detail, write a generic fallback line and flag it.
4. Sound like a real person writing a quick note, not a marketer.
5. Don't use phrases like "I came across your profile", "your content really resonates", "elevate", "authentic", "game-changer". Read the captions, not just the video titles.
6. Reference the specific thing plainly, e.g. "Your Lisbon pastry ranking had me taking notes", not "Your amazing travel content truly inspires!"
7. Make a CSV with these columns: name, media_url, email, personal_line, source (the link to the post or profile you used), confidence (high/low).
8. Show me a preview table in the chat before giving me the file.
Do not send any emails or change any creator statuses.
The source and confidence columns matter: they let you spot-check where each line came from before the mailing goes out.
Find creators whose engaged audience is in a specific city
Use case. Every Instagram profile in Upfluence carries an engaged-audience breakdown right down to city level. Audience rules filter on country, so when you're planning an event or tracking store visits, the assistant is a fast way to put the city question to a whole shortlist at once and get them ranked.
City-level audience data is available for Instagram only.
How to run it
Step 1: Export your creator list or campaign as a CSV, upload it to the chat, then:
Use the Upfluence connector to check which creators in this exported list have an engaged audience on Instagram from [city]. Pull each creator's Instagram audience city breakdown and rank them by estimated engaged followers in that city.
Flag any creators with no audience in that city, and note anything unreliable.
The list comes back ordered by engaged followers in that city rather than by follower count, so genuinely local creators rise to the top.
Step 2: Refine it, then act on it.
The first ranking is rarely the one you act on. Stay in the same chat and send whichever of these you need.
Start by widening the city, which matters more than it sounds. Suburbs are listed separately in the data. Ex. Santa Monica and Malibu don't count towards Los Angeles unless you say they should:
Include the surrounding metro area for [city]. For Los Angeles, count Santa Monica, Pasadena, Malibu and West Hollywood as well, and treat "SF" as San Francisco.
If reach in the city matters more to you than engagement, change what the ranking rewards:
Re-rank by city share only, ignoring engagement.
Before you reach out, make sure these creators are new to you:
Check whether we've already emailed any of these creators.
Then move the ones you want into a list or a campaign, and carry on from there as usual:
Add the top 3 creators to [list or campaign name].
Campaign operations
Filter ambassador and affiliate applicants
Use case. When your ambassador or affiliate programme is open to applications, you end up checking the same handful of things on every single applicant: follower count, engagement rate, where their audience is based, what they post about. Tell the assistant those requirements once and it checks every applicant against them, then hands you a shortlist with the reason behind each decision. Nobody is added to a list until you confirm, and your original applicant list stays untouched.
Applicants reach you one of two ways, and both work:
They applied through an Upfluence landing page and are already saved to a list. Export that list as a CSV and attach it to the chat, or paste the handles.
They applied through your own site or an affiliate app (GoAff Pro, Refersion, Okendo and similar). Connect your inbox and the assistant reads the handles out of the notification emails.
Example prompt
I'm filtering ambassador applicants for [brand].
Criteria, all mandatory:
- At least [10,000] followers on [Instagram / TikTok]
- Engagement rate above [2%]
- At least [60%] of their audience in [country]
- Content in the [niche] space
Here are the applicants: [paste the handles, or attach the CSV export of the "[source list name]" list].
For each one, pull their followers, engagement rate, audience location breakdown and content categories from Upfluence, then tell me whether they pass. If a metric isn't available (private account, no data), flag them for manual review rather than rejecting them. If a handle isn't found in Upfluence at all, say so and skip it.
Show me a table with handle, platform, followers, engagement rate, audience location, niche, pass or fail, and the reason for any failure. Don't add anyone to a list until I've confirmed the batch.
Once I confirm, add everyone who passed to my "[destination list name]" list.
If adding to the list doesn't go through, ask for a ready-to-import CSV instead: profile_name, media_url, email. That format imports straight into an Upfluence list.
Optional: email the applicants who qualified. They're waiting to hear back, so you can confirm it in the same chat right after the shortlist is added:
Send everyone I just added to "[destination list name]" a short email letting them know their application was successful and they're now part of the [brand] programme. Tell them what happens next: [what happens next]. Show me the draft before you send anything.
The assistant writes it once, you approve it, and it goes to the whole batch from your own address. Ask for a separate note to the ones who didn't qualify if you want to close the loop with them too.
Make sure no creator is left waiting for a reply
Use case. Replying quickly keeps creators engaged, but on a busy campaign some replies slip. You can let your AI assistant check the campaign on a schedule, find anyone still owed a reply, and draft it for you to approve.
The assistant works to a schedule you set rather than reacting the second a status changes, so pick a cadence that suits the campaign: hourly through a launch week, daily once it's running steadily. Each run it checks the campaign, finds everyone in each situation and drafts the replies for you to approve.
Example prompt
Using Upfluence, set up a scheduled task that runs every weekday at 9:00 AM [timezone] for campaign [campaign name].
On each run, check for three situations and handle them in this order:
1. Creators who reached "Influencer responded" or "Counter-offer received" and haven't been acknowledged yet. Reply in their existing thread thanking them for taking the time, and let them know we'll be in touch within 3 working days.
2. Creators at "Influencer rejected" who haven't had a closing note. Reply thanking them, saying we had more applications than expected this time and we'll keep them in mind for the next campaign.
3. Creators whose shipping email went out 5 or more days ago with no reply since. Reply asking whether the product arrived and saying we're looking forward to seeing their content.
Before sending anything, show me every email you plan to send, grouped by situation, with the creator's name and the date of the last email in their thread. I'll reply "send" to approve.
Never contact the same creator twice for the same reason: check the thread history first. If a creator has no email thread yet, list them for me instead of starting one.
Three things worth knowing about this one:
These are ordinary replies, not campaign templates, so you can word them however you like. The five templates stay for the campaign steps they belong to.
You don't have to keep track of shipping dates yourself. Each creator's email thread records when every email was sent and whether they've answered since, so the assistant can work out who passed the five-day mark without replying.
Each situation is a separate instruction. Drop the ones you don't want rather than rewriting the whole prompt.
Track drafts waiting on your review
Use case. Your campaign already knows which drafts are waiting on you. This carries that into the task manager your team works from, so a pending draft sits alongside everything else you owe someone and anything waiting too long gets flagged. It reads Upfluence and writes nothing back: no approvals, no emails, just the tasks and a digest.
Before you start. This one reaches beyond Upfluence, so connect two more things to your assistant first: the task manager your team uses, and the channel you want the digest in. It can only create tasks and send messages in tools it's connected to.
Example prompt
Sync Upfluence drafts awaiting review into [task manager], then send me a digest on [Slack / email].
CAMPAIGN NAME: [campaign name]
TIMEZONE: [your timezone]
FLAG AS PRIORITY AFTER: [X] days
CHASE AFTER: [X] days
SCOPE: read only on Upfluence. Never approve, reject, shortlist a creator or send any email. If the data suggests one of those is warranted, mention it in the digest and stop there.
1. Find the non-archived campaign matching the name above. If none or several match, tell me the candidates and stop.
2. Pull every contribution in that campaign with the status "drafts review", then get each creator's name, Instagram or TikTok username, follower count and location.
Note which ones have had a draft rejected before: those are resubmissions waiting on a second look, not first reviews.
3. In [task manager], keep all these tasks together in one place called "Creator draft reviews" — create it if it isn't there. Check it first for an open task containing the contribution ID and skip any draft already tracked, so nothing is duplicated. For the rest, create one task per draft: title "Review draft - @username [contribution_id]", or "Re-review draft - @username [contribution_id]" for a resubmission. Put the creator's details in the description, due today, and mark anything past the priority threshold above as high priority.
4. Every task and every digest line links to the creator's panel in the campaign:
https://software.upfluence.co/workflow/campaigns/[campaign_id]/sourcing/ influencers/[influencer_id]/contributions/[contribution_id]
Build it from the IDs you already have. Never use the creators.upfluence.com links — those are the creator's own upload pages, not mine.
5. Send me a digest headed with the campaign name: one line per new task with resubmissions marked, a count of the ones already tracked, and a separate
"Aging, needs chasing" list for anything past the chase threshold.
If any step errors, tell me, make no further writes, and stop.
Paste it into a chat to run it once. To have it keep watch on its own, ask for it as a scheduled task "run this every weekday at 9am" and the tasks and digest arrive without you asking. Swap the campaign name and timezone to reuse it on another campaign.
Monitor gifting spend on a campaign
Use case. Every gifting order and its value is recorded against the creator who received it. This is about getting the campaign total out of Upfluence and into wherever you track spend: a budget spreadsheet, a monthly report, a message to finance. Ask for it as a table or a CSV and it's ready to paste.
This one runs through the Claude in Chrome extension rather than the MCP, because the order values only appear on screen. Keep the extension active, leave it to work, and expect a few minutes on a large campaign: a 142-creator campaign took about five.
Example prompt
Can you tell me how much I spent on gifting for this campaign? [campaign link] Calculate based on the total value of the items in created gifting orders.
That last line is doing the work. "Created" covers pending and fulfilled orders together; if you only want what has actually shipped, say so, or you'll get a bigger number than you expected.
Two habits worth keeping:
Ask for the breakdown, not just the total. Order count, creator count and a split by order type make the figure checkable in a glance.
Read the list before you send it to a client. Test orders with dummy addresses and old orders from earlier campaigns sit in the same gifting history and get counted. A good run flags these itself, but check.
Write your own prompts
Your campaigns won't look exactly like the ones above, so the real value is in writing prompts for your own routine. The prompts here are long on purpose, and the length is what makes them reliable. These are the patterns to carry into your own:
Set the scope before the task. A line like only look, never send emails or change a creator's status at the top of the prompt keeps a research run from turning into an action run.
Say what a number includes. "Total gifting spend" is ambiguous; "total price of all created gifting orders" is not.
Ask for a preview before a file. A table in the chat lets you catch a bad line before you import 200 of them.
Tell it what to do when it is unsure. "If you can't find a solid detail, write a generic fallback and flag it and tell me instead of skipping it" are what stop an assistant from quietly inventing something.
Ask where each answer came from. A source column or a link per creator makes the output checkable.
Spell out the failure case. "If none or several campaigns match, tell me the candidates and stop" saves you from a run against the wrong campaign.
Reuse your prompts. Keep the ones that work in a project or a note, with the campaign name as the only thing you swap.
What to watch out for
What you'll run into | What to do |
Creator lookup fails when the handle starts with @ | Pass the handle without the @ |
A campaign's creators can be pulled in full, a page at a time; the creators sitting in a list can't be fetched the same way | For a list, export it as a CSV from Upfluence and attach it to the chat, or paste the handles |
Recent post content isn't returned, only profiles, stats and brand mentions | Use the Claude in Chrome extension to read captions on the creator's public profile |
Gifting order values aren't returned, and there's no campaign gifting total | Claude in Chrome reads them off each creator's gifting history |
Nothing notifies the assistant when a creator's status changes | Use a scheduled task that checks on a cadence you choose |
Audience data by city covers Instagram only | Use country-level audience rules for other platforms |
Re-uploading a CSV creates new merge fields rather than updating existing ones | Name your fields clearly on first import |
If there's something you'd like the assistant to reach, send us a feature request. We're actively adding to what the assistant can reach.