# Create Marketing Plan

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### Summary

This automation allows you to insert event information a pre-made marketing plan template and download it as a PDF or an editable DOC/XLS file.

### Set Up

Your account manager will work with you to recreate your existing marketing plan design in Sparrow.

### Included in Plans

Pro, Enterprise

### **Additional Information**

* Marketing Plan Templates can be customized to be either Document-style or Spreadsheet-style.  Spreadsheet-style templates can contain additional formulas, for example having a "totals" column summing up all spends.
  * Spreadsheet-style templates can pull in "Planned Spends" from your Expense tab in addition to event data.
* Marketing Plans can be exported as a PDF or editable DOC/XLS file
* [See a list of supported merge tags here.](/more-info/supported-merge-tags.md)


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://learn.getsparrow.co/features/automations/create-marketing-plan.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.