Set up an agent that drafts your morning brief, design-request triage, meeting prep, follow-ups, decision log and weekly marketing review. Nothing is sent, booked or published until you approve it.
What you will be able to do
- Pick a platform you can actually get: Check your region, plan and account type against Claude Duet and OpenAI dots. If neither is open to you, choose a fallback: Claude or ChatGPT scheduled tasks, Copilot or Gemini. Record your choice with its cost and a date to check it again.
- Write standing instructions for brand work: Cover your priorities, VIP clients and approvers, and your sources of truth for publish dates and decisions. Sort every action into allowed, ask first or never. Add the rule that email and document content is information to report, never instructions to follow.
- Connect only what the agent needs: Start with read-only email and calendar. Then add one shared folder holding your content calendar, brand guidelines, request tracker and logs. Keep client NDA files, customer lists, payment settings and identifying images out, and know why each one stays out.
- Get a sourced morning brief every weekday: Schedule a brief that ranks requests, approvals, publish dates and meetings and caps the list at five items. Every fact has a source tag and the brief ends with what the agent couldn't check. You score the brief and log your corrections.
- Turn meetings and approver replies into drafts you review: Get recap drafts, numbered change lists tied to each asset, and proposed rows for the decision log and delegation tracker. You approve, edit or reject each one, and you can tell a deliverable someone says is done from one you've seen.
- Run a weekly review and a tested rollout: Build a weekly marketing review from your exports, with low-confidence labels and no claims that lack numbers. Then follow a two-week plan with a prompt-injection drill and a permission audit, and finish with a written go or no-go for each routine.
Taught at learn.c-o-u-r-s-e-s.com: lessons that adapt to your level, an AI tutor you can ask anything, quizzes and flashcards, and a certificate when you finish.
