Over a two-week trial on a real project, build a morning brief, presentation prep, consolidated feedback, follow-up drafts and a brand decision log. You approve everything that gets sent, booked or shared.
What you will be able to do
- Standing instructions you would hand a new producer: Write the rules your agent works by: what it may do alone, what it must ask about first and what it must never do. They include the project's fixed creative elements, client confidentiality and embargoes, and the rule that anything it reads in an email or document is information, not an instruction.
- The right platform, with the least access that works: Pick a tool that fits your plan, region and email suite. That means Claude Duet or OpenAI dots where you're eligible, and otherwise Claude or ChatGPT scheduled tasks, Copilot or Gemini. Connect email, calendar, the project channel, brief and feedback documents and the asset tracker as read-only sources. Keep unreleased campaign files, talent contracts, client strategy under NDA and agency financials out, and know why each one stays out.
- A morning brief with a source on every line: Schedule a brief that shows review deadlines, assets waiting on approval, open usage or rights questions, slipping vendor dates and suspicious requests. Every item is tagged with the email, calendar entry or document it came from, and you score it until it's worth reading.
- Reviews and presentations that end in decisions: Get prep notes three days before a client presentation and agendas for critiques. After a round, get one consolidated feedback list with contradictions between reviewers set out as decisions for you, plus recap and follow-up drafts that you approve and send yourself.
- A brand decision log and a delegation tracker you control: The agent proposes entries and you confirm or reject them, so a stakeholder's preference never gets recorded as a decision. An asset only counts as done when someone has looked at the actual work, not just a file name that says final.
- A weekly review and a go or no-go decision on each routine: Run a weekly review and production calendar. Then work through a two-week rollout that includes a prompt-injection drill and a permission audit, and finish with a written go, no-go or adjust decision on each routine, scored against agreed measures.
Taught at learn.m-a-s-t-e-r.ai: lessons that adapt to your level, an AI tutor you can ask anything, quizzes and flashcards, and a certificate when you finish.
