7 Claude CoWork Workflows Every Creative Strategist Needs in 2026 transcript

This is how I use Claude Co-work as a creative strategist [music] and a creative agency owner. So, my agency is making over 1,000 creatives every single month for our clients and these are the automations that are keeping us on top of client work, making sure that we deliver quality [music] creative on time, no AI slop here, and also just staying sane. We're going to go through several of my favorite automations and workflows starting from the more simple graduating to the little bit more advanced.

[music] And then note here, too, that everything in this video is going to be done using Claude Co-work, not chat. Now, I have been a huge fan of this tool since Anthropic launched it a few months ago because it really enables me to get real work and deliverables done and not just getting information from a chat interface. And this video is sponsored by Anthropic, which is such a dream for me because I have shared so many of my Claude workflows on Instagram [music] and YouTube.

So, to be able to partner with them in this capacity is like something I had on my vision board this year. So, thank you [music] so much. Now, the first thing that I want to talk about are daily briefs. So, I have a series of daily and weekly briefs that keeps me moving really quickly, especially as someone who has multiple businesses. And this is stuff that I was all doing before, but really took up hours and [music] hours of my time and made me feel really fractured, especially as someone with an ADHD brain.

So, let's first talk about my daily sweep. This is my personal daily briefing that pings me directly in Slack every single morning at 8:00 a.m. But actually, I am currently in England. So, what I'm going to do is I'm actually going to open up Claude's Dispatch or remote so that I can actually alter this task, right? Cuz I'm currently filming this video and I'm seeing, "Oh, actually I'm getting ready to show you guys these briefings and the time's a little off." So, I'm going to go in here and tell it, "Hey, for this automation, we need to make sure that it's actually pinging me 8:00 a.m.

England time." So, let's go ahead and do that. But yeah, you can see I didn't actually get mine this morning. It's 11:30 UK time. So, I'm having Claude work on that now via remote. But you can see yesterday's sweep actually. You can see how it's categorizing things by urgent, needs reply, and watch. And if you hop into this thread right here, you can see, "Oh, okay. This is something that was from a client channel." But we already have the draft prepopulated.

So, it's really simple for me to go in and boom, boom, boom, send off [music] those replies as I need to. What I love about this, too, is that it has a total time to clear. Now, the thing I want to flag about setting up this type of automation is you are going to have to make sure you have your connectors set up in Claude. So, the ones that you're going to need for this specific automation are going to be your Gmail and your Slack connectors.

And if you're also doing a lot of work across the project management tool like Asana or Notion or ClickUp, you're also going to want to have that connected, too, so that it can be a part of your daily briefing system. Now, I know what you're thinking. Okay, how do I get this set up? What I actually think is potentially more interesting than this briefing system itself is actually how I came to create it. What I think is a really interesting shift over the last few months, especially since my last Claude co-work video, is how much working with AI has become more of a conversation versus a prompt-based experience.

So, I actually sat down with Claude a number of weeks ago and I was like, "Okay, you've worked with me for a few months. You know me pretty well. Here are the things that I see as my biggest friction points throughout my work day and my life. But what do you see? What type of automations do you think are going to have the biggest impact for me?" And then I told it to rank it by the ones that it thought it was going to have the biggest impact and save me the most time throughout my day.

And it was through this conversation that I was able to actually get the suggestion of this daily brief. And it was as easy as me then saying, "Hey, let's do number one." There we go. The remote was able to change our daily briefing system. Now, another automation that I made from the same conversation [music] with Claude is the client watchdog channel. And the leadership team at PGM loves this because essentially what it does is every 4 hours it scans our entire Slack workspace.

And paying particular attention to our client channels is able to cycle up conversations that haven't been responded to within the last 3 to 4 hours. And again, the prompt that I used to actually facilitate this was super simple, but I also had Claude generate another one for you guys if you want to implement it into your own workspace. Now, the big impact for me, especially as someone who spends about 50 to 65% of my time working on the agency and the other 35% of my time working on content and working on my other businesses is that sometimes I'm not always clued in on the day-to-day of what's going on with a specific client or brand.

But, this has helped me so much to really have that eagle eye on client health and be able to flag, "Hey, you know, this thing didn't get answered after 24 hours. What's going on here?" Now, two other briefing systems that I have set up that [music] are a massive massive help. Number one, weekly creative delivery reports. And this is going to be used connecting your Notion and your Slack. It's going to really depend on your own creative operations, but we are doing most of our work in Notion while the communication happens primarily in Slack.

[music] And what this weekly creative pace report actually tells me is, "Hey, this is the number of creatives we actually delivered. This is how we are on pace for deliverables for the month for the client." And something else that we're in the process now is actually adding when these creatives get launched in the ad account, which is possible through our Motion MCP, as well as the Meta Ads MCP. And what I like to do, too, for this one is have it trigger me both on Friday afternoon and Monday morning.

So, on Friday afternoon, I like to have a shorter report so that I can see from a bird's-eye view, okay, these clients are well on pace or if nothing was delivered that week, that's a bit of a red flag for me and I can quickly check in with my team about it. Because, hey, we're expected to do weekly client deliverables. And it's actually on Monday morning when I'm getting that full debrief so that I can also click into the actual creatives that were delivered.

Okay, now I want to go up in here and talk more about our automated reporting with Kloud. This is actually where I feel we have made the biggest headways with Kloud and I'm particularly really, really proud of one of these automations. But first, I want to show you how we are automating our client reporting week to week. So, here's an example of our internal weekly creative strategy reports. And this is being pinged to our internal channel every single Monday morning so that our team can really understand which creatives are currently moving the needle.

Now, the way that we were able to create this report was quite simple. We were only using this prompt, but we're also utilizing the Motion MCP here as well to get that data. But you can also just use the Meta Ads MCP if you don't have Motion. But the things that we're really looking at here is number one, where is the money going in terms of the distribution across the different creatives? Or is there something that rose up in the ranks over the last 7 days?

Did we get a new hit? And I also really like how it's pulling out specific learnings. And since we've been able to develop a number of Claude skills as well to help us analyze creatives in the way that our strategist analyze creatives, we were able to have the specific automation use that skill so that these learnings are even more impactful. However, by far, my favorite strategy report that we've been able to automate using Claude has been our agency leaderboard.

Now, this is actually something that I really wish that I've had in my last 10 years of leading agency teams, but essentially what this does is it shows the amount of ad spend that is going through not just our creatives as an agency as a whole over the last 30 days, but it's also able to break down the ad spend per creative strategist and per video editor. So, you can see here we have the agency leaderboard which shows our data across all clients.

It's really cool to be able to break down between creative strategists and video editors, which clients they're working on, where they're having the most impact. Same thing for creative strategist. And I also particularly love being able to see the top concepts agency-wide to see, okay, what type of trends are there across our clients and the top performers? And really, how much business impact are we having or are my creative strategists or video editors having as a whole?

The other thing that I really like about this is you're able to zoom in on specific clients to really see, okay, what are those concepts spend by spend? And how are the editors and creative strategists ranking? Now, I know, like when I was actually presenting this to the team, I was like, this is not meant to put people on the spot. It's not meant to call certain people out. It is meant to celebrate fantastic work, and since we have fantastic creative strategists and we're onboarding more and more every single month, this is something that I think does invite a little bit of healthy competition, but I know that that is, you know, maybe a hot take.

I'm kind of curious to hear your responses for that. This automation was so simple for me to set up, but it was probably the one that had the biggest impact. All that I had to do was tell Claude, "Hey, I want you to create a PGM leaderboard that shows the ad spend across our clients and filters it by video editor and by creative strategist." And it's been so easy to edit this, too. Like last night I was like, "Oh, I want to add hit rate in there." Easy.

Now, one of my favorite tips recently, especially when you're building out complex reporting like this, is I actually like to give AI an extended [music] deadline to complete the work. And maybe it's because I love the idea of my robots doing work for me when I'm away from my computer. I will actually tell Claude, "Hey, I'm going to be away from my computer for the next 2 to 3 hours. Take your time to build out this report and double-check your work two or three times so that we really know that we have the right data." And actually have it tell you when it found errors in its own previous reporting.

This is something that you can do across any platform, and it's something that I've really started to implement in my work with AI. And the next use case that I wanted to talk about is my update for analyzing ad libraries. So, many of you remember this ad library analysis from my previous Claude co-work video. And unfortunately, a few weeks with me publishing this video, I noticed that many subscribers were having a hard time actually getting Claude to look at the ad libraries.

And there were several other problems that rose up because of this, right? Claude wasn't actually watching the videos. It wasn't even looking at the transcripts in many instances. But using the Motion MCP, which actually does look at videos frame by frame, not just looking at the transcripts, we're able to get a much better cohesive analysis now. So, for instance, I did this a dive on Grounds, and what I really like to zoom in on these is number one, looking at the creative velocity.

So, how many ads were launched in the last 90 days? 2,000 ads? That is insane. I also really like seeing the average lifespan of a creative, which tells me that Grounds is not buying into the just leave the ad on hype. They are killing things that are not making them money. [music] And I also think it's interesting that they have such a high unique concept rate. Now, the reason why running these reports is you're really able to get an understanding of where they are pulling their resources in terms of format.

So, here you can see they are doubling, tripling down on this Yapper style format, and it makes total sense, especially for supplements. The other thing I really love about these reports is being able to understand what their core messaging drivers are. And unsurprisingly, we're really looking at a scientific based approach with Grounds, especially focusing on gut health, and bloating, and the ingredients, which makes a lot of sense cuz supplements are incredibly, incredibly competitive.

So, a lot of customers are really going to need that scientific like badge of approval to get over the finish line of making that initial purchase. I also really like this. I did not tell Claude to do this, but it pulled out phrases that they can't stop reusing. Okay, a little objection handling with the too expensive. Your favorite daily habit. I also really like the way they did these personas, right? You can see, all right, here's the GLP-1 user.

Here's the perimenopause woman. And what I like, too, is how they are showing the breakdown of the percentage of those creatives. So, the GLP-1 user only technically has 7% of their ads, whereas the gut health girly is about twice that amount. But, I think a flag for Grounds here is the deal primed masses, and how much they are really leaning into those percentage off offers to get people to buy on D2C. And you know what's so funny, they are calling out here that the family story is missing in ads.

And when I did this video for them breaking down their entire creative strategy, that is the exact same thing that I called out. So, probably because Claude has so much context in the way that I think about creative and even a little bit how I think about Grown's creative, it's really cool to see that being reflected here. Okay, now the final thing that I want to say when it comes to working with Claude co-work, and especially again, going back to that big change that I've seen over the last few months, really spending hours per day utilizing this platform.

It's become a lot more akin to being a daily driver for me, right? So, instead of thinking of specific prompts and use cases, I'm really starting to adapt it into the flow of my everyday work. So, for example, I was recently onboarding a client, and as I was going through their research, and even having Claude deployed to scrape their website for their reviews, scrape their Amazon to put those into a sheet, I was also utilizing Claude to help build out evidence that I was researching on my own.

Because I really believe as a creative strategist, you cannot have AI do all the research for you. You really need to get your hands dirty. But, as someone who actually has lost jobs in the last decade because I wasn't good at Excel, being able to work with Claude to actually build out a sexy Google Sheet that like had a complete breakdown of the reviews and of the content that I was pulling was so empowering as someone who like could never quite get into the nitty-gritty of like this type of [music] like data analysis like spreadsheet work, it was never for me.

And what's so cool, too, is I'm able to reformat that really really quickly for things like presentations. So with this spreadsheet, right, as I was giving my feedback to Claude and it was immediately implementing it to it, I was also just as easily able to say, "Hey, actually, can you turn this into an app so that I can review it visually with my team?" [music] I think that is where I'm finding the most power right now in this platform and really thinking about it more as fluid into my workflow as opposed to, "Okay, here are the prompts and workflows that I need to make." And really trying to integrate it more into my day-to-day.

Now, for those of you that are Claude-obsessed and really want to continue learning, I actually did an interview with one of my favorite AI experts [music] recently where he showed me his step-by-step process for making landing pages using Claude code. And I know what you're thinking, "Well, I can do code work, but I can't do code." That's exactly what I thought. I built a sexy landing pages in Claude code and like I'm not a Claude code girly, but this tutorial broke it down so easily for me and really empowered me as a creative strategist to be like, "Wow, like I can actually own way more of this acquisition funnel." Which is where I really think the industry [music] is going to be moving, but more on that soon.

And again, thank you so much to Claude for sponsoring this video. Really a dream come true. >> [music]