ResourcesPlaybooksBuild Your AI Marketing Ops System in 45 Minutes
Playbook·Apr 2026·13 min read

Build Your AI Marketing Ops System in 45 Minutes

For marketing leaders who want AI outputs calibrated to their brand from the first prompt, this playbook walks you through standing up a persistent Claude Co-Work marketing ops system in 45 minutes. You download the step-by-step build, the copy-paste setup prompts (workspace setup, campaign brief skill, competitor research brief, proposal workflow), and the tiered manifest file structure your team can reuse.

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What you'll learn

  • Set up a dedicated local Claude Co-Work workspace and grant file access scoped to one folder
  • Write a claude.md foundation file plus a 3-tier manifest so every session starts with your brand, ICP, and output standards already loaded
  • Build your first reusable skill, a campaign brief generator, as a shareable markdown file your whole team runs the same way
  • Connect external tools through MCPs to pull live data from LinkedIn, your CRM, Slack, Notion, and call recordings
  • Stack skills into a scheduled workflow, like a Monday 6am content brief that compares your LinkedIn feed against a competitor's and saves a DOCX
  • Share skill files across teammates over GitHub, Slack, or email so everyone produces the same structured output
  • Sidestep the common build mistakes, including skipping the foundation layer, using cloud-synced folders, writing skills too broad, and granting permissions too widely

Summary

The system is built on a Persistent Context plus Stackable Skills framework. You create a root folder with foundation files (claude.md and a tiered manifest) that Claude reads before every session, so it already knows your company, ICP, and quality bar. From there you build discrete skills as markdown files, connect live tools through MCPs (LinkedIn, CRM, Slack, Notion, call recordings), and stack those skills into scheduled workflows that run on their own. Instantly used the same tools and automation frameworks to rebuild their content production system and published 218% more content with the same headcount. A process that took a team 4-6 hours now runs in minutes.

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