Help us build the
right thing first.

Your name, role, and team

Which products and markets are you directly responsible for?

Be specific — this tells us which ad accounts, data pipelines, and tools to connect first

Volume snapshot — roughly how many right now?

Ballpark figures are fine

Who else touches your workflow — from brief to live ad?

Include everyone in the chain — who gives you briefs, who you hand off to, who reviews before launch

How long do these tasks take today vs your ideal?

Include data collection, formatting, re-running prompts, chasing files — not just the AI part

Which two tasks would you most want to get time back on?

Pick your top two — these become our highest-leverage targets

Describe the most useful AI workflow you've built or used — even if scrappy.

What does it do, what inputs does it need, what does it output, how often do you use it?

What have you tried that didn't work — and why do you think it failed?

Be honest. "It gave generic outputs" is useful. "It hallucinated data" is even more useful.

How do you set Claude up before starting a task?

Which data sources do you currently pull from manually? Tick all that apply.

If three sources were auto-connected to Claude — which three would change your week most?

Think about what you export most often, or what takes longest to collect before you can start analysing

How do you define a winning ad? What specific metrics or thresholds matter to you?

This tells us what any automated reporting needs to measure. Be specific — "good performance" isn't enough.

Walk through exactly how a new ad gets made — from first idea to live in Ads Manager.

Who does what, which tools are touched, where things slow down, how long each handoff takes

When a test fails, how do you figure out why? Walk through your actual process.

Is there a system, or gut feel? Where is the data and how long does working it out take?

Is there a record anywhere of what angles, hooks, or formats you've tested and what happened?

Which tools are you currently using to manage briefs, tasks, and creative tracking?

Tick everything you actively use — even if it's just a personal spreadsheet

If we built one central place for briefs, test results, and creative tracking — which platform would you actually use?

The best platform is the one people will actually open every day — be honest

Rate how painful each gap is right now.

1 = barely notice it  ·  5 = costs me real time or performance every single week

In the read-only pilot, what specific reports would be most useful for Claude to pull automatically?

Think: what do you check every Monday morning, or what data takes longest to pull manually before you can start work

What would need to be true for you to be comfortable with Claude eventually pausing a fatigued ad set — notification only, no manual approval?

This shapes the guardrails before we ever touch write access

If Claude generated a weekly briefing from your Meta account — what would you always want it to include?

Rank these six initiatives — assign each a unique number from 1 (most urgent) to 6 (least urgent).

Each number can only be used once. If it's not relevant to your role, rank it 5 or 6.

Duplicate number — each initiative needs a unique rank 1–6.

For your #1 initiative — what does success look like in 8 weeks?

Not "it works" — what specific metric, workflow change, time saving, or decision would be different?

What's the one thing that would make you stop using an AI tool after trying it?

This helps us build quality checks into the right places from day one

Are you available the week of 14 May for a 45-min alignment session?