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WEEK 02
Marketing
May 23, 2026
58 min

Build an AI marketing agent that posts for you every day

How to set up Claude Cowork as your in-house marketer - the folder structure, the prompts, the design references, and the scheduling trick that runs it on autopilot.

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About this session

What we covered

Most tax pros know they should be posting on social media. The problem isn't the strategy - it's the time. This session shows you how to set up Claude Cowork as your in-house marketer, give it context about your business, train it on your brand, and have it produce social carousels for you every single day.

SmartWiz walks through it live - folder setup, the prompts, the design references, the scheduling trick to put it on autopilot. By the end, you'll have a working AI marketing agent that knows your voice and posts without you lifting a finger.

Short on time? Here's what you'll walk away with

How to set up your Cowork folders so AI can find what it needs (Context, Output, Projects)

The interview prompt that turns Claude into your in-house marketer

How to give it design references so your carousels look like YOU, not generic AI

The scheduling trick that runs the whole thing on autopilot every day

Prompts from this session

Copy and paste - these are the exact prompts we used

1

Marketing context interview prompt

This is a marketing workspace for the brand SmartWiz. Help to create 3 marketing context files: 1. brand-context.md 2. brand-voice.md 3. ideal-customer-profile.md Ask me questions using AskUserQuestion tool with no more than 20 questions. If I give an answer that is unclear, ask to clarify. If something reveals a genuine insight or tension, follow up on it before moving on. Cover these areas across the interview: BRAND & BUSINESS - Brand name, what it does, the one thing it's actually known for - Revenue model and current growth stage (pre-revenue, scaling, - Top 1-2 priorities this quarter OFFER & POSITIONING - Core products/services, which one is the focus right now - Why customers actually choose this over alternatives (not the pitch, the real reason) AUDIENCE - Who is the primary buyer, be specific (role, company size, situation) - What trigger makes them start looking for a solution - Common objections or hesitations before buying VOICE & TONE - How should the brand sound? (Give me an example or a comparison) - What should the brand never sound like? MARKETING STRATEGY - Active channels right now and what has actually worked - What is not working or not being done, and why After the interview, generate all three files: brand-context.md - Business overview, positioning, competitive context, current priorities. End with 5-7 numbered rules for how to handle marketing tasks for this brand. brand-voice.md - Tone, vocabulary, do/don't patterns, example phrasing. Written so any AI or teammate can match the voice immediately. ideal-customer-profile.md - Primary persona with demographics, psychographics, buying triggers, objections, and where they spend time online. Format: condensed prose and bullets. No raw Q&A dumps. Only include information that would actually change how you approach a marketing task. Each file under 200 lines Save all 3 files inside the _context/ folder.
Show full prompt
This is a marketing workspace for the brand SmartWiz. Help to create 3 marketing context files: 1. brand-context.md 2. brand-voice.md 3. ideal-customer-profile.md Ask me questions using AskUserQuestion tool with no more than 20 questions. If I give an answer that is unclear, ask to clarify. If something reveals a genuine insight or tension, follow up on it before moving on. Cover these areas across the interview: BRAND & BUSINESS - Brand name, what it does, the one thing it's actually known for - Revenue model and current growth stage (pre-revenue, scaling, - Top 1-2 priorities this quarter OFFER & POSITIONING - Core products/services, which one is the focus right now - Why customers actually choose this over alternatives (not the pitch, the real reason) AUDIENCE - Who is the primary buyer, be specific (role, company size, situation) - What trigger makes them start looking for a solution - Common objections or hesitations before buying VOICE & TONE - How should the brand sound? (Give me an example or a comparison) - What should the brand never sound like? MARKETING STRATEGY - Active channels right now and what has actually worked - What is not working or not being done, and why After the interview, generate all three files: brand-context.md - Business overview, positioning, competitive context, current priorities. End with 5-7 numbered rules for how to handle marketing tasks for this brand. brand-voice.md - Tone, vocabulary, do/don't patterns, example phrasing. Written so any AI or teammate can match the voice immediately. ideal-customer-profile.md - Primary persona with demographics, psychographics, buying triggers, objections, and where they spend time online. Format: condensed prose and bullets. No raw Q&A dumps. Only include information that would actually change how you approach a marketing task. Each file under 200 lines Save all 3 files inside the _context/ folder.

2

Carousel design system builder

Analyze my brand materials and reference carousels to build a carousel design system. 1. Brand analysis: Scan everything in my context folder. Extract all of the primary brand colors, the secondary colors, and the accent colors. The typography style. The visual tone. The logo usage patterns and brand name formatting. Any recurring design patterns that you might find either in the references or the context. 2. Also check out any references that you may need of things that we've already done or already built. 3. Look at layout patterns, background patterns, recurring UI components, the typography, and how all information is set. Make sure to always look at all of the brand assets that you can find in references. The last step is to build the project instructions, combining both analyses into a complete, copy-paste-ready project instruction that works as a self-contained carousel design system. The instructions should include the role definition. You are the carousel design system for social media user input collection, which is just what to ask the user before generating, right? A topic, a slide count, aspect ratio, content source, any images to include and then the color system, which is derived from the brand and finds the full token palette.
Show full prompt
Analyze my brand materials and reference carousels to build a carousel design system. 1. Brand analysis: Scan everything in my context folder. Extract all of the primary brand colors, the secondary colors, and the accent colors. The typography style. The visual tone. The logo usage patterns and brand name formatting. Any recurring design patterns that you might find either in the references or the context. 2. Also check out any references that you may need of things that we've already done or already built. 3. Look at layout patterns, background patterns, recurring UI components, the typography, and how all information is set. Make sure to always look at all of the brand assets that you can find in references. The last step is to build the project instructions, combining both analyses into a complete, copy-paste-ready project instruction that works as a self-contained carousel design system. The instructions should include the role definition. You are the carousel design system for social media user input collection, which is just what to ask the user before generating, right? A topic, a slide count, aspect ratio, content source, any images to include and then the color system, which is derived from the brand and finds the full token palette.
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