The parts of a project
Whatever the client calls them, a good project has five parts. Keeping them separate is the most important setup decision.| Part | What it’s for | Where it lives (Claude / Cowork) |
|---|---|---|
| Instructions | The agent’s always-on constitution: role, goals, hard rules | the Instructions field |
| Context | Your data: brand docs, target CPAs, feeds, naming conventions | the Context folder |
| Memory | What the agent learns as it works — reused across sessions | Memory (leave it on) |
| Connectors | Adspirer plus your notification channel and brief source | the + → Connectors menu |
| Scheduled tasks | The same agent, run unattended on a cadence | the Scheduled panel |
Choose your structure: by client or by channel
This is the decision that shapes everything. A project is a boundary, and the right boundary depends on how your work is organized — around whose ads, or which platform. Pick the axis that varies most for you; pass the other one in as context inside the project.| Who you are | Structure | A project is… | Inside it |
|---|---|---|---|
| Agency, account-managed — one manager owns a client end-to-end | By client | one client | that client’s channels (Google + Meta + …) |
| Agency, channel-specialized — a Google team, a Meta team | By channel | one platform | all the clients on it |
| Single brand / in-house — several platforms | By channel (or one project if lean) | one platform | your own channels |
| Freelancer / consultant — a few clients | By client, one each | one client | that client’s channels |
Fill each part
Instructions — the constitution
The instructions make safe behavior the default, so you never babysit the agent. The non-negotiables for ad ops: confirm before building, create paused, never launch, validate copy, don’t edit it, read before you write, and money needs an explicit yes. Set the agent’s default mode to how you actually work:- Builder-executor — you hand it approved briefs and want campaigns built, verified, and monitored. Copy stays locked; it validates but never rewrites.
- Advisor-overseer — you want the portfolio truth and the decisions; it analyzes and proposes, builds only on request, and the budget calls stay yours.
Copy-paste: starter project instructions
Copy-paste: starter project instructions
Context — what to upload
Give the project the data that makes it sharp:- Brand / voice guidelines (so generated copy sounds like you)
- Target CPA / ROAS by campaign or product line
- Your product feed, offer list, or the thing being advertised
- Naming conventions (campaign / ad-group / UTM structure)
- Audience definitions and exclusion lists
- A recent performance export as a baseline
- Any approved creative that must be used verbatim
Memory — leave it on
Project memory lets the agent reuse prior builds, naming conventions, and decisions across sessions. It’s scoped to the project and private to you. Turn it on and let it accumulate.Connectors — Adspirer is the must-have
- Adspirer (
mcp.adspirer.com/mcp) — the one that matters. Toggle it on and link the exact ad accounts you’ll work in. - A notification channel (Slack or email) — so scheduled tasks can report every run.
- Your brief source (Google Drive, a sheet) — optional, if your specs live there.
Let the agent build your setup for you
You don’t have to fill any of this in by hand. Ask the in-app assistant, or email our agent Otto, something like:“What’s the best way to set up my Adspirer project?”It reads your connected accounts — and any brief, brand doc, or screenshot you share — and generates a setup tailored to you: a project title, ready-to-paste instructions, a prompt library naming your real campaigns, scheduled-task prompts, and a documents + connectors checklist. The docs on this page are the map; the agent fills it with your reality.
Where each part lives, by client
| Part | ChatGPT Projects | Claude / Cowork | Claude Code / Codex |
|---|---|---|---|
| Instructions | Project instructions | Instructions field | AGENTS.md / project instructions |
| Context | Project files | Context folder | repo / working folder |
| Memory | Memory | Memory | files persist on disk |
| Connectors | Connectors | + → Connectors | MCP config / connectors |
| Scheduled tasks | Scheduled tasks | Scheduled | Routines / Scheduled tasks |
Keep it running
The payoff of a project is automation: a Monday scorecard, a mid-month pacing check, an alert when CPA drifts. That’s the next step.Automate with scheduled tasks
What each client calls it, how to write a recurring prompt, and what a schedule costs.
Cowork for Ad Ops
The full always-on setup: the safety model for unattended, self-optimizing tasks.
Agent Skills
The skills that ride inside your project and do the actual campaign work.
Running multiple accounts
Manage many clients or channels without letting automation collide.

