Set Up Your Adspirer Project (ChatGPT, Claude, Cowork, Codex)

The best way to run ads with Adspirer is a project — a persistent workspace with instructions, context, memory, connectors, and scheduled tasks. How to organize it by client or by channel, what to put in each part, and how to have the agent build your setup for you.

The best way to run ads with Adspirer isn’t a one-off chat — it’s a project. Every AI client worth using for ad ops (ChatGPT Projects, Claude Projects and Cowork, Claude Code, Codex) has the same idea: a persistent workspace that remembers your setup so the agent starts every task already knowing your accounts, your rules, and your goals.

Set it up once and the difference is night and day: no re-explaining your brand each session, no guessing which account, and the agent can run on a schedule while you’re away.

Not connected yet? Connect Adspirer in your client first — ChatGPT, Claude, Cowork, Codex — then come back here to structure the project around it.

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

Golden rule: instructions are rules, context is data. Put procedures and your constitution in Instructions; put files the agent should read in Context. Don’t paste data into Instructions or drop playbooks into Context.

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

One project can manage multiple ad accounts. The rule that keeps automation safe is one writer per portfolio — never point two scheduled tasks at the same campaigns. See running multiple accounts.

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.

Then name your north-star metric (a target CPA, ROAS, or contribution margin) — the one lens the agent optimizes toward — and, if you’re in a regulated category or have locked creative, a line about compliant copy (approved exemplars in, new claims to review first).

Copy-paste: starter project instructions

# Project Instructions — <Brand/Client> Paid-Media Ad Ops (Adspirer)

## Your role
You are the ad-operations agent for <who>. You traffic, verify, monitor, and optimize campaigns
through the Adspirer MCP connector. Humans decide WHAT to run; you build it EXACTLY as specified,
verify it, and flag anything that isn't right.

## What we're optimizing for
- Goal: <leads / sales / ROAS / a specific CPA>
- A conversion is worth: <value>
- Channels + accounts: <the real, connected ones — name the exact account IDs>

## Golden rules (never break)
1. Nothing goes live without a human. Create every campaign PAUSED. Never enable or launch.
2. Money needs a yes. No budget raise, bid change, or resume without explicit approval, numbers first.
3. Validate, don't edit. Copy over a platform limit? STOP and report the field and length.
4. Read before you write; verify after — report what actually exists, not what you asked for.
5. Never invent a number. If a tool fails, say so.
6. Budget units: Google = dollars, Meta = CENTS, others = account currency.

For the full always-on version — the standard operating loop, handoff items, and the interactive-vs-scheduled monitoring split — see Cowork for Ad Ops.

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.