Scheduling actions and reports through Claude and ChatGPT
Quick answer
Claude and ChatGPT can both run a prompt on a schedule. Write the prompt with the Agency AI connector enabled, set the recurrence, and the assistant runs it for you: a Monday morning performance summary, a daily pacing check, a weekly pause of ads with no purchases. Reports are safe to automate. Actions that change your ads should be scoped tightly, because the assistant does exactly what the scheduled prompt says.
In Claude
- Start a chat with the Agency AI connector enabled and test your prompt once. Confirm the answer is what you want.
- Open Claude's scheduled tasks and create a new one. Paste the prompt, keep Agency AI enabled, set the schedule.
- Claude runs it and the result appears as a new chat at the scheduled time.
In ChatGPT
- Test the prompt once in a chat with the Agency AI connector on.
- Ask ChatGPT to schedule it, or create a Task and paste the prompt. Set the recurrence.
- ChatGPT notifies you when each run completes.
Prompts worth scheduling
| Schedule | Prompt |
|---|---|
| Monday 8am | "Summarize last week's Meta and Google performance: spend, revenue, ROAS, top 3 ads, bottom 3 ads. Compare to the week before." |
| Daily 9am | "Am I on track against a $6,000 monthly budget across both platforms? Flag any campaign that spent more than $100 yesterday with zero purchases." |
| Friday 4pm | "Pause any Meta ad that spent over $75 in the last 7 days with no purchases. List what you paused." |
| 1st of the month | "Write a monthly performance report I can send to my team, with a scaling recommendation." |
Rules for scheduled actions
- Put the thresholds in the prompt. "Pause ads that aren't working" is a judgment call the assistant will make differently each week. "$75 spent, zero purchases, 7 days" is a rule.
- Ask it to list what it changed. Every action prompt should end with "List exactly what you changed."
- Keep budget moves under 20% per run. Larger changes restart the learning phase.
- Don't schedule ad creation without review. Schedule the draft ("propose 3 new ads for my new customer campaign") and launch them yourself.
- Check that the connector stays authorized. If your Meta or Google token expires, scheduled runs will report that they couldn't read data. See Reconnecting when your token expires.