In this guide
- What you can actually delegate
- Check access and build the first connection
- Give your dot a marketing source of truth
- Write a responsibility, not just a role
- Organize one coordinator and clear workstreams
- Turn customer research into useful marketing decisions
- Build a content system from evidence to distribution
- Use dots for SEO and GEO work with clear limits
- Coordinate campaigns, paid media and lifecycle email
- Turn page feedback into conversion experiments
- Build reporting that leads to decisions
- Set a weekly rhythm and use voice for decisions
- Install a review gate and a recovery procedure
- A worked example: a small SaaS launch
- Your 30-day implementation plan
- Sources and how to use this guide
What you can actually delegate
Marketing rarely breaks because a team cannot write another post. It breaks when customer insights stay in one document, campaigns drift away from the product, reporting arrives too late, and nobody follows up on the next decision. A dot is useful when it helps keep those connections intact.
This guide shows how to give marketing work a repeatable structure: reliable inputs, clear responsibilities, reviewable outputs, and a feedback loop. “Entire marketing” means coordinating the work across functions. Your team still owns positioning, customer relationships, creative judgment and commercial decisions.
What is GPT Dots? We use “GPT Dots” in this guide’s title to refer to OpenAI’s dots in ChatGPT. A dot can carry ongoing responsibilities and coordinate background work. It is not a promise that every marketing app is connected or every action can run unattended.
The practical advantage is continuity. Instead of repeatedly explaining the company, you maintain a current brief and ask for specific deliverables. A change in your offer can become a revised email, an updated launch checklist and a question for the campaign owner. You review the actual work rather than reconstructing the context.
Three situations where this is especially useful
- A founder with a small team: keep one campaign moving across research, copy, distribution and reporting without managing five separate briefs.
- A marketing leader: prepare decision-ready summaries from several workstreams, with named owners and visible dependencies.
- An agency: repeat a proven workflow for each client while keeping each client’s sources, voice, permissions and outputs separate.
Begin with one responsibility that already repeats and has a measurable output. A weekly customer-insight brief is a better first assignment than a vague instruction to grow revenue.
Official documentation: Meet dots.
Check access and build the first connection
Check eligibility before designing a workflow around a feature you cannot yet use. Availability is rolling out and depends on plan, region and workspace settings. As checked on October 8, 2026, personal Pro access is restricted outside the EEA, UK and Switzerland; Business Premium and Enterprise are rolling out worldwide. Enterprise requires administrator enablement. Readers in France should verify their account’s access rather than assume a personal Pro plan includes dots.
Use the official access page for current details. Do not buy an integration or migrate your team solely on the assumption that it will be available in your account.
Official documentation: Access requirements.
Set up with a small, testable scope
- Create your dot from ChatGPT on desktop, where available.
- Connect the source needed for your first workflow, such as a document folder or customer-feedback channel.
- Identify the correct account and allowed actions. Reading and writing are different permissions.
- Ask the dot to retrieve a known source and return its title, date and a short factual summary.
- Assign a draft-only deliverable and verify that you can find the output.
- Only then introduce ongoing work or a schedule.
Treat app access, messaging channels and computer access as separate connections. A chat channel is a place to communicate; it does not automatically make your analytics, CRM or newsletter platform available. Cloud browser sessions also differ from your personal browser sessions.
If a marketing tool is not connected
Use a dated export or a source document. For example, upload a campaign-performance CSV rather than claim the dot has live ad-account access. State what period it covers, which account it belongs to and when it should be refreshed. A manual export is a valid starting point when its limitations are explicit.
Official documentation: Getting started.
Official documentation: Computers and apps.
Give your dot a marketing source of truth
Your first asset should be a marketing brief, not a giant prompt. It should answer the questions a new marketer would ask before creating anything: who buys, what they need, what you sell, what you can prove and what outcome matters.
| Document | What to include | How to keep it useful |
|---|---|---|
| Company and offer | Product, use cases, current pricing or approved pricing link, supported features, launch status | Owner and last review date; distinguish live features from roadmap. |
| Customer profile | Buyer role, context, trigger, pain, alternatives, buying objections | Use interviews and sales evidence. Label hypotheses. |
| Positioning and proof | Core promise, differentiators, evidence, approved customer quotes | Link every numerical claim to its supporting source. |
| Brand voice | Three approved examples, tone rules, prohibited phrases, visual reference | Explain why an example works. A mood adjective alone is insufficient. |
| Channel plan | Channels, audience, purpose, cadence, CTA, account owner | Keep founder and company-page voices distinct. |
| Measurement | Primary conversion, event definitions, attribution convention, reporting period | Specify timezone, currency and known tracking gaps. |
| Campaign brief | Goal, audience, offer, deadline, assets, dependencies, approval owner | Keep one current version instead of competing drafts. |
Store approved material separately from working drafts. Customer quotes need consent for the intended use. Give sensitive research only to the workflows that need it; anonymized examples are usually sufficient for public content creation.
Define how conflicts are resolved. If the product brief says a feature is coming soon and a sales deck says it is live, the dot should flag the contradiction, identify both sources and ask the product owner. It should not choose the more convenient marketing claim.
Expert prompt pack · Updated 8 October 2026. Replace bracketed inputs with actual sources and account permissions. Download all 12 expert prompts (.txt).
MISSION & BOUNDARIES Read the approved marketing brief and the sources I share. Create an onboarding audit with: known facts, assumptions, conflicting information, missing evidence, and the five most important questions. Use the current product brief as the authority for feature availability and the approved pricing page for pricing. Do not invent answers. Link each factual claim to its source and date. Deliver a concise audit and a proposed source-of-truth document for my review. Do not change the original files. INPUT CONTRACT Company and market: [ ]; commercial objective/baseline/deadline: [ ]; ICP and buying stage: [ ]; source inventory with owners and dates: [ ]; constraints: [ ]. EXPERT METHOD 1. Inventory each source by purpose, owner, date and authority. Separate product facts, customer evidence, hypotheses and historical material. 2. Compare pricing, positioning, feature availability and audience definitions across files. Quote short conflicting passages and identify the decision owner. 3. Assess whether the evidence supports the requested outcome. Distinguish missing facts that block work from assumptions that allow a provisional draft. 4. Prioritize questions by the decision they unlock, not by document order. DELIVERABLES Source register: ID | date | owner | authoritative for | conflict | freshness concern. Decision brief: objective | audience | offer | evidence | constraints | approver. Gap register: unknown | business consequence | required evidence | owner | blocking/nonblocking. ACCEPTANCE Every material fact must be traceable to an accessible source. Do not silently resolve conflicts or treat a linked but unread document as verified. End with READY, READY WITH ASSUMPTIONS or BLOCKED and explain why.
Write a responsibility, not just a role
“Act as my CMO” describes a persona. It does not describe successful work. A useful assignment defines the outcome, inputs, deliverable, timing, scope, decision rights and escalation rules.
Our recommended responsibility contract has eight fields: objective, audience, sources, actions, output location, cadence, owner and acceptance criteria. This is a working method you can use in your brief, not a native configuration form you must find in ChatGPT.
MISSION & BOUNDARIES You are coordinating marketing operations for [company]. Our audience is [ICP], our offer is [offer], and the next 30-day outcome is [measurable goal]. Use these approved sources: [links/files]. Keep a marketing workboard in [document]. For each task record owner, deadline, source, deliverable link, status, dependency and next action. You may research, analyze the shared data, draft content, and update this workboard. Publishing content, sending email, changing ad spend or production pages requires a separate explicit approval for the final proposed action. Create specialist task briefs when useful, but send them the necessary approved context. Do not assume a new task has all our conversation history. Return the three highest-impact priorities, a first-week plan, and the decisions I need to make. Mark missing access or evidence as blocked. Do not report a task as complete unless the requested output exists and has been checked. OPERATING CONTRACT Inputs: [source versions], [team roles/capacity], [budget limits], [tool permissions], [definition of done]. Distinguish actual tool access from proposed access. EXECUTION METHOD 1. Translate the 30-day objective into measurable outcomes, then a dependency-ordered backlog. Explain which activities directly support the outcome. 2. Prioritize by evidence, expected usefulness, effort and risk. Avoid numerical precision unsupported by data. 3. For each specialist brief include audience, source excerpts/IDs, task boundary, output format, quality criteria and handoff owner. Do not assume shared memory or create unnecessary parallel tasks. 4. Use explicit states: proposed, ready, in progress, blocked, in review, approved, completed. Completion requires an existing deliverable and its agreed check. 5. Before updating an authorized workboard, read its current state and avoid duplicates. On an ambiguous failure, verify the destination before retrying. OUTPUT Prioritized backlog, first-week capacity plan, dependency map, approval queue and decision log. FAILURE HANDLING Stale evidence, missing permissions or contradictory instructions create a visible blocker with a next action. Do not claim background execution, persistent memory or scheduling unless supported and confirmed. Keep publish/send/spend permissions separate from planning authority.
Choose permissions deliberately. A draft-first workflow is a sensible starting point for a new system, but it is a recommendation, not a claim that dots always require a new confirmation for every action. The actual controls depend on your instructions, app permissions and built-in checks.
Official documentation: Controls and action review.
Define “done” with evidence
A content task is done when the draft matches the brief, sources support its claims, links work and the reviewer can open it. A newsletter task is done when the intended draft exists in the correct account; sending is a separate state. A campaign report is done when its totals reconcile and its period and attribution are named.
Use statuses such as Briefed, In progress, Blocked, Ready for review, Approved and Delivered. These are your workboard labels, not built-in dot task statuses.
Organize one coordinator and clear workstreams
Start with one dot coordinating several responsibilities. You do not need a separate dot for every job title. For bounded tasks, ask for focused research, writing or analysis work with a shared brief and clear handoff.
Pass each task the audience, approved evidence, constraints, deliverable format, destination and definition of done. Give research tasks permission to flag weak evidence; give editing tasks permission to reject claims. The coordinator should reconcile the outputs before presenting a final recommendation.
Limit work in progress. A research task can run while another task analyzes performance. Writing final launch copy should wait until the offer and product facts are approved. Parallelize independent work; keep dependent decisions in order.
Official documentation: Tasks and delegated context.
Turn customer research into useful marketing decisions
Research should change a decision. Build an evidence library from interviews, sales calls, support questions, customer feedback and public sources. Keep first-hand customer evidence distinct from market commentary.
For every insight, capture the segment, situation, original source, date, frequency in the sample, confidence and potential implication. Repeated wording in one interview is not the same as independent evidence from several customers.
A useful research deliverable
- The three most common jobs customers are trying to complete.
- Buying triggers and objections, grouped by segment.
- Customer language that can inform headlines or educational content.
- Contradictions that require another interview.
- One messaging hypothesis and a practical way to test it.
MISSION & BOUNDARIES Analyze these [number] customer interviews and support notes for [segment]. Use only the shared evidence. Create a table: job-to-be-done, trigger, pain, desired outcome, objection, exact source, and confidence. Count customers rather than repeated mentions. Separate customer quotations from your interpretation. Anonymize names in the working output. Recommend three messaging hypotheses and the next questions to ask. Do not claim that this sample represents the entire market. Deliver an insight brief, not a generic persona. RESEARCH INPUTS Participant/account IDs, segment, interview date, source text and relevant product context: [ ]. Define the research question: [ ]. METHOD 1. Build a short codebook for trigger, job, desired outcome, anxiety, objection and alternative. Distinguish customer language from interviewer suggestions. 2. Code evidence at participant/account level. Deduplicate the same story across notes and preserve source locations. 3. Compare segments and positive/negative cases. Report sample counts and conflicting evidence rather than smoothing it into a single persona. 4. Identify purchase situations where our verified strengths matter. Separate functional needs, emotional concerns and buying constraints. OUTPUT Evidence matrix: participant ID | excerpt | code | interpretation | contradiction | segment. Three messaging hypotheses: buyer situation | promise | supporting evidence | proof gap | proposed test. Five disconfirming research questions and an interview recruitment recommendation. QUALITY GATE Do not infer market prevalence from mention frequency. Confidence must reflect evidence quality and breadth, not model certainty. Label thinly supported insights. End with what the team can act on now and what requires further research.
For market monitoring, define the specific change that matters: a new buying constraint, a product category shift, a platform capability or an unanswered customer question. An endless news digest creates activity without helping the team decide.
Example: five agency interviews mention that client reporting takes too long. A practical response is to test a reporting-focused message with agency buyers and measure qualified conversations. It is too early to conclude that every customer wants a reporting product.
Build a content system from evidence to distribution
Content works better when one strong insight becomes several useful assets. Choose a buyer problem, assemble evidence, decide the angle and define the intended next action before drafting.
A weekly content package might contain one detailed article, two distinct social posts, one newsletter section and a sales enablement paragraph. This is an illustrative package, not a recommended volume for every team. Choose channels your audience actually uses.
Specify the editorial brief
Include audience, buying stage, problem, takeaway, evidence, voice, format, distribution channel and CTA. Explain what the piece should help the reader do. “Write a viral post about AI” gives the system no reliable editorial standard.
MISSION & BOUNDARIES Using the approved customer insight [link] and product brief [link], propose three content angles for [audience]. Each angle must solve a concrete reader problem and identify the evidence needed. After I select an angle, prepare: one article outline, a founder LinkedIn draft, a distinct company-page draft, and a newsletter section. Adapt each to the channel instead of copying the same text. Use [voice examples]. Do not invent customer stories, statistics or results. Attach a claims checklist and link each asset to the editorial brief. Save drafts in [location] for review; do not publish. PRODUCTION INPUTS Buyer stage: [ ]; reader problem: [ ]; business goal/CTA: [ ]; approved proof: [ ]; format limits: [ ]; reviewer: [ ]. METHOD 1. Compare the three angles by usefulness, originality, proof strength and commercial relevance. State what the reader will learn or do differently. 2. For the chosen angle, define the original contribution: worked example, expert explanation, first-party evidence or practical template. Flag missing input instead of inventing originality. 3. Build an outline that answers a concrete question in every section. Map claims to sources before drafting. 4. Adapt assets: founder perspective for personal LinkedIn, company relevance for the company page, and a useful standalone takeaway for the newsletter. Preserve the same verified facts across formats. OUTPUT Editorial brief; full channel drafts with titles/hooks/CTA; asset IDs and source links; claim register; production handoff. ACCEPTANCE Check factual consistency, channel length, repetition, voice and CTA fit. Label character counts as estimates unless counted. Separate a draft's readiness from approval. Do not claim the assets were tested or will go viral. Identify one distribution experiment and its business metric.
Use an editorial gate
Review usefulness, specificity, source quality, originality, brand voice and CTA fit. Ask a reviewer to identify where the draft says something generic, assumes too much or promises an outcome without evidence. Avoid measuring the content system only by output count.
After publication, bring results back to the brief: what attracted the right readers, what generated qualified actions and what failed to communicate. Record the hypothesis separately from the outcome. High impressions can indicate distribution; they do not establish demand or revenue.
Use dots for SEO and GEO work with clear limits
SEO helps people discover relevant pages through search. GEO work, as used here, focuses on understanding and improving how content may be used in AI-generated answers. Neither is a single prompt that guarantees rankings or citations.
Organize search work around real questions, page quality, technical accessibility and evidence. A dot can help analyze data you provide, research a topic, prepare briefs and organize improvements. A recommendation is not a verified crawl or a measured visibility result.
Four practical workflows
- Demand research: combine search-query exports, customer questions and sales objections. Group by intent and business relevance.
- Content gap analysis: map questions to existing URLs. Identify missing explanations, weak evidence and outdated product facts.
- Page improvement briefs: specify useful headings, clear answers, supporting sources, internal links and implementation requirements.
- Measurement: keep search traffic, AI referrals and sampled AI-answer observations distinct. Track conditions and limitations.
MISSION & BOUNDARIES Use the dated search-query export, page inventory and customer-question list attached. Prioritize ten opportunities for [audience] based on buyer relevance, existing evidence, current page coverage and implementation effort. For each opportunity return: real question, intent, target URL or proposed page, missing information, source evidence, recommended change and measurement plan. Do not invent search volumes or claim to have crawled pages you did not access. Label estimated effort and hypotheses. Do not promise rankings, AI citations or a visibility score. Produce briefs for review, not live website changes. EVIDENCE INPUTS Include canonical URL, query, date range, impressions/clicks where available, customer question, page excerpt and observed AI answer/citation IDs: [ ]. METHOD 1. Audit missing data and distinguish measured queries from synthetic question suggestions. Normalize URLs and identify duplicate or competing pages. 2. Evaluate buyer relevance, explicit answer coverage, evidence quality, freshness and implementation effort separately. Use deterministic calculations for metrics. 3. Recommend update, consolidate, investigate or create. A new page is not the default when an existing page can answer the need. 4. Prioritize ten opportunities using an explained qualitative rubric. Include counterevidence and dependencies. OUTPUT Opportunity | buyer task | observed evidence | intent | current URL | gap | proposed fix | proof needed | effort | owner | success metric. For the top three, provide an editorial/technical brief with acceptance criteria and review requirements. MEASUREMENT Separate organic performance, observed AI citations, referral traffic and conversions. Define comparison period and denominators. Do not infer hidden search traces or causal ranking mechanisms. If a page cannot be read, mark coverage unknown. Keep live edits and sitewide changes outside this brief.
For an AI-answer observation, record the engine, prompt, date, region or locale where relevant, brand mention, cited URL and the captured response. Repeated controlled samples are more informative than one screenshot. Model outputs vary; a change in one answer does not prove a general visibility improvement.
For technical implementation, ask a qualified owner to verify crawlability, rendering, canonical signals and any structured data against the current requirements for the relevant platform. Do not add structured data solely because an agent suggested it without checking that it accurately describes the page.
Separate coordination from measurement. A dot can organize the work; the underlying measurement still needs trustworthy data. Keep the source of every reported metric visible so readers can distinguish an observed result from a recommendation.
Coordinate campaigns, paid media and lifecycle email
A campaign needs one coherent offer across the landing page, email, social content, sales follow-up and measurement. Start with the conversion you want and the customer situation that makes the offer relevant.
Campaign brief checklist
- Audience and problem, supported by research.
- Offer, proof and the next action.
- Channel roles and the reason for using each one.
- Asset owner, deadline and dependencies.
- Tracking conventions and the primary conversion.
- Approval owner and launch readiness criteria.
MISSION & BOUNDARIES Coordinate [campaign] for [audience], targeting [conversion] by [date]. Use the approved offer and campaign brief. Create an asset matrix covering landing page, email, social, sales support and reporting. For each asset list owner, deadline, source, dependency, review status and final link. Check that claims, dates and the CTA agree across the drafts. Identify the critical path and the three biggest launch blockers. Prepare a launch-readiness report. Do not publish, send, or spend money. Ask for a specific approval once the final assets, destination, audience and proposed action are reviewable. LAUNCH INPUTS Launch date/timezone: [ ]; authoritative offer/version: [ ]; eligibility/regions: [ ]; asset inventory: [ ]; team capacity: [ ]; tool capabilities: [ ]. METHOD 1. Build the launch backwards from the deadline. Include product readiness, landing page, measurement, copy/design, QA and approvals. 2. Identify the critical dependency chain and owner availability. Mark unknown deadlines rather than inventing commitments. 3. Check price, currency, billing interval, feature scope, eligibility, availability and CTA destinations across every asset. 4. Assign blocker/major/minor severity to discrepancies and propose minimal corrections. OUTPUT Launch board: asset ID | owner | dependency | due date | status | version | approval | destination. Consistency issue log; three largest blockers; ready/blocked recommendation; launch-day monitoring and rollback plan. APPROVAL CONTRACT For each external action present exact asset version, audience, destination, timing and spend impact. Approval of a concept is not approval of final distribution. If later authorized, verify execution in the destination and record result IDs. Do not duplicate sends after an uncertain tool response.
Paid media: analyze before changing spend
Use account-level exports with clear date ranges, attribution settings and conversion definitions. Compare performance by the segment that matches the decision: campaign, audience, creative or landing page. Flag missing tracking and delayed conversions before interpreting a sudden change.
Have the dot prepare a test brief with hypothesis, variable, comparison, budget proposal, duration and stop condition. A marketer approves the proposal and verifies that the platform supports the intended action. Do not assume every ad platform has a dot-compatible connection.
MISSION & BOUNDARIES Analyze the attached ad export for [period], [currency] and [attribution convention]. Reconcile totals first. Identify tracking anomalies, conversion lag and low-volume segments. Return observations, plausible explanations and proposed tests as separate columns. Prioritize at most three tests, with the changed variable, success metric, budget proposal and stop condition. Show the calculations supporting each recommendation. Do not alter campaigns, audiences, bids or budgets. Missing values must remain missing, not zero. ANALYTICAL INPUTS Supply spend, impressions, clicks, conversions, qualified outcomes and revenue where available, plus event definitions, timezone, attribution window and conversion lag: [ ]. METHOD 1. Reconcile totals with the source and identify inconsistent currencies, duplicated rows, tracking breaks and incomplete periods. 2. Calculate CTR, conversion rate and cost per qualified outcome only with valid denominators. Treat zero denominators as undefined. 3. Segment by audience, creative and placement when volume permits. Separate mix changes from within-segment changes. 4. Consider competing explanations for performance: fatigue, landing-page friction, lead quality, tracking and seasonality. EXPERIMENT SPECIFICATION For each test define hypothesis, one main variable, control/treatment, eligible audience, primary metric, guardrails, observation window and decision rule. State the baseline and minimum meaningful effect needed for sample planning; do not invent power calculations. OUTPUT Reconciled metric table with formulas; evidence versus hypotheses; three experiment cards; unresolved data questions. QUALITY GATE Do not equate attributed ROAS with incrementality. If volume is too low, recommend a directional learning test and label its limits. No automatic budget, bid, targeting or creative changes.
Email: keep the audience and send state explicit
Define recipient segments, exclusions, consent requirements, subject, preview text, main CTA and timing. Drafting, uploading a draft, scheduling and sending are distinct actions. Review the correct account and segment before any send.
MISSION & BOUNDARIES Prepare a three-email onboarding sequence for [segment] based on the approved product brief. Define the trigger, delay, goal, subject, preview text, body and primary CTA for each email. Use the approved offer and voice. Identify missing screenshots or product instructions. Include a QA list covering recipients, exclusions, links, mobile preview and any unsubscribe requirements. Save the sequence as drafts for review. Do not import contacts, change automations or send email. JOURNEY INPUTS Event schema: [ ]; segment and consent rules: [ ]; existing journeys: [ ]; frequency caps: [ ]; timezone: [ ]; activation event: [ ]. METHOD 1. Define the next valuable user action and eligibility before drafting messages. 2. Specify entry, wait, send-eligible, success, exit and suppression states. Handle duplicate events, delayed events and missing personalization. 3. Define re-entry rules and priority when another campaign targets the same user. Stop onboarding messages if the intended milestone has already occurred. 4. Write one intent and one main CTA per message, with a neutral fallback for missing fields. OUTPUT Journey table: trigger | eligibility | exclusion | delay | message | success event | exit | re-entry. Complete subject, preheader, body and CTA for all three emails. QA scenarios: already activated, unsubscribed, duplicate trigger, expired offer, missing field and timezone boundary. MEASUREMENT Define activation rate and observation window; use a holdout where feasible. Keep clicks separate from incremental product use. ACCEPTANCE Flag unavailable event fields and untested links. Do not invent consent, configure automations or claim messages were sent. Identify the CRM owner who must verify implementation.
Turn page feedback into conversion experiments
Ask the dot to examine a specific journey, not “improve the website.” A landing page may need clearer positioning; a signup flow may need less friction; an activation sequence may need better instructions. Those are different problems and should produce different briefs.
Combine the page, funnel data and customer evidence. If you only have the page, call the output a heuristic review. You cannot infer an actual abandonment rate or user behavior from a screenshot alone.
MISSION & BOUNDARIES Review [URL or supplied page] for [audience] and [conversion]. Use the funnel export and customer feedback attached if available. For each issue, separate observed evidence from your hypothesis. Prioritize by likely business relevance, confidence and effort. Propose three experiments with a single primary change, success metric, guardrail metric, required tracking and review owner. Draft copy for the selected experiment using approved claims. Do not fabricate analytics, customer behavior or expected lift. Do not modify the production page. DIAGNOSTIC INPUTS Page/version: [ ]; acquisition source: [ ]; funnel event definitions: [ ]; device/channel breakdown: [ ]; user feedback: [ ]; approved claims: [ ]. METHOD 1. Map visitor intent to promise, proof, objection handling and action. Identify mismatches between acquisition messaging and the page. 2. Rule out or flag measurement/technical problems before attributing conversion changes to copy. Mark form behavior, accessibility and speed as untested unless inspected. 3. Separate observed problems from explanations. Consider traffic mix, seasonality and conversion lag. 4. Rank recommendations with qualitative evidence, impact and effort. Do not invent expected percentage uplift. OUTPUT Issue register with source evidence and alternative explanations. Three experiment cards: hypothesis | single main change | control | eligible traffic | primary metric | guardrails | tracking | owner | decision window. Exact revised copy for the selected experiment and its claim sources. EVALUATION Specify baseline and minimum meaningful effect inputs before sample planning. If traffic is inadequate, recommend a usability study or directional test. Define invalidation conditions such as broken tracking or offer changes. Keep deployment behind approval and retain a rollback version.
When traffic is low, use customer interviews and moderated usability checks to understand friction. A small team can learn from a handful of well-documented sessions, but it should not present that evidence as a statistically conclusive A/B test.
Record the test before launch: hypothesis, audience, variant, measurement window, exclusion rules and decision method. Keep an experiment log so the team does not repeatedly test the same idea without remembering the result.
Build reporting that leads to decisions
A good report shows what changed, why it may have changed, what is uncertain and what the team should do next. It should not simply narrate a dashboard.
Define each metric before calculating it. Leads, qualified leads, customers and activated users are different events. Spend and revenue must share a currency and comparable period. Channel attribution needs one stated convention.
| Metric | Illustrative calculation | Important limitation |
|---|---|---|
| Visitor-to-signup rate | Signups ÷ eligible visitors × 100 | Use the same scope and period. Consent and tracking gaps may affect the denominator. |
| Cost per qualified lead | Attributed spend ÷ qualified leads | Define qualification. Do not substitute all leads. |
| Customer acquisition cost | Included acquisition costs ÷ new customers | State whether this is media-only or fully loaded; account for sales-cycle timing. |
| Return on ad spend | Attributed revenue ÷ ad spend | Not profit; attribution and revenue timing can change the result. |
| Activation rate | Users reaching the defined activation event ÷ eligible new users | Choose an event linked to actual product value and a fixed cohort window. |
| AI visibility observation | Brand presence across a documented prompt sample | A sample-based observation, not a universal share of the market. |
MISSION & BOUNDARIES Prepare the weekly growth review from [sources] for [date range and timezone]. State the freshness, currency, event definitions and attribution convention of each dataset. Reconcile totals and report missing data. Return: goal versus actual, three material changes, supporting calculations, possible explanations, confidence, and three decisions with named owners. Keep correlations separate from causal claims. For each recommendation specify what we will test next and what evidence would change our mind. Link the output to the workboard. Do not invent results or combine incompatible denominators. REVIEW INPUTS Business goals/baselines: [ ]; source exports: [ ]; metric dictionary: [ ]; comparison period: [ ]; workboard: [ ]; decision owners: [ ]. METHOD 1. Check completeness, timestamp, currency, attribution and compatible denominators before combining data. Label partial periods and provisional results. 2. Compare actuals with targets and a comparable prior period. Show absolute and percentage changes with formulas. 3. Investigate the three changes that matter most commercially. Separate facts, plausible causes and untested explanations. 4. Connect recommendations to experiments or corrective work, with capacity and dependencies. Avoid generating new tasks already on the workboard. OUTPUT Executive summary of no more than 200 words. KPI table: definition | target | actual | comparison | delta | source | caveat. Decision queue: decision | options | evidence | trade-off | owner | deadline | what would reverse it. Approved/blocked/completed workboard updates as permitted. ACCEPTANCE Do not equate correlation with causation or engagement with revenue. Preserve missing data and state how it affects confidence. If a metric is unreliable, recommend fixing measurement before optimizing against it. Never report a recommendation as an executed change.
Measure the dot workflow itself
Track time spent by people, draft acceptance, correction rate, turnaround time and the number of unresolved blockers. Compare the new workflow with a realistic baseline. If reviewing generated work takes longer than doing it manually, narrow the task or improve the inputs.
An illustrative calculation: a recurring brief previously required four hours of research and preparation. The new process takes one hour of preparation and forty-five minutes of review. The observed saving is two hours and fifteen minutes, before any other costs. Measure your own results; this example is not a performance claim about dots.
Set a weekly rhythm and use voice for decisions
Make routine work predictable and exceptions visible. Start with a short morning brief, a weekly priority review and a campaign-specific readiness check. Choose the cadence based on how quickly the underlying data changes.
MISSION & BOUNDARIES For the next four weeks, prepare a marketing brief every Monday at 9:00 AM Europe/Paris from [specific connected sources]. Use a dated export if a source is unavailable and identify its age. Update [workboard] with completed deliverables, blockers and the three proposed priorities. Deliver the brief in ChatGPT. Escalate only a launch deadline at risk, a contradictory product claim or a decision requiring my approval. Confirm the saved schedule, timezone, end date, sources and output destination. If the schedule or source monitoring is unsupported, tell me clearly and propose a manual alternative. Do not publish or send anything externally. SCHEDULE INPUTS Start date: [ ]; four occurrence dates: [ ]; timezone: Europe/Paris; source identifiers: [ ]; workboard/delivery destination: [ ]; source freshness limits: [ ]; approved permissions: [ ]. SETUP METHOD 1. Confirm whether recurring execution and source access are actually supported. Inspect existing schedules where possible to avoid duplicates. 2. Translate “next four weeks” into explicit dates and show the final occurrence/end condition. Use the named timezone, not a fixed UTC offset across daylight-saving changes. 3. Define the recurring task's input checklist, output contract and failure behavior. A saved schedule does not prove a successful run. EACH RUN Report run timestamp, source freshness and any failed reads. Reuse dated exports only with their age visible. Produce KPI changes, completed deliverable links, blockers and three priorities with owners and evidence. Never fill missing data from memory. OUTPUT AND CONFIRMATION Return schedule ID/status only if actually saved, exact timing, end condition and delivery destination. If unsupported, provide the equivalent manual checklist and do not claim scheduling. BOUNDARIES No external publication or messages. Define retry behavior that avoids duplicate workboard entries. Escalate the agreed categories only. After the fourth occurrence, stop; if automatic end dates are unsupported, disclose that limitation and propose a supported setup before activation.
Fixed-time work needs a confirmed schedule. Connecting a channel alone does not establish monitoring; event-triggered work depends on the connected service. Verify what was actually saved and review the schedule after changing priorities.
Official documentation: Recurring work and supported events.
Use a call to make decisions quickly
Where available, use the phone control in your dot conversation to discuss a campaign or change priorities. Ask for a written recap afterward so the decision becomes part of the work rather than disappearing in a conversation.
MISSION & BOUNDARIES Give me a five-minute marketing decision brief. Cover: what changed, what is blocked, and the single decision with the greatest impact this week. Distinguish facts from your recommendation. After our discussion, summarize the decisions in writing, update [workboard], and list exactly which tasks should continue, pause or change. Confirm any schedule changes separately. Do not treat the end of the call as an instruction to stop every task. CHECK-IN INPUTS Latest verified review: [ ]; workboard: [ ]; current goal: [ ]; available decision-maker: [ ]; source freshness: [ ]. BRIEF STRUCTURE 0:00–0:45: goal versus current position, using verified numbers only. 0:45–2:00: the two most material changes and what remains uncertain. 2:00–3:00: the critical blocker, its consequence and owner. 3:00–4:30: one decision, two realistic options, trade-offs and your recommendation. 4:30–5:00: the explicit question requiring my choice and immediate next step. Keep the script approximately 550–650 spoken words; timing is estimated until delivered. If voice is unavailable, provide a readable script instead of claiming an audio call. AFTER DISCUSSION Separate agreed decisions, suggestions and unresolved questions. Record my actual choice without treating silence as approval. Update the authorized workboard only for explicit commitments, preserving owner, deadline and source context. OUTPUT Written decision log and continue/pause/change list with task IDs. Mark uncertain ownership or dates for confirmation. Verify any requested schedule change separately and do not imply all background tasks stop when the check-in ends. ACCEPTANCE No invented metrics, decisions or completion states. State which evidence could change the recommendation. Keep external execution behind its existing approval rules.
The “Listen to guide” control on this page is separate: it uses your browser’s text-to-speech support to read the guide. It does not call a dot, access your account or activate marketing work.
Official documentation: Calls and continuity.
Install a review gate and a recovery procedure
Decide what can progress on its own and what needs review before the first campaign. Write these boundaries in your charter and check the actual controls in the account. Keep them narrow enough that routine drafting does not become a series of unnecessary interruptions.
| Work | Recommended starting boundary | Evidence to inspect |
|---|---|---|
| Research and briefs | Proceed within the named sources and scope | Source links, dates, assumptions and unresolved questions. |
| Draft content and internal workboard | Prepare drafts; update only the specified working document | Version, brief match, claim checks and owner. |
| Social publishing or email sends | Review the final content, account, audience and time | The live post, send record or verified schedule state. |
| Ad spend or campaign settings | Approve the exact proposal before execution | Before/after values and the platform’s confirmation. |
| Website changes | Review the change and its preview | Approved page, functional links and published state. |
| Customer data or shared files | Use only necessary data and explicitly permitted changes | Destination, audience, consent and retained source. |
When the workflow fails
- Missing access: mark the task blocked and request the specific connection. Do not invent a result from memory.
- Expired login: use the supported sign-in or handoff. Do not paste passwords into a marketing brief.
- Wrong claim: correct the authoritative source and the affected drafts, then rerun the claim check.
- Wrong totals: reconcile account, period, currency and denominators before making a recommendation.
- Too much activity: reduce scope and concurrent tasks; choose one deliverable with explicit acceptance criteria.
Stopping active work, stopping delegated work and canceling recurring schedules are separate controls. A completed action is not undone by pausing. Use a recovery checklist that lists what was changed, what can be reversed and who owns the correction.
Official documentation: Reviewing and stopping work.
A worked example: a small SaaS launch
Consider a fictional B2B SaaS team launching an early-access offer. The next month’s goal is qualified activation, not maximum content volume. The team has customer interviews, a working product demo, a waitlist and dated analytics exports.
The first responsibility: keep the launch brief, assets and blockers aligned. The founder owns positioning and final approval; the product owner confirms feature claims; marketing reviews the audience, voice and send plan. The dot keeps the workboard current and prepares reviewable outputs.
| Input or event | Dot deliverable | Human decision |
|---|---|---|
| Interviews describe a repeated reporting pain | Evidence table and two messaging hypotheses | Which pain is specific enough to lead the offer? |
| Product team changes the release scope | Affected-asset checklist and revised drafts | Which feature claims remain approved? |
| Campaign brief is approved | Landing page copy, distinct social drafts and email outline | Does each asset communicate the same offer? |
| Send window approaches | Readiness check with audience, exclusions, links and blockers | Approve, delay or revise the proposed send. |
| First results arrive | Reconciled funnel report and questions from new users | Fix activation friction or revise acquisition messaging? |
The feedback loop
Suppose the team observes many signups but few people complete the first useful action. It should inspect onboarding data and customer feedback before generating more awareness content. The dot can assemble those sources and propose a better activation email or product instruction. The team chooses the intervention and measures the next cohort.
Do not fabricate a success story. This example describes a workflow, not a real result. Your launch may uncover a weak offer, an unsuitable segment or a product limitation. Making those findings visible is valuable even when the numbers are disappointing.
Your 30-day implementation plan
Expand responsibility only after the first workflow produces useful, verified outputs. A month is enough to establish a disciplined process; it is not a guarantee of growth.
| Period | Implementation | Exit criterion |
|---|---|---|
| Days 1–3 | Check account access; prepare the brief; connect one source; run a retrieval check | The dot identifies the correct source and the reviewer can open the draft output. |
| Days 4–7 | Run one research or reporting workflow manually; refine the charter | Output is accepted after review and no unsupported claims remain. |
| Days 8–14 | Add one content workflow and a workboard; confirm a bounded schedule where supported | Tasks have owners, sources, deadlines and reviewable links. |
| Days 15–21 | Coordinate one campaign or experiment; verify every approved action | Asset consistency and delivery evidence pass the review gate. |
| Days 22–30 | Compare time, quality and business outcomes with the baseline; adjust scope | Keep, change or stop each responsibility based on evidence. |
Five questions before expanding
- Can someone open and understand the output without reconstructing the conversation?
- Are claims and calculations traceable to current sources?
- Are responsibilities and permissions clear?
- Are the recurring tasks actually saved and still needed?
- Is the process improving the team’s decisions or saving verified effort?
If you do not yet have dots access, prepare the same briefs and run the workflows manually in the tools available to you. Keep the sources, responsibilities and review gates. Do not claim ongoing autonomous execution until you have verified the required capability and setup.
Your first move: choose one recurring marketing problem, assemble its evidence, assign one concrete output and review it. A dependable first workflow gives you the foundation for the rest of your marketing system.
Sources and how to use this guide
This is an independent Klaym educational guide, reviewed on October 8, 2026. OpenAI product behavior is grounded in the official documentation below. The marketing frameworks, workboard labels, examples, prompts and review routines are our recommended applications; they are not built-in templates, tested integrations or guaranteed business outcomes.
- Meet dots — capabilities, calls and current access requirements.
- Get started with your dot — setup and assigning responsibilities.
- Tasks and memory — delegated work, schedules, context and supported event monitoring.
- Computers and apps — connections, cloud sessions and local-computer requirements.
- Control your dot — review, permissions and stopping work.
Check those pages before relying on an account-specific feature. App permissions, available connections, rollout and usage limits can change. Adapt the bracketed fields in every prompt, start with a small scope and inspect the result before assigning ongoing responsibility.
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