Monthly Campaigner Workflows
6 skills Claude can run against your live accounts through MCP Ads. Each one lists who it is for and the phrase that triggers it.
Monthly workflow skills replace the half-day of senior work that happens at the turn of each month: the deep account audit, the budget plan for the coming month, the creative strategy session, and the full-stack review that pulls all of it together. They run on the first working day of the month, or the last working day of the previous one for creative planning so the brief reaches the designer in time. The account auditor looks at structure and strategy, not just surface metrics, and produces a prioritised fix list. The budget planner works out which campaigns and channels earned their spend and proposes next month's allocation across all platforms. The creative strategist reads which hooks, formats and offers won and writes the brief for what to test next. The full-stack review does all three and adds GA4 funnel, audience and competitor context, adapting to eCommerce or lead generation clients. Account directors, senior campaign managers and agency owners use these; ambitious in-house marketers use them to prepare for their own monthly leadership meeting. Connect Google Ads, Meta Ads, GA4 and Search Console through MCP Ads. The output is long-form: a findings report, a budget plan table ready to present, a creative brief a designer can execute, and a draft monthly client report.
Reviews all custom audiences for staleness, size, and performance. Customer list audiences need regular refreshing. Website visitor audiences need checking for pixel health. Lookalike audiences built from old seed data gradually lose effectiveness. Recommends which audiences to retire, which to rebuild, and which new lookalikes to create from last month's best converters.
For: Agencies
Run the monthly audience refresh for [client]
Builds next month's budget allocation plan based on last month's performance. Analyses ROAS and CPA per channel and campaign type. Identifies where additional investment would produce profitable returns and where budget should be reduced. Accounts for seasonality and upcoming promotions. Outputs a complete budget plan per campaign.
For: Agencies, Business Owners
Build the budget plan for [client] for [next month]
Monthly competitive intelligence from auction insights. Ranks competitors by threat level, tracks month-over-month changes (who is growing, who is pulling back), calculates impression share being lost to specific competitors, and identifies gaps competitors have left open. Gives strategic responses for each competitive finding.
For: Agencies, Business Owners
Run the monthly competitor intelligence for [client]
Analyses last month's creative performance to identify winning patterns: which formats, hooks, angles, and offers worked best. Identifies fatigued concepts to retire. Finds untested formats and angles. Generates complete creative briefs for every new ad needed next month, with hypothesis, format, hook, message, CTA, and visual direction.
For: Agencies
Build the creative strategy for [client] for next month
The complete monthly review. Covers account structure health, performance versus goals, GA4 funnel analysis, audience strategy, competitor landscape from auction insights, creative performance patterns, and SEO progress. Produces health scores per area, a prioritised fix list for next month, and a strategic brief for the month ahead.
For: Agencies
Run the monthly account review for [client] for [month]
Generates the monthly client-facing report. Full performance versus goals, what was achieved this month, what was learned, what the agency did, what is planned for next month with targets, and a strategic narrative in plain English. The kind of report that makes clients feel they have the best agency in the market. Saves 3-5 hours of writing.
For: Agencies
Write the monthly strategy report for [client] for [month]
Run these skills
Download the whole category as a bundle, or copy a trigger phrase above into Claude once the MCP Ads connector is connected.
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Frequently asked questions
How long does the full-stack review take?
Typically twenty to forty minutes of Claude working through the data for one client, depending on account size and how many platforms are connected. The narrower monthly skills are faster.
Does the budget plan apply the new budgets automatically?
No. It produces the plan for you to present or adjust. Once agreed, the budget optimiser skills can apply the changes with your approval.