1.3 Create a project

What a project is

A project is a container for one concrete marketing job. It keeps the goal, brand, products, materials, channels, chat, and final deliverables together so work can continue across multiple rounds.

Projects are useful for product launches, ad creative tests, PDP optimization, social content plans, email campaigns, promotions, competitor analysis, conversion cleanup, and retrospectives.

When to create a project

Create a project when any of these are true:

• The task has a clear goal and deliverables.
• It needs brand, product, or asset context.
• It will take multiple rounds of revision.
• Final versions need to be saved and reviewed.
• Multiple channels are involved, such as TikTok, Meta Ads, Shopify pages, and email.
• Long-lived insights should be saved back to brand or product records.

Temporary ideas, quick questions, and one-off explanations can stay in general chat. Formal marketing work belongs in a project.

Before you start

Prepare:

• Brand: which brand this work belongs to.
• Products: which products are being promoted, analyzed, or optimized.
• Goal: what result or deliverable you need.
• Channels: Shopify, TikTok, Instagram, email, ads, community, etc.
• Existing materials: product photos, reviews, competitor links, brand docs, past ads, campaign notes.
• Review boundaries: what can be used directly and what needs human approval.

Steps to create a project

1. Open Projects in the workspace.
2. Create a project.
3. Select the parent brand. If there is no brand yet, create the brand first.
4. Link one or more products. You can also create the project first and complete product records later.
5. Name the project. Use a “goal + channel + object” pattern, such as “Summer Launch TikTok Creative Test”.
6. Define the project goal. Avoid vague phrases like “do marketing”; write the expected result.
7. Add audience, channel, core message, timeline, KPIs, deliverables, and constraints.
8. Upload existing assets or choose resources from the library.
9. Save and open the project detail page.

How to write the project brief

A project brief does not need to be long, but it must be concrete.

Module	What to write	Example
Goal	Business or content goal	Create 10 TikTok scripts for a new product
Audience	Specific people and use cases	US women aged 25-35 who commute
Products	Linked products	Leakproof travel bottle, replacement straw set
Channels	Output channels	TikTok, Meta Ads, Shopify PDP
Core message	Claims, benefits, proof	Leakproof, lightweight, cup-holder friendly, 1,200 reviews
Constraints	What not to do	No exaggerated insulation claims, no medical claims
Deliverables	What should be produced	10 scripts, 5 visual directions, 1 review checklist
Timeline	Working milestones	Draft today, review by Friday

How to use the project after creation

Do not ask the agent for a final draft immediately. A safer flow is:

1. Ask the project assistant to summarize brand, product, project, and asset context.
2. Check whether the summary is accurate.
3. Ask for an execution plan before copy or creative output.
4. Generate in stages: structure, angles, body copy, review checklist.
5. Ask for a factual, voice, and compliance check before publishing.
6. Save approved work as resources.
7. After the project ends, save durable insights back to brand or product context.

Prompt to start

Use this after creating a project:

Please read the current project, brand, linked products, and assets.
Do not generate the final deliverable yet.
First output:
1. Your understanding of the project goal;
2. Brand and product facts available now;
3. Missing key information;
4. Recommended execution steps;
5. What we should produce in the first round.
Mark uncertain information as “needs confirmation”.

Success checks

A project is ready for execution when:

• The project name makes the task clear.
• Brand and products are linked correctly.
• Goal, channels, and deliverables are explicit.
• Assets or references are uploaded, or their absence is stated.
• The page assistant can summarize the context accurately.
• Final outputs have a clear save location.

Common issues

If a project feels too large, split it. A launch can become “PDP optimization”, “TikTok creative test”, “welcome email flow”, and “launch retrospective”. One project should have one primary goal.

If products are missing, you can create the project first, but complete product facts before formal generation. Otherwise the agent may produce generic benefits.

If project outputs should be reused across channels, save final versions to Resources and include channel/version in the title, such as “Summer Launch TikTok Script v2”.