Guardrails Template
Capture goals, margin, budgets, launch priorities, branded strategy, and thresholds.
Why this exists
Copy/paste AI is useful, but inconsistent.
Most teams manually assemble exports, account notes, and context every time they ask for help. That works for one-off thinking, but it breaks down when the data, strategy, and thresholds change by client or brand.
What you get
A customizable toolkit, not a locked template.
Workflow Map
Use the five-layer model: data access, guardrails, workflow, agent handoff, feedback.
Agent Instructions
Paste portable instructions into your own workspace and customize the placeholders.
Cookbook Recipes
Run practical workflows for pacing, performance reviews, search terms, waste, bids, and reporting.
Feedback Log
Track accepted, edited, and rejected recommendations so the workflow improves over time.
How it works
Give the agent one reviewable job.
- 01MCP / data access
Retrieve only the inputs the workflow needs.
- 02Client or brand guardrails
Define what good, risky, and unacceptable mean.
- 03Workflow
Choose one repeated decision instead of one giant agent.
- 04Agent handoff
Analyze, classify, recommend, and explain.
- 05Feedback loop
Use misses to improve instructions and routing.
Who it is for
Built for operators who need repeatable ad decisions.
- Agency operators managing several client or brand accounts
- Brand-side marketers building internal workflows
- PPC leads reviewing search terms, bids, pacing, and reporting
- Account managers who need cleaner weekly recommendations