Define the authority of each workflow
Document what the system may read, recommend, draft, or change. Budget changes, new creative, and audience changes require explicit rules rather than an unrestricted agent credential.
- ✓ Platform permission inventory
- ✓ Spend and pacing boundaries
- ✓ Human approval and exception routing
Keep decisions connected to outcomes
Connect campaign identifiers with landing-page behavior and qualified outcomes where tracking permits. Preserve a record of the recommendation, approval, action, and subsequent observation.
- ✓ Document the evidence and owner behind each decision.
- ✓ Agree acceptance criteria before implementation begins.
Scope and delivery decisions
Platform access, advertising spend, media buying, and creative production require explicit scope. No automatic return-on-ad-spend outcome is promised.
- ✓ Confirm system access, dependencies, and data handling during discovery.
- ✓ Receive a scoped recommendation with responsibilities and verification steps.