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Free training & enablement

Learn to automate your campaign workflows

Everything on this path is free and open — no signup, no gate, no trial clock. Six stages take you from the core ideas to a governed automation running on your own stack, using the same guides, templates and guardrail patterns we use in client engagements.

100% free15 build guides121 articles7 templates & prompt packs
Start at stage one ↓ Skip to the build guides →
Stage 01

Understand the model.

Before automating anything, get the two ideas the whole practice stands on: continuous optimization loops, and the guardrails that make them safe to run. An hour of reading, and every later stage makes sense.

What is automated campaign optimization?
The definitional pillar — the loop, the cadence ladder, and what it replaces.
What is bounded autonomy?
The governing principle: autonomous never means unsupervised.
The Trigger → Action → Impact framework
How every automated change gets recorded, explained, and measured.
Build vs buy
Why building on your own stack beats renting another platform.
Stage 02

Assess where you are.

Before building, measure. Score your readiness, run your own spend through the waste finder, and put a number on what automation is worth — all free, all in your browser, nothing uploaded.

Take the free Readiness Score
Your score out of 100, your top bottlenecks, and a recommended first build.
Run the PPC Waste Finder
Paste your search-terms report, see your wasted spend and negative-keyword candidates. In-browser, private.
Estimate your automation ROI
Your spend, hours and rates — a live estimate of the annual value.
Is your marketing ready?
The readiness checklist in article form, if you prefer to read first.
Stage 03

Set up your environment.

One setup serves every automation you ever build: data access, a working workspace, integration platforms, and the agent layer. Do this once, properly, and every guide that follows assumes it.

Environments & tooling
The shared setup hub — data access, workspace, MCP, and the agent layer.
CLAUDE.md template
The context file that teaches the model your business.
AGENTS.md template
Agent instructions with guardrails written in from line one.
Connecting your marketing stack
How the pieces talk to each other, MCP and otherwise.
Stage 04

Build your first automation.

Pick one bounded, high-frequency workflow — not brand creative. Each guide has two paths: manual data extracts if you want to start simple, or MCP integration when you are ready to connect systems. All fifteen are free.

Read the worked example first
One real dataset end to end — export → analysis → judgment → guardrails → weekly loop.
Content Brief
The gentlest start — a brief generator, live in an afternoon.
PPC Intelligence
The classic first loop: waste analysis → negatives → budget moves.
Campaign Launch Kit
Brief to QA checklist — ship campaigns faster at higher quality.
Browse all 15 build guides
The full library, filterable by category. Every one free.
Stage 05

Put guardrails around it.

The difference between automation you trust and automation you babysit: spend caps, change ceilings, approval thresholds, and an audit trail. Configure them before the loop runs, not after it surprises you.

Generate your guardrail config
Eight questions in, a working guardrails.md out — caps, ceilings, approvals, exclusions.
Guardrail config template
Copy-paste starting point if you prefer to write it by hand.
How guardrails work
The control layer in depth — with a real agent log to read.
Approval thresholds
When the system should ask a human before acting.
Creative risk tiers
Guardrails for the words and images, not just the budgets.
Stage 06

Measure, then scale.

One loop earning trust becomes two, then a system. Measure each automation against its own baseline, keep the log honest, and only widen the boundaries as the results hold.

Proving ROI
How to measure automation against the account’s own baseline.
The scaling roadmap
Zero to compounding loops, stage by stage, without a migration.
The audit trail
Why every result needs a receipt — and how to keep one.
The glossary
355 terms, so vendor decks can’t hide the ball from you.
Everything else

The whole library is open.

Read

121 articles

Strategy, buyer guides, vendor teardowns and comparisons — filterable and searchable.
Copy

Templates & prompt packs

CLAUDE.md, AGENTS.md, guardrail configs, audit and brief prompt packs — personalise and download.
Check

Trust & compliance

The guardrail architecture and the regulations your marketing data lives under.

Rather build it with someone?

Everything above stays free either way. If you want a partner in the room, engagements start with the Audit — a read-only first sprint that maps this exact path onto your accounts.

Start with the Audit →