Email automation 101
Triage incoming visitor enquiries, partner correspondence and press requests. The agent reads your inbox, sorts by intent, drafts replies in your destination's voice. You review and send.
Claude Projects, Custom GPTs, Gems. A structured knowledge source holding your brand voice and destination context. An agent without this produces generic output.
Model Context Protocol links AI to your actual stack. Email, calendar, CMS, project management, databases. The bridge between knowing and doing.
The shift from talking to AI to delegating to AI. Work that runs on a schedule, agents that act across tools, outputs produced without real-time prompting.
Native to Google Workspace. The strongest choice for teams whose primary stack is Gmail, Docs, Sheets and Drive.
Built into Microsoft 365. The right choice if the organisation runs on Outlook, Teams, SharePoint and Word.
Strongest MCP connector library and the most flexible setup for DMOs already running Claude Projects.
Mature integration library and an agentic mode that runs across the web. Strong for teams already in the OpenAI ecosystem.
A working folder filled with partner contracts, research PDFs and notes. Useful detail, no shape. Cowork reads the folder on the desktop, sorts the files by type, drafts a one-page summary of each and writes the output back as a clean working set the team can act on.
A destination with rich visitor data, brand guidelines and no clear way to make the data usable across the team. Codex reads the dataset, applies the brand voice from project knowledge, builds a structured interactive view of the data and deploys it as an accessible tool with a shareable URL.
Six scenarios the team could delegate next week. Each one has a copy-paste prompt tagged for the most suitable tool. Pick one that matches the role and try it on a device now.
Triage incoming visitor enquiries, partner correspondence and press requests. The agent reads your inbox, sorts by intent, drafts replies in your destination's voice. You review and send.
Calendar coordination, meeting prep, follow-ups. An agent handles the administrative layer that consumes senior time, finding slots, sending invites, drafting agendas, preparing pre-reads.
Project management cleaned up at speed. Claude reads the project, audits it against the team's working preferences, restructures and writes the result back. Senior project management compressed.
An agent that updates your databases from natural language input. The DTTT reports directory works this way, Claude reads new reports, extracts structured fields and writes them back to Airtable. No manual data entry.
A recurring brief on what comparable destinations are publishing, posting and being cited for. The agent runs on a schedule, pulls from the sources you trust, and lands a one-page brief in your inbox every Monday.
Knowledge system as design system. Brand guidelines, voice rules and visual identity loaded as a project or gem, every piece of content produced sits naturally inside your brand without manual checking.
Notice each prompt references "our voice", "our editorial standards", "our naming convention", "our brand guidelines". Before any of these workflows go into production, the project knowledge needs to be tight, written for AI to read, not just for humans to skim.
Agentic mode runs a task across the web, the tools and the data, then returns with a structured result. Useful when the work involves research, analysis or moving between many sources in one session.
Claude operates the browser. Reads pages, fills forms, clicks through workflows and summarises what it finds. Strong for research-heavy tasks that span many tabs.
ChatGPT runs a virtual environment for the session. Browses, writes code, runs analyses and builds files. Useful for tasks that need both research and structured output.
Browses, reads and synthesises across many sources in one session. Useful when the question is "what do we know about X" and the answer needs to come from several dozen places.
Logs into the analytics surfaces, pulls the relevant reports, cross-references them with social performance and review platforms, and produces a strategic read rather than a data dump.
Turns the analytics read above into a structured editorial plan. Themes, channels, formats, dates, owners. The output is a working artefact the team can act on, not a deck.
Model Context Protocol is the open standard that lets AI read from and write to the team's actual tools. Anthropic launched it, OpenAI, Microsoft and Google now support it. The connector library is growing weekly. The four below are mature enough to use in production today.
Read and write tasks, projects, sub-tasks, owners and dates. One of the most mature integrations. Restructure projects, audit task lists, automate status reporting.
Read and write to any base. The DTTT reports directory works this way, Claude extracts structured fields from PDFs and writes new rows back to the base automatically.
Read, draft and send email. Read and write calendar events. Strong integration with Docs, Sheets and Drive. The connector layer for Google-first teams.
Read channels, post messages, summarise conversations. Agents can monitor specific channels and surface what matters without flooding inboxes.
Most agentic disappointment comes from trying to connect everything at once. The pattern that works: pick the workflow that costs the team the most time today, set up that one connector, use it for two weeks until it is genuinely embedded, then add the next one. Project knowledge sharpens with each connection.
Inbox management, project admin or status reporting, whichever consumes the most senior time.
A side project, a draft folder, a staging Airtable. Not the production newsletter list on day one.
Agentic work needs human review. Schedule the review time when the workflow is set to run.
Agentic workflows extend what a small DMO team can do. They do not replace the work of building the foundations the workflows read from. Five points keep the approach strategic.
A workflow without a tight knowledge system produces generic output faster. Foundations are not optional preliminaries.
Hand over the work that follows clear, repeatable rules. Keep judgement work with humans.
Agentic workflows compress time, they do not eliminate review. Plan the review when the workflow is set up.
Set up one workflow, use it for two weeks until embedded, then add the next.
Free time should go to the work that needs human judgement, not budget cuts.
It sits on top of the knowledge system, the project, custom GPT or gem that holds the destination's voice and facts, which sits on top of an AI-first team workflow, which sits on top of the strategic decision to be AI-first.