Ep 599: 3 Claude AI Workflows DTC Marketers Can Use to Save Hours Every Week

3 Apr 2026 · 16 min · 8 chapters

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In short

DTC marketers’ time-saving workflows using Claude (especially Claude Cowork), building reusable “Claude Skills,” and using always-on AI optimization. It contrasts “chatting” with setting up task-planning, tool connections, and human-in-the-loop taste.

Guests

Brayden Germain, Senior Content Manager at Pilot House (and sister agency). He focuses on adopting Claude workflows for DTC/agency teams.

Key claims

Claude Cowork works better when set up as a co-worker that creates task lists, asks follow-ups, and executes plans. Marketers should break ad production into micro-tasks, automate structural steps, and keep human judgment for creative taste. Claude Skill Builder can generate skills by asking questions and requesting resources. Always-on “auto research” can continuously optimize KPIs.

Notable examples

standardizing brand tone across multiple client teams via shared reference files inside a Claude skill; using Andrej Karpathy’s GitHub “auto research” to optimize landing pages/ad copy/creatives via conversion-rate or CTR APIs; caution about Meta Ads Manager integrations potentially triggering account issues; using Claude dispatch to trigger skills from a phone with screenshots.

Written by AI. May contain mistakes. Listen to the episode to check what was said.

Chapters

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Understanding Claude as a Co-Worker

0:45 to 2:10

Exploration of how Claude works as a collaborative assistant rather than just a chat tool.

“And yeah, within the last few weeks, we've been starting to adopt it more and it's just super stoked on it.”

Leveraging Claude for Daily Workflows

2:10 to 4:00

Discussion on how to integrate Claude into daily work tasks and the skills needed to maximize its utility.

“It's like having, I think Claude Cowork has proven that it's like having like an assistant that is capable of creating task lists for itself, asking follow-up questions.”

Breaking Down Tasks with Claude

4:00 to 6:00

The importance of decomposing tasks and leveraging Claude’s capabilities for efficient execution.

“And so say I have a, say I want to make an ad, you know, saying, okay, Claude, make me an ad is like, it encompasses a lot of little micro tasks.”

Learning from YouTube and Standardization

6:00 to 8:15

Using online resources to improve skills and standardize processes across teams.

“just trying to learn as much as I can from YouTube and be relentless with watching videos just so that I can, like I said, get those mental models down.”

Implementing Claude Skills for Teams

8:15 to 11:35

How to create and leverage Claude skills to enhance teamwork and consistency in output.

“Like everything is with Claude, especially when you break it down into small pieces, right?”

Auto Research and Optimization Techniques

11:35 to 12:25

Discussion on using auto research to optimize landing pages and marketing materials.

“But I think that learning these tools, learning how to automate, learning how to, you know, have a computer that's running that you can call on any time to run and execute on tasks is going to serve us really well.”

Addressing Integration Challenges

12:25 to 14:00

Exploring the potential issues of integrating Claude with advertising platforms and possible solutions.

“that's always running and it can go and it can run those skills for you.”

Emerging Trends in AI and Business

14:00 to 15:32

Learn about the rapid developments in AI technologies and their implications for various industries.

“This one is about, and so then all of a sudden you can kind of start understanding a little bit better, dissecting.”
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Transcript

Automatic transcript. May contain errors.

0:00Braydon Germain:Claude Cowork has proven that it's like having an assistant that is capable of creating task lists for itself, asking follow-up questions. It's becoming like a real co-worker for me, and I think that's really the change. There's people who download Claude, and they'll try to use it, and they'll just say, like, it's just kind of like another chat. But if you take the time to really understand how it works, that's when I think you can start leveraging it. And so for me, personally, I think I'm still in this building phase where I'm trying to figure out.

0:34it's all killer no filler i'm eric and this week we are back with our resident ai expert brayden germain senior content manager over at our sister agency pilot house welcome to all killer

0:45Braydon Germain:no filler what's cracking in the ai world oh man that's uh i mean last time we talked we talked we kind of touched on claude co-work but i feel like uh i don't know if everyone else has noticed this but it certainly has kind of blown up in the zeitgeist i think a lot of people are are using in it and talking about it. And yeah, within the last few weeks, we've been starting to adopt it more and it's just super stoked on it. I think of the metaphor about the idea about humanoid robots. And we may, there may actually be only a short period of time where we used humanoid, where we're going to use humanoid robots, because in the long run, we're going to have purpose-built robots.

1:20That's for instance, like the robot that builds the houses will have a spot that lives in the houses kind of thing. So that will become your robot of the house. It won't be a humanoid robot. And when looking at some of the topics you wanted to talk about today, it was kind of on the scale of that idea where you're just learning how to rethink what work is and how to work in general. And rather than thinking about how to do the things you do all the time with these robots, there's a layer deeper maybe where you're actually talking about, you know, how to think about work itself. Yeah.

1:50Braydon Germain:I mean, I think for a long time, people were just using chat GPT and they were using these tools as just like a chat. I mean, that's how I was using it. Maybe I'd get into, you know, custom GPTs and things, but most of the time it was just throwing questions at it. They had pretty good memory and you would just get answers back and then you would use that for your job just to kind of speed things up. But now it's really turned into this coworker. It's like having, I think Claude Cowork has proven that it's like having like an assistant that is capable of creating task lists for itself, asking follow-up questions.

2:19Braydon Germain:I love how coworker kind of gives you these like follow-up questions and you can like give it more context and you know, it will execute on a plan and the outputs just become, become better. And not to mention all the ways you can connect it to all your tools. It's becoming like a real coworker for, for me. And, and I think that's really the change. Walk me through your day. Walk me like when you talk about it becoming more of a coworker and not just a tool that you query or whatever, like walk me through a, you know, one of your workflows or like, you know, do you turn it on? Like when you sort of sign in in the day, do you sort of put it on and sort of have it be working alongside you?

2:51Is it still more sort of, okay, I got to, you know, send all these invites, I got to do all this and just use it? I think that it takes a lot of learning.

3:00Braydon Germain:Like I will, I will say like, you know, it does take a lot of learning to kind of set everything up. And I think that's like part of it is that there's, there's people who get in, you know, download Claude and, you know, they'll try to use it and they'll just say like, it's just kind of like another chat. But if you take the time to really understand how it works, that's when I think you can start leveraging it. And so for me personally, I think I'm still in this building phase where I'm trying to figure out all the skills that I need to give it so that when the time comes, when I wake up in the morning, when I log into my computer, I can say like, hey, give me a brief on what I need to do today.

3:35Braydon Germain:And it can go into Slack. It can go into my calendar. It can look at my Gmail and it can give me like a rundown. But that's like a process, a skill that I need to build within it. So I'm still kind of in this like building phase of like figuring out what skills are really important to me and how to leverage them. But I think, you know, we could talk about this, like I'm really interested in breaking down what my day consists of from a really granular level. And so say I have a, say I want to make an ad, you know, saying, okay, Claude, make me an ad is like, it encompasses a lot of little micro tasks.

4:09Braydon Germain:And so I'm trying to break down all these micro tasks of what it consists of making an ad, getting that delivered to like a designer for them to execute on. And so then I'm looking at all the ways that I can say, oh, I can automate this process. I need to go into Google Drive. I need to create Google Drive links. Well, I can automate that process. I need to find example ads that maybe I could like replicate from another brand or I need to come up with like a new concept. So I'm trying to break all those things down, create skills for a lot of those so that then I can only worry about the things that involve my taste or things like selecting the right assets or going into Nano Banana and creating assets from scratch where I get to kind of use my taste and creativity, but then I can kind of off-board all these structural things that it's always the same for me to do.

5:01Braydon Germain:I got to copy and paste this here. I got to do this, this, and this. So I can try to off-board that stuff. And whereas if you had just given it the instruction, like get me from point A to point B without all the taste interventions, you would get something terrible and you'd be like, oh, AI is terrible at this kind of thing. But it is by breaking it down and applying human in the loop where it's important, you can get great results. Yeah. Yeah. And I think like YouTube is such a great resource for people to learn about this thing. Like that's like what I've been doing. I've basically just been trying to train my YouTube algorithm to just feed me clod stuff because a lot of time what I'm finding is a lot of the content online is not necessarily about DTC.

5:36Braydon Germain:It's more so about SaaS products. It's more so about entrepreneurs sort of thing, like business owners who are just like one person. And from a marketer's perspective, I kind of need to see what they're doing and try to internalize those mental models so that then I can understand the process, the way that they're thinking, so I can go start executing that on my day-to-day. So that's kind of like what I've been doing is just trying to learn as much as I can from YouTube and be relentless with watching videos just so that I can, like I said, get those mental models down. Can you give me an example of a topic that you've sort of like integrated that you sort of saw and was like, okay, this is something I got to do.

6:13Braydon Germain:I guess the one thing that comes to mind is like standardizing things across client accounts. So I think for us on the pilot house side, it's just really important that like, if there's multiple people who are writing, for instance, copywriting, you know, if there's multiple teams, like the email team, the meta copywriters, the people who are making the ad creative themselves, landing pages, if there's multiple people who are engaged in copy, that all those people are speaking the same language. And when you have four or five clients, it's difficult to really digest their brand tone and voice.

6:49Braydon Germain:It's doable, but it's difficult. And so what I've been really trying to solve for a couple of our clients is how do I create skills that are built for clients so that like I can share them across multiple teams. And, you know, that means like a base layer of like defining what good copy is. So having a few like reference files within the skill to say like, this is what really good copy is. The next level is like, this is how the brand speaks. And then the next level is like, here's some really good examples. And so creating this really strong Claude skill that then I can share across teams. And then that way, you're going to get way more client trust because they're going to say, wow, they're just crushing copy every time.

7:30Braydon Germain:And that's really the name of the game. So that's like one way that I'm actively building something out right now. I actually haven't, I've worked with Claude Co-Work a lot, but how is the training? Is it just as easy as it is to do everything on Claude? Well, the cool thing with Claude is like, there's a skill called Claude Skill Builder, basically. So it's a skill that Claude has. So you can basically just call on this skill and say, hey, use your skill, backslash skill. You can say use backslash skill to help me build a skill for X, Y, and Z. It knows exactly what to do. It will ask you questions.

8:01Braydon Germain:It will ask for resources. You can feed the information to it. It will basically build the skill for you so that then you can kind of create this workflow or create this function and then run it consistently. And so that's effectively what I've been doing is using the Claude skill builder skill. It's very cool. And it's easy. And it's easy. Yeah. Like everything is with Claude, especially when you break it down into small pieces, right? The part that really spoke to me here was something, because I'm going through this, we're trying to really optimize the D2C website, optimize our content there, and just sort of like talking with it about not only how I could optimize the website, but how you do it in an ongoing way and sort of in an automatic way.

8:39You have a point here about Andre Karpathy and auto research slash auto optimization. Talk to me about that.

8:45Braydon Germain:Yeah. So I kind of stumbled upon this. I was listening to another podcast and they were talking about their landing page and they were talking about how amazing their team is, how they ran this landing page through auto research. And so I kind of was like, well, what is auto research? I got to look into this. So I looked into it and it's on GitHub and it's a skill that Andre Carpathie wrote that basically allows you to treat anything that has like a KPI so that you can connect with an API as like a basically like a self-generating auto research. So it will take like, you could take like a landing page, for example.

9:18Braydon Germain:And then if you have an API that you can connect to it, that kind of gives it the like click through rate data or the conversion rate data. And then you can connect it to this skill and you can let it run for months. And it will just continuously improve, self-improve the website over time so that it's optimizing for conversion rate. You could do that for ad copy. You could do that for even ad creatives, email taglines, email subject lines. if you're doing cold email outreach, like you can basically feed the API into this skill, this auto research skill and optimize things over time. And people have talked amazing things.

9:54Braydon Germain:I wouldn't say I'm an expert at it. It does take a little bit of coding expertise, but I mean, Claude is good at explaining things and it's definitely worth looking into if you're trying to solve those sorts of problems. Have you heard, I've heard a few horror stories about Claude integrating or crawling ads manager and having it be a problem for the account that Claude is integrating. Have you any guardrails around that? I haven't used Claude with Ads Manager. And I have heard from people that they've had their issues with Meta, like Meta will shut down their ad account if they're using Claude, integrating Claude with their Meta ads account.

10:29Braydon Germain:So I think that's a big flag there. But I have heard people getting a lot of success with Manus because Meta bought Manus. And so that might be a better option there. But then there is also like, I think other companies like Triple Whale, I'm pretty sure you can connect APIs to Triple Whale as well to get that data out as well. So there's opportunities there too. But definitely worth looking into the guardrails and being careful with Claude and integrating it with Ads Manager. And then the other piece that you mentioned here, it kind of completes my weird metaphor that I started with. It's a different way of working, a way that humans aren't always capable, especially when you work in teams.

11:09You have sprints where you go through big things and then people don't always follow through. But with AI, you can have always-on execution. So this is sort of the final piece of these systems you want to create is thinking about how can they be always-on and hold the humans accountable even.

11:25Braydon Germain:Yeah, I listened to this great video and the guy on the video was talking about how you kind of want to win an AI. You want to almost like AI yourself out of a job. It's a scary road to go down. But I think that learning these tools, learning how to automate, learning how to, you know, have a computer that's running that you can call on any time to run and execute on tasks is going to serve us really well. And I think that like you'll be able to bring your agents or your ideas to new jobs or new opportunities, which I think is really going to be awesome. So that's kind of the mindset I'm kind of taking is like, hey, what can I automate?

12:04Braydon Germain:And now with these new tools, you know, Claude has this new dispatch tool where you can set up a Mac and you can call on Claude from anywhere on your phone. You could text Claude and say, hey, I found this great ad idea while I was scrolling Facebook. Here's a screenshot of it. can you execute on this skill that I have? And it will go and it can, you know, you have a computer that's always running and it can go and it can run those skills for you. So you all of a sudden become this kind of like skill builder, you taking your expertise, and then you're kind of driving the machines as opposed to like doing the tasks themselves.

12:36Braydon Germain:And I think that's really kind of what the future is and what I'm trying to kind of get to with how we're operating here at Pilehouse. Very cool. Any other sort of starters on like Claude skills that you think would be really valuable for people in your position, either media buyers or on the creative side? Yeah, I think so. GitHub is a great resource. You can go on GitHub. You can also go in like just Google and just search Claude Skill libraries. And people have generated, you know, all these different skills that you can just download and then upload into your Claude. So worth looking into.

13:08Braydon Germain:There's some great ones for like ad copywriting. There's like a full marketing suite of one where it's great for like SaaS companies. and it basically has all these skills built into it. So you can call upon, say, the cold email skill and get it to check your work. Or you can say, call upon the copy editing skill. So go and check out these GitHub libraries for CloudSkills. And then what you can do is you can actually look under the hood, which is what I like to do. As I like to go on GitHub, I like to find these kind of like marketing skills. And then I like to see what is the reference files.

13:40Braydon Germain:They have all these markdown reference files inside. And they're just plain English, so you can just read them. What do they say? And all of a sudden you can start to see, okay, well, this reference file is talking about what makes great copywriting. This one's talking about what are the best practices for a number of characters in meta ad copywriting for ad copy. This one is about, and so then all of a sudden you can kind of start understanding a little bit better, dissecting. So it's a great place to get skills as well as understand how skills are written from a bunch of other people. So definitely recommend doing that.

14:12It's such an interesting movement. The news this past week of Claude's code base being leaked was an interesting one. Like it is inherently, it trends towards being open source in a way, right? Just with the ability, with the fact with AI models that you don't need huge computational ability in order to run them, I think ultimately may lend themselves to it being a more decentralized technology.

14:37Braydon Germain:Tell that to Claude and OpenAI that are the fastest software companies and growing software companies ever. So they're centralizing pretty good. But wild, wild times. It is wild times. So much has happened in the last like three weeks. It seems like every week it's something completely new is coming up. And it's across every axis. We just on the agency community, joinagency.co if you're an agency out there. we just a call, we just, we've met, you know, someone that we're bringing in to speak to the community that just specializes in building whole systems for all sorts of difference for the medical industry, for the legal industry.

15:12And it's just this like proliferation of people that are going to be able to sell the tools and to make, to, you know, help make organizations, you know, superhuman, essentially. What a fun time to be in business. Yeah.

15:23Braydon Germain:Like I said, learn the tools, go on YouTube, learn some stuff. And, um, it's, it's pretty fun once you start kind of understanding things and, and understanding the possibilities. So totally. All right. Thanks, Brayden. Talk to you again soon. Thanks, Eric.

15:40Thanks for listening to today's episode. If you're not getting the DTC newsletter, you can subscribe for free at direct to consumer.co. And if you want to learn more about Pilot House's all killer, no filler services, take off to pilothouse.co. I'm Eric Dick, and this has been the DTC podcast. We'll see you next time.

16:00Thank you.

From the publisher

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Braydon Germain from Pilot House is back on AKNF to break down how AI is changing the actual day-to-day of marketing work. This episode isn’t about shiny demos or abstract AI hype. It’s about using Claude like a real coworker: building skills, breaking work into micro-tasks, automating repeatable steps, and keeping human taste where it matters.


For DTC founders, agency operators, media buyers, and creative strategists trying to turn AI from a novelty into a real workflow.


In this episode, Eric and Braden get into:

  • How Claude shifts from “chat tool” to “coworker”
  • why the best AI workflows start by breaking work into smaller repeatable tasks
  • How teams can build shared skills for more consistent copy across channels
  • Where auto-research and always-on optimization could actually change how marketers work
  • Why human judgment still matters most in taste, positioning, and creative direction


Who this is for: Marketers and operators who already use AI a little, but know they’re still nowhere near the ceiling.


What to steal:

  • Break one recurring workflow into micro-tasks before trying to automate all of it
  • Build shared AI skills around tone of voice, reference examples, and approval standards
  • Keep AI on structure and repetition, keep humans on taste and final judgment


Timestamps

00:00 Claude as a real coworker

02:21 Why most people use AI too simply

04:22 Breaking ad work into micro tasks

06:26 Standardizing copy across client accounts

08:01 Building Claude skills with Skill Builder

10:06 Auto research and KPI-based optimization

12:08 Always-on execution with AI agents

14:15 Best Claude skill libraries on GitHub


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Watch this interview on YouTube - https://dtcnews.link/video

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