Social Media & Content Automation
Skill packs and prompts are provided in English so they work best with the AI tools. Use them as-is.
In this lesson you'll build, step by step, a complete system where Claude researches your audience, writes in your real voice, generates your images and videos, schedules your posts, and — if you want — runs on its own in the background. All with the same pieces real creators use, with hundreds of thousands of followers and 6-7 figure businesses. Prerequisite: the general lesson "APIs & MCP — getting the most out of Claude".
What you'll get: a working folder with your 4 voice-and-context documents, the tools connected (at minimum Higsfield for images/video), a template based on your own past wins turned into a one-command skill, and a clear path to sub-agents, a team board and automated routines.
Before you start: the honest warning
Not everything taught out there about "automating your marketing with Claude" produces real results — much of it is generic "AI slop" from creators who never show their actual results. Before building anything, apply these 3 rules:
Don't automate what you can't do well by hand
If you can't write a good script yourself, you won't be able to judge whether the one Claude gives you is good.
Start small
Don't try to automate 90% of the flow on day one — saving yourself one hour a day is already a real change.
Creative judgment stays human
Thumbnails, a script's first line, editing with more than a simple cut — that's where the human touch still makes the difference. Use Claude to take the heavy, repetitive work off your plate, not to think for you.
Step 1 — Set up your workspace
- Use Claude Desktop (not the browser) — you need Cowork or Claude Code, which only exist in the desktop app.
- Create a folder on your computer, e.g.
marketing/. - Inside, create this structure:
marketing/
claude.md ← project instructions
context/ ← who you are, your voice, your business
templates/ ← reusable formats (images, copy)
skills/ ← automations (live in .claude/skills)
assets/ ← logos, photos of you, past-success examples
- Or ask Claude directly to build it — it does it on its own:
Create a claude.md file with project instructions, and a context folder with general information about me.
Step 2 — The 4 context documents (the step nobody does well)
This is what makes the output sound like you and not like "generic AI". Create these 4 markdown files in context/:
| File | What goes in it |
|---|---|
how-i-talk.md | Your voice: metaphors you use, tone, phrases you hate, banned phrases ("in today's landscape", "in the digital age" — always delete them) |
who-i-am.md | Your business, your goals, what you're working on now |
stories.md | Real stories of yours — the best email campaigns come from a real anecdote, not an invented stat |
business-overview.md | Brand identity, revenue model, offer, current bottleneck |
Golden rule to give Claude explicitly (add it to your claude.md):
Never invent a figure, an event, or a quote that doesn't come from these documents or a real source I give you.
Without this rule, Claude fills gaps with things that sound good but aren't true.
Shortcut: you can ask Claude to interview you for 10-15 minutes and generate these 4 files for you — just say:
Interview me to create my brand context documents.
Step 3 — Connect the tools (MCPs)
Go to Settings → Connectors for official ones, or Custom connector for those without a native connector (they need a URL + sometimes an API key).
| Tool | For what | Connection type | Cost |
|---|---|---|---|
| Higsfield | Generates images and video (picks the best model — Nano Banana, GPT Image, Cling — for what you ask) | Custom connector (MCP) or CLI | From $19/mo |
| Sandcastles | Channel analytics: which hooks/formats win, detects outliers | Custom connector (MCP) | Credits per analyzed video |
| Firecrawl | Scraping — Claude can't read YouTube/Instagram/X directly | Custom connector (MCP) | Free plan: 1000 credits/mo |
| Clay | Prospecting — finds leads + verified emails, 150 sources | Official connector | 2000 free trial credits |
| Zapier | Bridge for what has no native connector (e.g. Beehive, your CRM) | Official connector | Per Zapier plan |
| Semrush | SEO for the AI era — what gets you into ChatGPT/Claude answers | Official connector | 14 days free |
| Supabase | Stores data for live dashboards (live artifacts) | Official connector | Free plan is enough to start |
| Blotato | Schedules posts across all your networks from Claude | Custom connector (MCP) | Per plan |
| Notion | Task board — your team adds tasks, Claude executes them | Official connector | Free |
How to connect Higsfield step by step (the most important of this lesson)
- Create an account at higsfield.ai.
- On their site, go to the MCP section and copy the link.
- In Claude: Settings → Connectors → Add → Add custom connector.
- Name it "Higsfield", paste the link, hit Add.
- It will ask you to authorize — hit Connect, sign in, Allow.
- If you use Claude Code (not just Cowork): you can also install its own skills with a terminal command Higsfield gives you on that same page (Skills section) — this teaches Claude to use Higsfield even better, and its CLI (more powerful than the raw MCP) with another similar command.
Step 4 — Build reusable templates (the method that works)
Don't ask Claude "make me a nice thumbnail" — give it a method:
Analyze your own past success
Gather your 4-5 best pieces (thumbnails, posts, whatever) by real metric (click-through rate, engagement).
Ask Claude to extract the anatomy
E.g.: "Look at these 4 winning thumbnails and tell me the pattern — logo position, text size, colors."
Turn the pattern into a template with variables
The result is a .md in templates/ with a "master prompt" and placeholders: {badge}, {title_line_1}, {accent_color}, etc. — so every generation comes out consistent, not random.
Save your reference images
Your face in various poses, your logos — in assets/. Claude uses them as a visual anchor, something text alone can't pin down (identity, style, finish).
Step 5 — Turn the template into a skill (the real automation)
Once you like the template, ask Claude:
Create a skill called thumbnail-generator that, when I type /thumbnail-generator plus the video title, generates 3 variations following this template, reviews them against a checklist (spelling, logos, face looks right), and saves them to assets/generated.
Claude uses its own skill-creator (included by default) to build the skill file. From there, you type /thumbnail-generator [title] and in minutes you have 3 variations ready — without rewriting the long prompt each time.
Repeat this same pattern (template → skill) for: LinkedIn posts, newsletters, blog posts, Instagram carousels, YouTube scripts, campaign emails — any format you use often.
Step 6 — Sub-agents: divide the work, don't pile it up
The more skills you cram into a single conversation, the less focused Claude gets — like asking one person to be your writer, analyst and designer at once. The solution: specialized sub-agents.
Example 5-agent marketing team:
Market researcher
Trends, competition.
Data analyst
Campaign reports, dashboards.
Content creator
Blogs, posts, newsletters.
Creative designer
Images and video via Higsfield.
Campaign strategist
Pulls it all into a coherent brief.
They're created with /agents → Create New Agent in Claude Code, and each one has its own .md file with its role, assigned skills, and tools. Then you invoke them with @agent-name.
Step 7 — Connect a team board (Notion) and remote control
With Notion connected, your team drops tasks on a Kanban board; Claude scans them, assigns the right agent, and executes by priority — without anyone having to copy and paste a prompt.
With Remote Control (/remote-control in the chat), you control a Claude Code session running on your computer, from your phone. Handy to review or trigger tasks away from your desk.
The Remote Control link gives full access to that session — never share it with anyone.
Step 8 — Automate with routines
Once a skill works well manually, turn it into a scheduled routine: tell Claude when to run it (e.g. every day at 7am), and what to do with the result (ping you on Slack, save to Notion, or leave it ready for your review). This runs even with your computer off if you use the cloud version.
Copy-paste example prompts
Analyze your channel (with Sandcastles):
Analyze the last 60 days of my channel. Give me the topics, hooks, formats and non-obvious patterns behind my winning videos.
Generate content in your real voice (using your context docs):
Write a short email promoting this video [paste transcript]. It should be readable before someone gets up from the toilet. Check it follows all the rules in voice.md before giving it to me.
Generate a thumbnail with Higsfield:
/thumbnail-generator How I used Claude to triple my sales
Prospecting with Clay:
Find the 10 AI companies in San Francisco most likely to be a client, give me their key contacts, and draft an intro email for each using my email voice.
Safety rule for this lesson. Each MCP you connect (Higsfield, Firecrawl, Clay, etc.) has its own API key or authorization — apply the same 6-point checklist from the general lesson before giving it access to real business data, and never paste a manual key directly into a chat prompt.
Final checklist — do you have everything you need?
- Working folder with
claude.md+context/+templates/+assets/ - 4 real voice/context documents of yours (not generic)
- At least Higsfield connected (images/video)
- A template based on your own past success, not invented
- A skill working end to end
- You know which parts you're NOT automating yet (human judgment)
10-minute practice. Create the marketing/ folder with the Step 1 structure and tell Claude: "Interview me to create my brand context documents." Answer its questions for 10 minutes and review the 4 files it generates — fix anything that doesn't sound like you. That context is the foundation for everything else in this lesson.