Claude Cowork for marketing ops

Recurring reporting eats a marketing ops team’s week: pulling numbers from a half-dozen places, building a detailed review for the team and a summary for leadership. This video shows how a marketing ops and analytics role uses Claude Cowork for the weekly metrics review. Claude gathers and verifies the numbers, and you decide what the story is. Because the process lives in a skill, it runs the same way every week, and anyone on the team can pick it up. Claude Cowork is Claude for knowledge work. It connects to the tools you already use, runs multi-step tasks with your approval, and runs on skills that fit your workflow. Try Claude Cowork: claude.com/cowork

May 18, 20263mWatch on YouTube ↗

WHAT IT’S REALLY ABOUT

Automating weekly marketing metrics reviews with Claude Cowork skills

Ian describes a repeatable weekly workflow where Claude Cowork gathers context, pulls data from multiple sources, and suggests focus areas before Monday morning.
The process is codified into skills (prep, proofreading, and action-item management) so the same review structure can be run consistently and shared across the team.
Claude flags mismatches and asks clarifying questions when data or org changes cause reporting gaps, rather than guessing, keeping the analyst in control of decisions.
After the narrative and headlines are agreed, Claude expands the draft, produces a team-ready doc and Slack message, and converts follow-ups into Asana tasks.
The workflow ends with an executive one-slide summary focused on what changed, why it changed, and what to do next, and the skill is updated with lessons learned for future runs.

IDEAS WORTH REMEMBERING

5 ideas

Use scheduled automation to start the week with a prepared analytics packet.

A Sunday evening scheduled task reads last week’s review and meeting transcript, checks Slack for sales priorities, queries the data warehouse, and leaves a folder of numbers plus suggested focus areas.

Capture recurring work as reusable skills to standardize quality.

Ian packages the workflow into prep, proofreading, and action-item skills so the review can be executed the same way weekly and shared so others can reproduce the process.

Keep humans responsible for the narrative while AI handles retrieval and assembly.

Claude pulls and organizes metrics well, but Ian explicitly chooses the week’s focus (e.g., Q2 plans at the quarter turn) and directs what the review should lead with.

Design the workflow to surface discrepancies instead of silently “fixing” them.

When sales reorganizes and reporting no longer matches, Claude highlights the gap and asks how to proceed, allowing Ian to decide to align to the sales team structure.

Require number-to-source traceability to improve confidence and reduce reporting risk.

The proofreading skill checks that every figure in the draft maps back to a verified data source, preventing ungrounded metrics from making it into the review.

WORDS WORTH SAVING

5 quotes

My job is marketing ops and analytics, which means I help the marketing team market better with the help of data.

— Ian

With Claude Cowork, I drop in the week's context, Claude pulls and verifies the data, and I steer the narrative.

— Ian

Together the skills capture the process so I can run it the same way each week and share the process with the team.

— Ian

As part of the prep skill, when something doesn't line up, Claude flags it and asks questions instead of guessing the answer.

— Ian

It's what changed, why, what to do about it.

— Ian

Marketing ops weekly metrics review workflowConnectors and warehouse queriesScheduled Sunday prep taskSkills: prep, proofreading, action itemsNarrative steering and focus selectionData verification and traceabilityPublishing outputs: doc, Slack post, Asana tasks, leadership slide

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