Claude Duet for marketing: use cases and prompts for CMOs, PPC, B2B, SaaS and ecommerce

Claude Duet is Anthropic's agent that keeps working when you close the app. It checks your connected apps every few hours, sends you a brief each morning, and messages you when something needs a decision. That's a big chunk of any marketer's week: noticing what changed, then writing it up for someone who wasn't looking. This guide covers what to hand Claude Duet for marketing, by role and by business type, with the prompts, skills, playbooks and connectors behind each job.

What Claude Duet does for a marketer

Anthropic opened Claude Duet on 21 October 2026 as a research preview, by waitlist, for Claude Pro and Max subscribers in the US. Going by Anthropic's own pages, six things about it matter for marketing work:

• A morning brief. Each morning it sends a short brief on what matters most across your connected apps.
• Checks every few hours. It looks at your connected accounts at set intervals and messages you when something needs your attention.
• One thread, plus channels. You talk to it in one thread, by typing or sending a voice message, and you can open a channel per topic or per client. Every channel shares the same memory.
• Finished work. Alongside answers, it hands back docs, decks and dashboards.
• Your Claude account. It uses the memory, skills and connectors you already have in Claude, and it supports plugins.
• Approvals. Before it sends a message, makes a payment, signs a document or deletes anything, it shows you what it's about to do and waits for your OK.

Anthropic's own launch post uses marketing examples: follow-up emails drafted from HubSpot's contact and deal history, a product launch turned into a social campaign in Canva, and a Shopify store set up and run. Add your ad accounts and search data, and Claude Duet can take on the part of marketing that eats the most hours: reading the numbers and writing them up. For me it was the same questions every week, forever, and none of it the job I'm paid to do.

Set it up once: connectors, skills and memory

Like any new hire, Claude Duet is only as useful as the logins and the briefing you give it. Three things decide that, and you set each one up in Claude once. Duet uses them from its first message.

Connectors: the data

HubSpot, Shopify, Canva, Gmail, Drive and Slack all have connectors in Claude's directory. There's no Google Ads, LinkedIn Ads, Microsoft Ads or Google Search Console connector there from the platforms themselves. AdPlug fills that gap with one connector per platform: Google Ads, LinkedIn Ads, Microsoft Ads, Reddit Ads, Google Search Console and the HubSpot MCP, plus one connector that carries all the ad platforms together. Each takes about two minutes to add in Claude.

Skills and plugins: the know-how

A skill is a saved set of instructions Claude loads when the job comes up: your report format, your brand voice, your audit checklist. A plugin bundles skills with the connectors they need. Claude Duet supports plugins and uses the skills on your Claude account. The skills section below lists the ones worth adding for marketing.

Memory: your numbers

Claude Duet carries your Claude memory, so you can tell it your targets once instead of in every prompt. After that, every report is judged against your numbers rather than an industry average:

One more rule for day one. “Revenue” is a different number in Shopify, HubSpot, Google Ads and your analytics, because each one counts it differently: attribution windows, dates, refunds in or out (four tools, four revenue numbers, one awkward meeting). So make Duet show its working:

What Claude Duet does on its own, and what waits for you

Before you let Claude Duet near an ad account, you'll want to know what it does without asking. Here's the straight answer:

Claude Duet's own approvals cover messages, payments, signatures and deletions. For ad changes, the guard comes from the connector. AdPlug splits every change into two steps, a preview and an execute, and on Google Ads the second step won't run without the first. You can also set the change tools to Needs approval or Blocked in Claude's connector settings. Every report and every change lands in AdPlug's audit log, so you can see what Duet got up to overnight.

With AdPlug, Claude shows me what it's about to change before it does it, which is the part that lets me sleep. Give Duet the same rule in its thread:

Claude Duet use cases for marketing, by role

Claude Duet use cases change with the role, and so do the connectors behind them. Here's the short version, then each role in turn.

For CMOs

A CMO doesn't need the clicks. They need to know what the spend bought in pipeline, early enough to do something about it. With AdPlug's ad connectors and HubSpot connected, Claude Duet can put spend and pipeline on one page every Monday:

When you weigh one channel against another, use the quarter, not the week. B2B deals take a lot longer than a week to close:

HubSpot's original source puts Google and Microsoft both under paid search, so check its drill-down or tag each platform's links with UTMs if you want them apart. If an agency runs your accounts, Claude Duet can also read the change history in Google Ads, Microsoft Ads and Reddit Ads (LinkedIn's API doesn't share one, so LinkedIn sits this one out). That answers a question most CMOs can't easily get answered:

And at the start of each month, the deck you take into the board meeting:

Skills for this in the AdPlug Marketing plugin: Spend to pipeline, Weekly performance report and Client report.

Playbooks to start with: Ad spend against pipeline and revenue, Quarterly channel ROI and Cross-platform weekly digest.

For fractional CMOs

A fractional CMO runs marketing for several companies at once, usually alone. Claude Duet fits that shape well: one person's account, a channel per client, and a brief that tells you where to spend your morning. Two things make it work across clients:

• One AdPlug connection per platform reaches every ad account your sign-in can see, so all your clients' Google Ads, LinkedIn Ads and Microsoft Ads accounts sit in the same connector. Every AdPlug plan includes unlimited ad accounts.
• AdPlug's HubSpot MCP reaches your clients' HubSpot portals from one connection: up to 3 portals on AdPlug's Pro plan and 10 on Max and Agency. HubSpot's own Claude connector works with one HubSpot account at a time, per HubSpot's help article. That's fine for an in-house team and slow going across several clients.

When a new client signs, the first-week audit:

And before each monthly meeting:

Skills for this in the AdPlug Marketing plugin: Account audit, Spend to pipeline and Client report.

Playbooks to start with: Weekly summary across client portals, Senior Google Ads audit and Is HubSpot tracking your ad leads?.

For in-house and digital marketers

In-house, every Monday brings the same three questions: what happened, why, and where should the money go next? Every Monday I type one sentence into Claude, cost per lead by job seniority over the last 90 days, and have the answer in seconds. Here's the version to give Claude Duet:

If you look after SEO too, AdPlug's Search Console connector puts organic search next to paid in the same thread:

Before a launch, the dull checks are the ones that save the most embarrassment. Claude Duet can open pages in its own browser, so it can do them for you:

And when your creative starts to wear out, have Duet turn what's working into new drafts with Canva's connector:

Skills for this in the AdPlug Marketing plugin: Weekly performance report, Paid vs organic and Launch check.

Playbooks to start with: Weekly Google Ads performance recap, Paid vs organic overlap and Why organic traffic dropped.

For PPC specialists and agencies

This is where Claude Duet earns its keep. The five-minute check on every account each morning, the search terms on Monday (the ones we've all been meaning to get to since March), the client report at month end: all of it is reading data, spotting the odd thing and writing it up.

I built AdPlug for my own daily checks before anyone else used it, and they're this kind of work: read the search terms, add the negatives, flag who's underspending by Friday. Put the health check in the brief, so it's waiting before you open a laptop:

The latest day's conversions are still coming in, so tell Duet to treat a small dip as lag, not a crisis. Then the weekly jobs:

With Google Calendar connected next to the ad accounts, Duet can brief you before each call:

And the check every account manager should run before the client does it for them:

One catch for agencies: Claude Duet isn't on Claude Team plans yet, so for now it runs on one person's Pro or Max account. More on running AdPlug across clients on the agencies page.

Skills for this in the AdPlug Marketing plugin: Ad account health check, Search terms into negatives, Budget pacing and Client report.

Playbooks to start with: Wasted-spend search terms into negatives, Negative-keyword conflict checker and Senior LinkedIn Ads audit.

For founders running their own ads

Founders don't want a dashboard. They want to know, before the day starts, whether the ads are making money and whether anything's broken. The ad-platform emails that matter are about billing, suspensions and policy, and fake suspension emails do the rounds. So have Claude Duet check each one against the real account:

Skills for this in the AdPlug Marketing plugin: Ad account health check and Weekly performance report.

Running a shop? The ecommerce section has the Shopify versions.

Claude Duet use cases by business type

Claude Duet use cases also change with the business, because the number that matters changes: pipeline in B2B, paying customers in SaaS, and profit on each order in a shop.

B2B lead generation

In B2B the cheapest lead is often the worst one. What you want to know is which platform, campaign and audience brings leads that sales turns into opportunities, and that answer lives in HubSpot, not in the ad platforms. With the HubSpot MCP next to the ad connectors, Claude Duet can join the two:

These answers depend on HubSpot knowing where each lead came from, through UTM tags on your ad links or your ad accounts connected in HubSpot. Keyword-level answers need HubSpot's auto-tracking or a keyword UTM, and the job-title question needs the job title on the HubSpot contact, from your form or LinkedIn's lead sync. Not sure it's all there? Ask Duet to check the tracking before you trust the answers.

LinkedIn's own reports show who saw and clicked your ads, never which lead became an opportunity, so the join with HubSpot is the whole point. Microsoft Ads' LinkedIn profile targeting is worth a look here too: it reports by company, industry and job function on search.

Skills for this in the AdPlug Marketing plugin: Spend to pipeline and Launch check.

Playbooks to start with: Which ad platform brings the best leads, Paid leads nobody has followed up and Keywords that created pipeline.

B2B SaaS

B2B SaaS adds two twists. The conversion you optimise for (a trial or a demo) isn't the one that pays you, and your brand and competitor terms decide a big share of what search costs.

If your buyers are developers or other technical people, Reddit Ads reaches them in the communities they already read, and the community report shows which subreddits pay their way:

Counting sign-ups needs the Reddit Pixel or Conversions API in place, and the trial-to-customer question needs your trial sign-ups to reach HubSpot.

Skills for this in the AdPlug Marketing plugin: Spend to pipeline, Search terms into negatives and Paid vs organic.

Playbooks to start with: Win rate by lead source, First touch against last touch and Keyword planner deep-dive.

Ecommerce: Shopify, Google Shopping and Performance Max

For a shop, the trap is trusting each platform's own ROAS. Each ad platform will happily claim the same sale, and none of them knows your margin. Shopify knows what you sold, and the ad platforms know what you spent. Shopify's own connector for Claude reads sales, products and inventory, and AdPlug brings in the ad side, down to each product in Shopping and Performance Max. Give Claude Duet both, and start the day like this:

Google Ads counts some of yesterday's conversions later than Shopify counts the orders, so a small gap the next morning is normal. Each Monday, the blended view:

Then two quiet leaks that cost shops money:

When the numbers drop, have Duet work through the usual suspects in order, tracking first, because a broken tag looks exactly like a bad week:

Before a big sale, the readiness check:

And after every sale, while it's fresh:

Margin needs your product costs. If Duet can't read them from Shopify, give it your margins once and it'll remember them. Without them it can only tell you revenue after discounts, which is how a campaign shows a healthy ROAS and still loses money.

Skills for this in the AdPlug Marketing plugin: Shopping product waste, Ad account health check and Weekly performance report.

Playbooks to start with: PMax placement and brand exclusions, PMax creative refresh and Wasted-spend search terms into negatives.

Morning brief prompts for marketers

The morning brief is Claude Duet's version of Grok Bot's routines and the scheduled tasks in OpenAI's Dots. Tell it once, in plain words, what belongs in it:

Four things make the brief better:

• Say what normal is. “Against the same day last week” beats a guess, and the latest day's conversions are still arriving.
• Ask it to flag, not to report. “Flag only what needs me” keeps it short enough to read on your phone.
• Let your targets decide. With your targets in memory, “needs me” means off target, not just different.
• Ask in the thread if it skips something. In Every's review, Duet's scheduled runs couldn't reach custom connectors, and custom connectors are how your ad accounts get in. If the brief turns up without your ads while Duet is in preview, ask for them in the thread.

The AdPlug Marketing plugin: ready-made skills for your ad accounts

Prompts are a good start, but you retype them every time (or dig them out of last week's chat), and the answer can come back in a different shape each week. A skill is a saved set of instructions Claude loads when the job comes up, so the morning check runs the same checks in the same order, and this month's client report has the same sections as last month's.

A plugin bundles skills with the connectors they need. Anthropic's Duet help article says Claude Duet supports plugins, and this one installs on your Claude account, so it's there in Duet with the rest of your skills.

The AdPlug Marketing plugin is AdPlug's own: skills for the jobs you keep coming back to in your ad accounts, from the morning check to the client report. They follow the way I work on the accounts I manage: what I look at, and in what order.

It comes with AdPlug Ads, one connector for Google Ads, LinkedIn Ads, Microsoft Ads and Reddit Ads, plus two optional ones: AdPlug HubSpot for the pipeline skill and AdPlug Search Console for paid vs organic. Every skill tells Claude to show you each change, wait for your yes and create anything new paused (as a draft on LinkedIn Ads). On Google Ads, AdPlug itself won't run a change without its preview. On LinkedIn Ads, Microsoft Ads and Reddit Ads, that's down to Claude following the skill.

Download the AdPlug Marketing plugin (a free zip, MIT licence). Then:

• Open Customize > Plugins > Add > Upload plugin in Claude and choose the zip.
• Connect AdPlug Ads on the plugin's Connectors tab and sign in to AdPlug. Connect AdPlug HubSpot and AdPlug Search Console the same way if you want the skills that use them.
• Ask for the job in plain words (“run my morning check”, “build last month's client report”) and Claude loads the skill that fits. A plugin on your Claude account syncs to Claude Code too.

You'll need an AdPlug account with your ad accounts connected. The free plan is view only, on one ad platform: Claude can read your accounts and preview changes, but not apply them. Making changes, and HubSpot, need a paid plan.

The jobs it covers:

• Ad account health check: the morning check on every connected account, flagging only what needs you: spend or conversions off normal, campaigns that stopped, tracking that went quiet, disapprovals, broken landing pages and settings changed after launch.
• Weekly performance report: last week against the week before on every platform you've connected: what changed, why, and where the budget should move, short enough to read on a Monday morning.
• Client report: the monthly report for one client, against their targets, as a PDF or slide deck you can send without rewriting it.
• Search terms into negatives: Google Ads and Microsoft Ads search terms sorted by intent, with negatives proposed by match type and level for you to approve. It won't propose blocking a brand term or anything that converted.
• Account audit: the day-one audit of a new or inherited account (Google Ads first, plus LinkedIn Ads and Microsoft Ads when they're connected), with quick wins split from longer fixes, as a deck or PDF you can present.
• Budget pacing: month-to-date spend against budget for each account and campaign, where the month will land and why, and the daily budgets that would fix it, as previews.
• Launch check: a new campaign checked against the plan before it goes live and again once it's running: final URLs and their tracking, settings, approvals, and nothing live by accident.
• Spend to pipeline: ad spend by channel next to HubSpot pipeline and revenue: cost per opportunity, lead quality by platform, and the paid leads nobody followed up. It checks your tracking first.
• Shopping product waste: Shopping and Performance Max products that spend without selling, with stock checked through Shopify's connector if you have it, and blended return next to platform ROAS.
• Paid vs organic: where you pay for clicks on searches where you already rank in the organic top three, which pages are losing organic clicks, and a range for what cutting paid could cost you.
• Ads generator: responsive search ads and sitelinks for every active Search ad group in Google Ads, plus callouts and structured snippets for each campaign, written from the keywords and landing pages, as a spreadsheet you review before anything is uploaded. Microsoft Ads gets its own version.

Already added AdPlug's per-platform connectors, like “AdPlug - Google Ads”? Then you'll see the same tools twice. Both sets work the same way, so keep whichever you prefer.

Worth adding next to it

• Brand Voice plugin. Builds brand guidelines from your own documents and conversations, then checks Claude's drafts against them, so ad copy and emails stay on brand.
• Small Business plugin (Anthropic). Anthropic's Duet help names it as a plugin Duet supports. Its Marketing Monday workflow covers what's working, what customers are saying and what competitors changed.
• Your own report skill. Ask Claude to save your client report format as a skill, and the reports Duet builds after that follow the same shape.

Rather paste a prompt than install a plugin? AdPlug's playbooks are plain prompts, one job each, and they paste into Duet as they are.

The connectors behind it

Claude Duet uses the connectors on your Claude account. Anthropic's safety page says the apps you've connected to Claude carry over, and switching one off in one place switches it off in both. Here's what each job above needs:

Each AdPlug connector has a step-by-step guide:

• Google Ads to Claude Duet
• LinkedIn Ads to Claude Duet
• Microsoft Ads to Claude Duet
• Meta Ads to Claude Duet
• HubSpot to Claude
• Google Search Console to Claude

What Duet can't do yet

• Leave the US. The preview is US only, and Anthropic hasn't said when other countries follow.
• Run on a team plan. It's Pro and Max only, so agencies on Claude Team or Enterprise have to wait.
• Reach Microsoft 365. Outlook, Teams and the Office apps aren't available yet, and Slack works with limits. Microsoft Advertising is a different Microsoft product, and it works through AdPlug.
• Catch everything the moment it happens. It checks every few hours, so keep budgets, spend caps and automated rules in the platforms.
• Let you watch its browser. For apps without a connector it uses its own cloud browser, and you can't see or take over that session.
• Run for free. Background checks count toward your Claude plan's limits, the five-hour and weekly ones included. Each check that calls AdPlug also counts toward your AdPlug requests, so a daily brief needs a paid AdPlug plan.

Comparing agents rather than choosing a use case? See Claude Duet vs OpenAI Dots, Grok Bot and Meta Muse.