Yay, you're in! Let's get your first brief.

This takes about 5 minutes. Do it on a computer the first time.

Step 1: Add CreatorOps to Claude

In Claude, open your connector settings and choose Add custom connector.
Name it CreatorOps and paste this link:
https://connect.thecreatorops.com/mcp
Click Add, then Connect. Sign in when prompted.

Step 2: Sign in

A small CreatorOps window pops up. Sign in with the same email I invited. That's how we know which plan is yours.

Step 3: Connect where your deals live

Still in Claude's connectors, turn on the tools that hold your roster and deals (most managers use Gmail and Notion). CreatorOps never logs into these itself; your Claude does the reading.

Notion

Map your tracker fields by meaning and flag anything it could not find.

Notion prompt

Read my creator roster and deal tracker from Notion. Map fields by meaning rather than assuming property names. List the fields you could not find or confidently map before generating the brief. Use the CreatorOps connector tool generate_morning_brief. Include the complete roster and all open deals. For every deal preserve the full deliverables exactly (for example, “2 Instagram Reels, 1 TikTok video”), campaign name, stage, dates, payment details, and all available context. Include closedDeals from the last 12 months, brandNotes, creatorStats, and actionItems when available. Include each creator’s niches and specialties and their rate card when recorded. Include managerCounterUsd and managerFloorUsd; also extract manager floors or counters written in notes and pass them as the corresponding manager values. Do not invent missing facts. Return and display the exact brief exactly as generate_morning_brief returns it; do not summarize, rewrite, shorten, or omit sections. You may prepare draft copy in the brief, but NEVER send email, messages, or other communications. Sending is not part of this workflow.

Gmail Only

Use Gmail as the source, and keep the read focused on deal context.

Gmail prompt

Use Gmail only as the source for the creator roster, open deals, and related deal facts available in my messages. Do not read unrelated mail; identify missing or ambiguous fields and list them. Use the CreatorOps connector tool generate_morning_brief. Include the complete roster and all open deals. For every deal preserve the full deliverables exactly (for example, “2 Instagram Reels, 1 TikTok video”), campaign name, stage, dates, payment details, and all available context. Include closedDeals from the last 12 months, brandNotes, creatorStats, and actionItems when available. Include each creator’s niches and specialties and their rate card when recorded. Include managerCounterUsd and managerFloorUsd; also extract manager floors or counters written in notes and pass them as the corresponding manager values. Do not invent missing facts. Return and display the exact brief exactly as generate_morning_brief returns it; do not summarize, rewrite, shorten, or omit sections. You may prepare draft copy in the brief, but NEVER send email, messages, or other communications. Sending is not part of this workflow.

Google Sheets

Use your sheet headers to map roster and deal details.

Google Sheets prompt

Read my creator roster and deals from Google Sheets. Use the sheet headers and cell values to map fields by meaning; report fields that are absent or ambiguous. Use the CreatorOps connector tool generate_morning_brief. Include the complete roster and all open deals. For every deal preserve the full deliverables exactly (for example, “2 Instagram Reels, 1 TikTok video”), campaign name, stage, dates, payment details, and all available context. Include closedDeals from the last 12 months, brandNotes, creatorStats, and actionItems when available. Include each creator’s niches and specialties and their rate card when recorded. Include managerCounterUsd and managerFloorUsd; also extract manager floors or counters written in notes and pass them as the corresponding manager values. Do not invent missing facts. Return and display the exact brief exactly as generate_morning_brief returns it; do not summarize, rewrite, shorten, or omit sections. You may prepare draft copy in the brief, but NEVER send email, messages, or other communications. Sending is not part of this workflow.

Paste It In

Use this when your details are not in a connected source.

Paste It In prompt

I will paste my complete creator roster and all open deals below. Treat the pasted content as the source of truth, preserve complete deal deliverables, campaign names, and notes, and identify missing facts without guessing. Include closedDeals from the last 12 months, brandNotes, creatorStats, and actionItems when I provide them. Pass managerCounterUsd and managerFloorUsd, including any floors or counters written in notes, creator specialties/niches, and rate cards when recorded. Call generate_morning_brief and show the exact brief returned without summarizing or shortening. NEVER send messages or emails. Sending is not part of this workflow.

[Paste roster and deal information here]

Step 4: Get your first brief

Open a new chat, turn on CreatorOps, and paste the prompt for your setup below. Your brief takes about 30–60 seconds.

First Brief prompt

Call generate_morning_brief using the roster and open deals available through the connected source. Include full deliverables, campaign names, closedDeals from the last 12 months, brandNotes, creatorStats, and actionItems when available. Include creator niches and specialties, recorded rate cards, managerCounterUsd and managerFloorUsd, including values found in notes. List unavailable fields rather than guessing. Show the exact brief exactly as returned, without summarizing or shortening. Drafts must remain drafts. NEVER send messages or emails; sending is not part of this workflow.

Step 5 (optional): Make it a daily dashboard

Paste the daily dashboard prompt. Bookmark the dashboard link. It refreshes every weekday morning.

Daily Dashboard prompt

Create a “Morning Brief” artifact and a weekday 7:00 AM scheduled task. Style the artifact using CreatorOps brand tokens: Cream #FCF6EF background, Teal #33576E header bar with the CreatorOps wordmark, Manrope Title Case headings, Inter body text in Teal, Teal subtitles and captions, and Teal #33576E stat numbers. Use Olive and Sage accents only in fills, small rules, focus rings, and labels sized 18px or larger, Soft Sage #BBCF9B card borders, and Pink #F0A4D6 Copy buttons. Include stat tiles for Urgent, This Week, Awaiting payment, and Confirmed commission. Call generate_morning_brief with the complete roster and open deals, full deliverables, campaign names, closedDeals from the last 12 months, brandNotes, creatorStats, actionItems when available, managerCounterUsd and managerFloorUsd (including floors/counters in notes), creator niches and specialties, and rate cards when recorded. Render the exact brief returned section by section in the July format; keep every reasoning paragraph, all sections, and the complete counters table. Add a working Copy button to every block in “DRAFTS READY TO SEND.” The scheduled task refreshes this same artifact every weekday at 7:00 AM and never shortens, summarizes, or omits brief text. Prepare drafts only. NEVER send any messages or emails. Sending is not part of this workflow.

Good to know

Drafts are drafts. Nothing sends unless you send it.
Pricing shows on deals still in negotiation: Counter at (what to ask for) and Walk away below (your lowest acceptable number).
Already have your own floor or counter recorded? CreatorOps uses it.
Stuck? Email meghan@thecreatorops.com and I'll help.

Get better briefs

Record your floor and counter.
List specialty niches.
Include each creator's rate card.
Keep closed deals in your tracker.

What we see, what we store, what we never do

We see only the deal and roster details your Claude sends when you ask for a brief.
We store your account, plan, and usage counts. Never your emails, your briefs, or your deal text.
We never send messages for you, log into your inbox, or sell or share your data.

The model provider processes information Claude sends to generate your requested brief. See Beta Terms and Privacy for the details.