Playbooks

Operator Loops

Operator Loops turn one-off prompts into repeatable operating rituals. ShopMCP supplies the live commerce context, certified playbooks, action packet, and readback contract; Claude or ChatGPT can run the loop manually or on a supported schedule.

Think in loops, not prompts

A prompt asks for an answer once. A loop defines the operating rhythm: what runs, when it runs, what evidence is required, who owns the next action, and when the result should be checked again.

Prompt: What happened last week?
Playbook: Run the Weekly Trading Deck
Loop: Every Monday, run the trading deck, produce one owner-led action packet, and read it back next week.

Scheduling belongs to the host AI

Run loops manually, save them in Claude or ChatGPT as recurring tasks where supported, or use ShopMCP server-side jobs only for deterministic read/report loops. ShopMCP does not send emails, Slack messages, calendar invites, or task updates from normal Operator Loops.

Public loop packs

These are the first loop packs ShopMCP exposes because they map cleanly to existing certified playbooks and action-packet contracts.

weekly

Monday Trading Loop

A weekly trading review that turns last week's sales, customer, channel, and payment signals into one owner-led follow-up for the week ahead.

Why run it

Run it before the week starts so leadership is not reacting to disconnected dashboards. The loop picks the highest-confidence issue, labels missing evidence, and sets a readback date.

Required integrations

Commerce platform, Ad platform, GA4, Klaviyo, Stripe, Google Search Console

weekly

Paid Growth Risk Loop

A weekly paid-media risk review that turns spend waste, creative fatigue, and account anomalies into a KILL, REFRESH, or WATCH queue.

Why run it

Run it before budget changes so the team can separate real waste from learning-phase noise, weak tracking, or missing commerce context.

Required integrations

Ad platform

weekly

Agency Client Risk Loop

A weekly client-risk triage that ranks the client or workspace needing attention and packages the evidence into an AM-owned next step.

Why run it

Run it before Monday planning so the agency starts with the client risk that has evidence, not the loudest Slack thread or latest dashboard panic.

Required integrations

Commerce platform, Ad platform

How to schedule a loop

Run the loop manually once before saving the schedule. Keep the write boundary in the prompt so scheduled runs produce an evidence-backed action packet instead of making consequential changes.

ChatGPT setup

ChatGPT Scheduled tasks can be created from the Scheduled page on web or mobile, or by asking ChatGPT to create the task. The Scheduled page is where operators view, edit, pause, resume, or delete tasks. ChatGPT tasks cannot run more than once per hour, active task limits vary by plan, and scheduled tasks cannot access project files.

Open ChatGPT on web or mobile and confirm ShopMCP is connected in the workspace you want to use.
Open Scheduled from the sidebar, then create a new task. You can also paste the prompt into ChatGPT and ask it to create the task.
Set the schedule to every Monday at 8:00am in the store or operator timezone.
Enable the notification channel you actually check, then run the loop manually once to confirm the output includes evidence, owner, approval posture, and readback date.

text
Every Monday at 8am, run the Monday Trading Loop using ShopMCP. Review last week's trading performance, explain what changed, and return one action packet with evidence, owner, approval posture, and next readback date. Do not make platform changes.

Claude Cowork setup

Claude Cowork scheduling is a desktop workflow. Cowork requires the Claude Desktop app on a paid Claude plan, and scheduled tasks run only while the computer is awake and Claude Desktop is open.

Open Claude Desktop, switch to Cowork, and confirm ShopMCP is available in Cowork.
Create a new Cowork task, paste the loop prompt, and run it once.
Type /schedule in that Cowork task, or open Scheduled in the left sidebar and choose + New task.
Set the schedule to weekly on Monday at 8:00am, then confirm the scheduled task when Claude asks.

text
Schedule a weekly Monday 8am task: run ShopMCP's Monday Trading Loop. Use the connected commerce source as truth, add GA4/ads/lifecycle/search/payment context only when available, and finish with one owner-led action packet plus the readback date. Do not perform writes.

Loops by persona

Personas tune the cadence and defaults. The real unit of value is the situation: trading review, paid-risk queue, client-risk review.

Founder / CEO

Keep the business on plan without drowning in channel dashboards.

Monday Trading Loop - Are we on plan, what changed, and what deserves an owner this week?

Next loop ideas

Pace-to-target check, Margin and cash risk review, Founder anomaly watch

Head of Ecommerce

Turn trading, funnel, launch, and tracking signals into weekly owned work.

Monday Trading Loop - Are we on plan, what changed, and what deserves an owner this week?

Next loop ideas

Checkout health loop, Launch monitor, Funnel leak review

Marketing Lead

Connect commercial outcomes to campaign, creative, offer, and lifecycle decisions.

Paid Growth Risk Loop - Where are we wasting money, what needs refreshing, and what should not be touched because the data is weak?

Next loop ideas

Creative brief from winners, Offer threshold loop, Launch readiness loop

Performance Marketer

Run paid-media risk, pacing, wasted-spend, and anomaly checks on a predictable cadence.

Paid Growth Risk Loop - Where are we wasting money, what needs refreshing, and what should not be touched because the data is weak?

Next loop ideas

Daily performance dashboard, PMax deep dive, Tracking health loop

Email / Retention Lead

Watch flow health, deliverability, campaign value, and customer-quality movement.

No public default loop yet. Use the next-loop ideas below as the operating cadence.

Next loop ideas

Monday retention recap, Flow health loop, Deliverability watch, VIP and replenishment loop

SEO / Content Lead

Make organic growth operational with traffic pulse, quick wins, decay, and schema checks.

No public default loop yet. Use the next-loop ideas below as the operating cadence.

Next loop ideas

Monday organic pulse, Quick-win keyword loop, Content decay loop, AI-search visibility loop

Merchandiser

Keep feed, stock, product, category, and price issues from silently leaking revenue.

No public default loop yet. Use the next-loop ideas below as the operating cadence.

Next loop ideas

GMC feed rescue, Stock cash tied up, Dead stock watch, Price competitiveness loop

Operations / Support

Catch fulfilment, returns, disputes, and service-quality risks before they reach customers.

No public default loop yet. Use the next-loop ideas below as the operating cadence.

Next loop ideas

Daily ops standup, WISMO risk loop, Dispute evidence loop, Returns quality review

Agency AM / COO

Rank client risk, prep owner actions, and keep follow-through visible across the portfolio.

Agency Client Risk Loop - Which client needs action, what is the evidence, and what should the AM or strategist do next?

Next loop ideas

Portfolio Monday digest, Client health score, Paid media triage, Retention intelligence packet

What ShopMCP adds

Certified playbook routing instead of loose prompt memory.
Connected commerce, ads, lifecycle, search, payment, and feed evidence where available.
Action packets with owner, evidence, approval posture, and write target.
Readback fields so a loop checks whether the action worked.
Fail-closed caveats when data, permissions, or connected-platform coverage are weak.

To browse the loop library inside the app, open Playbooks and choose Loops.