| You get | A few useful drafts, each tied to an approved source |
|---|---|
| Stays with you | Claims, customer permission, images and publication |
| You need | Your business facts, a writing example and a place for drafts |
| Rough cost | Try your existing AI plan first; a recurring agent adds usage and upkeep |
| Skip it if | You only need help writing one occasional post |
1What it looks like handed off
You have a useful answer buried in an email, a change to your opening hours and a service people keep asking about. You don't need a month of generic posts. You need those things explained clearly, without a made-up customer story.
The agent leaves a small batch in a document. Each draft includes the intended reader, where its claims came from and anything you need to check. It's a proposed way to do the job, not a claim about results from a client's account.
Approved fact: Maple Print accepts customer-supplied artwork. Its order sheet asks for a PDF and the finished size.
Draft: Ordering menus from artwork you've already made? Send the PDF and the finished size together. That gives us the information we need to start checking your file.
Source: Owner-approved order sheet, version 3.
Check before posting: Does this describe the current ordering process? Use an image you own. No customer artwork without permission.
2The job, end to end
- Keep a short facts document: services, current prices if you want to mention them, opening hours, exclusions and the date each was checked. Leave customer records out.
- Add a few posts you've written and still like. Say who this batch is for and which questions it should answer.
- Ask for two or three drafts. For every factual claim, require the source title and the passage or field behind it.
- Have it mark missing facts as questions for you. It should leave out unsupported savings, testimonials and claims that a service is available everywhere.
- Read each draft next to its sources. Check dates, prices, promises, image rights and whether the words sound like you.
- Copy the approved version to the platform yourself. Record the published link beside the draft so the next batch doesn't repeat it.
A recurring agent can repeat the preparation when you add new approved material. It needs an explicit source folder and a draft destination. For this job it doesn't need a signed-in social account. Start with the manual version below before adding a schedule.
If the material starts in your inbox, use the morning inbox list to find topics. Selecting a topic doesn't grant permission to publish the email.
3What stays with you
- Publication
- Keep the drafting agent out of the social account. A separate document gives it nowhere to press Post. If you later connect a scheduler, inspect its permissions and approval controls before use.
- Customer details
- Use general questions or examples you invented and labelled. A public customer story needs their permission and a check of what may be shared.
- Your promises
- You approve prices, availability and guarantees. The facts document is the boundary; an attractive claim doesn't get to expand it.
- When it's unsure
- It leaves a question beside the draft. A missing fact is a reason to hold the draft, not to fill the gap with a plausible answer.
A draft-only process still exposes whatever you give it to your AI provider. Use material you're allowed to share with that provider. Account permissions and data rules need checking for your actual setup.
4When it gets something wrong
- A convincing invented claim
- Ask which approved passage supports it. If there isn't one, remove it. A source link alone isn't enough; read the passage.
- An old price or date
- Replace the stale facts, then regenerate affected drafts. Keep the approved text separate from working versions.
- Words you wouldn't use
- Rewrite that sentence and add the corrected example to the next brief. Don't ask it to manufacture a personal experience to sound more human.
- The same idea again
- Compare the batch with your publication log. Delete the duplicate rather than posting to meet a quota.
- Unexpected instructions in source material
- Treat pasted text as material to read. It doesn't get to change the rules or request access to accounts. Review any proposed account or tool action.
Keep dated versions of the draft document. If you use Google Docs, its version history can help you inspect and recover earlier wording. That doesn't establish which wording was approved; record approval separately.
5What it costs
For a small batch, start with the AI access and document app you already have. Whether your plan covers the work depends on its features and usage limits. You don't need another social scheduler to try this.
A recurring agent adds setup time, model usage and occasional fixes. Run one batch and check its usage before estimating a monthly bill. No fixed dollar estimate here would tell you what your chosen model and source volume will cost.
Your review time is part of the cost. If checking the drafts takes longer than writing them, reduce the source material or use AI to improve your own draft instead.
Doing it yourself
- Make one document of approved public facts, with dates and sources.
- Paste a small, non-sensitive selection into the AI tool you already use, together with a writing example.
- Ask: “Write two useful drafts for this reader. Use only these facts. Beside each draft list the claims, their supporting passages and questions for me. Do not publish or invent experiences.”
- Check every claim and rewrite anything that doesn't sound like you.
- Publish the chosen text yourself and save its link beside the approved version.
6When not to bother
One post now and then is a writing job. Paste your own draft into the tool you already use. An always-on computer is unnecessary.
If you have nothing useful to say this week, leave the slot empty. An agent won't create a genuine customer result or a new business fact for you.
Keep regulated claims with the person qualified to review them. For an insurance agency, this guide doesn't authorize coverage advice, testimonials or claims about policy terms. General template-based paperwork also needs a checked source and a person responsible for the final wording.
7Want this running on your own computer?
I'll set it up, and keep it running if you like. On a Mac mini, a Windows PC or Omarchy, with the agent you use or want: OpenClaw, Hermes, Claude Code, Codex or another. Out of the box, it asks before it spends money or sends anything. Tell me about the job and I'll quote it. If a $20 subscription does it, I'll tell you. You keep the computer, the accounts and the setup.
Tyler Mayberry, who runs Cirlet (formerly Animas)
Cirlet sets up assistants and teaches teams at independent insurance agencies nationwide. Monthly live training and lifetime learning-library access are included. Open the team training library.