7-lesson course · about 14 hours
Run three supervised agent teams from one shared campaign record
For Canva creators, small-business owners, marketers and brand teams producing presentations, social assets and short videos
Everything for Canva creatorsConnect Brief and Copy, Design and Video, and Release Review through one record. Carry a late change through every format, then hand each item to a named person for publishing approval.
What you’ll be able to do
By the end, you can…
How it works
A tutor that meets you where you are
- Lessons that adapt to your levelThe seven lessons follow a small template launch from team setup to the publishing decision. The material adjusts to what you already know, so you can move quickly through familiar parts and slow down on handoffs, corrections and tests.
- An AI tutor you can ask anythingType or speak your questions while you work. Ask the tutor to review your handoff standard, help you trace a changed fact through your record, or explain why a receiving team should open the files rather than trust a checklist.
- Quizzes and flashcards for each lessonShort quizzes and flashcards tied to each lesson help the key distinctions stick, such as updating a record versus updating an export, or 'ready' versus permission to publish.
- Progress tracking and a certificateTrack your progress through the three modules, and earn a certificate of completion when you finish.
Curriculum
The curriculum
Three modules follow the order of a launch: set up the teams and their handoffs, carry a late change through every format, then approve the system and record who publishes. Each lesson ends with something you build or test on a small campaign sample.
Module 1Give each campaign proactive AI agent team a clear deliverable.2 lessons
1Assign the campaign proactive AI agent teams
- Explain why single agents fail at campaign scale, using Miller's distinction between a delegate and a teammate
- Assign the Brief and Copy, Design and Video, and Release Review teams, each with several agents, one deliverable and one named human owner
- Build a shared campaign record in a spreadsheet with facts, copy versions with source tags, editable links, versioned exports and approvals
- Choose OpenAI Dots or Claude Duet and configure it to follow the approved record across team handoffs
2Set the handoff standards
- Write a handoff standard for each team-to-team transfer, based on what the buyer sees
- Explain why a receiving team must open the work instead of trusting a completed checklist
- Build a handoff log in the campaign record that captures acceptances and refusals with reasons
- Configure Dots or Claude Duet to check the standard before marking a handoff accepted and to escalate to the named owner
Module 2Carry a campaign change through the proactive AI agent teams.2 lessons
3Run the campaign handoffs
- Run a small asset set through Brief and Copy, Design and Video, and Release Review using the shared record
- Build versioned design requests that tie each item to its copy version, master link and record version
- Test the Factory with a changed input and a withheld approval, and confirm that only affected work reruns and that blocked work pauses
- Log every acceptance and return with its reason
4Propagate a late correction
- Trace a changed fact through the source tags to every affected line, request and export
- Check the actual exported files and video captions instead of relying on the record
- Test the Factory with a deliberately stale export and catch it
- Test a later restart and confirm work resumes without being recreated or duplicated
Module 3Approve the system for the next campaign.3 lessons
5Refine the operating rules
- Review the handoff log to find where refusals, retries and escalations clustered
- Revise agent instructions, template rules, retry limits and escalation owners based on that evidence
- Write a client policy covering the brief, remits, action settings, handoff standards, approval record and data rules
- Explain why a written method matters for clients and teammates
6Run another sample batch
- Run a second prepared batch through Brief and Copy, Design and Video, and Release Review under the written policy
- Compare the second run's log with the first to see whether each rule change worked
- Test that another operator can find every approved source, final export and open decision
- Choose which policy rules to keep, revise or drop before the next campaign
7Record the publishing decision
- Run a press check that presents each format as a proof stamped with its record version
- Decide item by item to approve or return, with reasons recorded
- Check claims and rights against the facts sheet and the permissions list, and flag anything for the authorized person to verify
- Build a publishing decision record that names who will publish each item
Who it’s for
Made for you if…
Made for: Canva creators, small-business owners, marketers and brand teams producing presentations, social assets and short videos
Template sellers launching a bundle
You have a what's-inside grid, a pin, a post, a story, a preview video and captions that all have to say the same thing. When the count changes the night before launch, you need every file to change with it.
Small-business owners and one-person shops
You already run single supervised agents, and you may be the named owner of all three teams. This course shows you how to own the connections between your agents so nothing slips through.
Marketers and brand teams
Your campaigns span copy, layouts, short video and a release queue, and nobody owns the gaps between them. You'll leave with handoff standards, a shared record and a written policy that a client or teammate can follow.
Canva creators who finished days 1–7 of the track
You can already write a brief and facts sheet, refine layouts by hand, plan a CapCut video and write an agent remit. The Capstone is where those single skills start working as one system.
Questions
Good to know
What do I need to know before starting?
You should have finished the Intro and Intensive parts of the Canva Pro track (days 1–7) or have similar experience. That means a written brief, a facts sheet you wrote yourself, brand rules split into true, fixed, may flex and never ships without you, and a one-page agent remit using the three action settings: always allowed, needs approval, never.
What tools do I need?
A Canva Pro account with editable masters and template links, CapCut for short-video edits and captions, a spreadsheet tool for the campaign record and format manifest, and access to either OpenAI Dots or Claude Duet connected to the apps your campaign uses.
Should I pick Dots or Claude Duet?
Either works. The course treats them as equals and doesn't compare them in depth. Choose the one you already have access to. Tool features change, so check the details in the current version of your chosen tool.
Will the agents publish or schedule posts for me?
No. Automated publishing, scheduling and posting are outside this course. Publishing stays with a person, and the publishing decision record names who will publish each item.
Will I produce a full campaign?
No. The Capstone tests how the teams work together using small samples: a pin, post, story, what's-inside grid, preview video and captions, plus a second prepared batch. It isn't meant to produce or launch an entire campaign.
I work alone. Does the three-team setup still apply?
Yes. In a one-person shop you may be the named owner of all three teams. Separate teams, handoff standards and a shared record still help, because they give each connection between agents an owner and a check.
Does the course give legal advice on licensing or AI disclosure?
No. You learn to check claims and rights against your facts sheet and permissions list, and to flag anything uncertain for the authorized person. Questions about licensing, AI disclosure or marketplace rules go to that person.
How does the course handle customer data?
It teaches you to keep customer lists, private campaign data and identifying images out of unapproved cloud tools, and to keep your permissions list current.