# Save what is selected on a Claude whiteboard as the account's creative brief > Tier: recipe. Operating recipe: real tool sequence, core rules, known traps. Reads the elements the person selected on a Claude whiteboard (and everything inside a selected panel), turns them into a creative brief for one ad account (KPI and its direction, the result counted, the products and notes the selection shows, the thresholds the person gave, the target from the client's memory) and saves it with save_creative_brief at the current revision, then shows it in the conversation and marks the board quietly. **Intent.** Turn the groups the person selects on a board into the creative brief every later creative review of the account reads, with only what the selection shows and the thresholds the person gives. ## When to use - Someone selects groups on a Get MCP Ads board and asks to save them as the brief, to make them the rules for creative reviews, or to remember them for this account. - After a competitor board, a creative wall or a test roadmap, to carry what was agreed into the next reviews. ## When not to use - Nothing selected and no board open: ask which groups, or build the brief in the conversation from what the person says. - Facts that belong to the whole team (an objective, a rule, a promotion): save them with remember or note_event, the shared client memory, not the private brief. ## Sources Required: any connected source Optional: Meta Ads, Google Ads, TikTok Ads ## Preconditions - Creative briefs come with Enterprise; each brief is private to its author and one advertising account. - The account is among the chosen accounts, confirmed via list_accounts. ## Inputs - `selection` (required): The selected board elements (context.selected), or the groups the person names. - `account` (required): The advertising account the board is about, from its header line. - `thresholds`: Minimum spend and results before an ad is judged, from the person. ## Procedure 1. Read the board (board/meta and the elements) and the selection: the ids in context.selected, plus every element whose position lies inside a selected panel. Keep only their text and their figures; the board's header line gives the account, platform and period. 2. Read get_creative_brief for the account: its current revision (0 when none exists) and its metricDefinitions. primaryMetric and conversionMetric take metric keys from that list (cpa, roas, conversions…), never labels; the result counted must be an additive count. 3. Fill the brief: clientName from the workspace or the person; primaryMetric and direction from what the selection judges ads on (cpa lower, roas higher); conversionMetric the account's result; target and targetCurrency only from the client's memory or the person; minSpend and minResults only from the person; countries only if the person or the memory gives them; products only what the selection shows; notes the selection's facts with their account, ad set and period, and its tests marked as proposals. Leave a field empty rather than guess: objective, target, thresholds and countries are the person's to give. 4. Save it with save_creative_brief at the revision read (an update keeps the fields the person did not change). Then show the saved brief in the conversation as a short table (KPI, result counted, judge an ad after, products, notes) and say which fields came from the board, from the person and from the memory, and which stayed empty. 5. Mark the board with exactly two elements: a bracket and a label. Take the selection's box (left, right, top, inside panels included). Bracket: an image with "by": "claude" at x = left, y = top − 28, w = the box width, h = 14, src a clean SVG in a viewBox 0 0 14 with data-look='clean' and one path M0.75 14V0.75HV14 in currentColor, stroke 1.5, no fill. Label: small ink text at x = left, y = top − 58: "**Saved as the creative brief for this account** · revision · ". The label never shows a person, a role or a field of the brief: the brief is private and the board may be shared. If the band from top − 64 to top is not empty across the box, mirror the mark below the box (bracket at bottom + 14 with the ticks up, label at bottom + 36). Columns that are not side by side get one bracket per run, the label over the leftmost. No cobalt, yellow, green or Get MCP Ads mark. On a re-save, find the label that starts with **Saved as the creative brief** and rewrite it and its bracket in place; for another account on the same board, write "for " instead of "for this account". If the brief is deleted, remove the mark. ## Decision rules - **When** save_creative_brief answers that the KPI or the result counted is not supported → **conclude** Use the metric keys from get_creative_brief's metricDefinitions (cpa, roas, conversions) and save again. - **When** A brief already exists for the account → **conclude** Show what would change field by field, keep what the person did not ask to change, and save at the current revision after they confirm. - **When** The save is refused for a stale revision → **conclude** Someone saved in between: read the brief again, merge, and show the merged version before saving. - **When** The selection mixes two accounts or two platforms → **conclude** Save one brief per account, each with only its own groups, or ask which account the brief is for. ## Evidence requirements - Every figure in the notes keeps its account, ad set and period, as the board shows them. - The reply says where each filled field came from. ## Human approval boundary - The brief changes no campaign. Later reviews judge ads against it; launching a test from it is a separate, confirmed step. ## Failure modes - Inventing a target, a threshold, an objective or a country the person did not give and the memory does not hold. - Putting the private brief's fields on a board others can open beyond what the board already shows. - Calling a proposed test decided in the brief's notes. ## Output - **Brief**: The saved fields as a short table, their sources, and the empty ones. - **Board**: One quiet mark next to the selection with the brief's revision and date. ## Related - Skill: [competitor-board-on-a-whiteboard](https://www.getmcpads.com/skills/competitor-board-on-a-whiteboard.md) - Skill: [creative-wall-by-production](https://www.getmcpads.com/skills/creative-wall-by-production.md)