TLDR Marketing · RESOURCES & TOOLS

THE SHARED AGENT BRIEF: A PRACTICAL OPERATING AGREEMENT FOR GTM TEAMS

startupgtm.substack.com23 min read

Summary from the TLDR Marketing newsletter

AI GTM workflows need clear decision rights before teams connect more tools. A Shared Agent Brief defines who contributes what, who makes each decision, what AI can handle, and when it must stop. Start with one recurring workflow and test both a normal case and a conflict case before running a small manual pilot. AI can handle research and scoring, but should pause when evidence conflicts or ownership is unclear. Expand permissions gradually, keeping external actions behind human approval.