Agentic AI: A Case Study for AI-Driven Social Media Copywriting
Case Study: Driving Efficiency with AI at Carlyle Tools
Our team was spending nearly 3 hours a week in planning meetings. That’s equal to 144 hours a year, or 18 full workdays lost to discussion instead of creation.
By building custom AI tools through ChatGPT, we’ve streamlined both content and process.
Carlyle Copywriter Chat: Generates first-pass drafts, reducing blank-page time and allowing writers to focus on refinement and strategy.
Social Planning Chat: Creates modular editorial calendars that cut recurring meetings and keep projects moving.
Teaching Function: Acts as a knowledge hub, reducing the need to retrain or repeat processes.
The result: fewer meetings, faster copy, and significant cost savings by keeping work in-house rather than outsourcing to an agency. AI isn’t just creating content—it’s helping us reinvent the way we work.
In under 30 minutes, our team stood up a fully functioning, private agentic chatbot inside ChatGPT—the Carlyle Social Copywriter. The speed alone was a revelation. What surprised us even more was how quickly it delivered usable outputs: roughly 70% of the way to publish-ready copy on its first attempt.
But this wasn’t just about speed. We approached the setup like we would any new teammate: by onboarding it thoroughly. Our process included:
Defining tone and style: Giving it context for Carlyle’s brand voice, even though our social channel only launched in April and is still evolving.
Embedding audience insights: Target demographics, consumer mindset, and what our tagline represents.
Establishing rules: Do’s and Don’ts—because what you don’t want is just as critical as what you do.
Output formatting: Ensuring every draft came back with 2–3 variations for optionality.
Modeling with examples: Training it on the kind of social content we expect.
The result? Faster first drafts, fewer hours spent in planning, and a tool that scales efficiencies while freeing our people to focus on higher-order creative. Importantly, this isn’t about replacing jobs. It’s about teaching AI, working with it as a collaborator, and documenting the process so we can continue refining.
Project Overview: Building Agentic AI for Social at Carlyle
Our goal with this project is to explore how agentic AI can transform the way our social team works: streamlining planning, accelerating content creation, and giving time back for higher-value creative. Rather than focusing only on outputs, we’re studying how to build, teach, and scale AI functions that act like true collaborators.
We began by creating the Carlyle Copywriter Chat, a private chatbot within ChatGPT. Within 30 minutes, we had a functioning assistant capable of producing 70% publish-ready copy. From this first build, we learned the importance of:
Defining tone and style clearly, even as our social voice continues to evolve.
Embedding audience insights and brand values.
Setting explicit do’s and don’ts for output.
Structuring formatting rules (e.g., multiple variations per draft).
Training with examples to guide expectations.
We then applied these learnings to a second build: the Social Planning Function. This agent was designed to reduce time spent in meetings by generating modular three-month editorial calendars, which we are now testing for accuracy and adaptability.
Together, these form the foundation of our case study: a process-driven look at how AI can be taught, refined, and scaled—not to replace people, but to help teams work smarter and focus on what matters most.
Our team was spending nearly 3 hours a week in planning meetings. That’s equal to 144 hours a year, or 18 full workdays lost to discussion instead of creation.
Together, these agentic ai functions form the foundation of our case study: a process-driven look at how AI can be taught, refined, and scaled—not to replace people, but to help teams work smarter and focus on what matters most.