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·Internal AI platform

Turning a six-tool ad workflow into one AI production platform.

My role
Senior Product Designer
Research · UX · UI · Front-end build
Team
1 PM · 1 Engineer
Lean squad
Duration
1 month

TL;DR

Background
Roundforest's Meta acquisition depends on testing a high daily volume of ad creatives. CopyCat is the internal AI platform that produces them.
Problem
Output was capped at 70–100 creatives a day across six disconnected tools. Profitable scale needed 500+.
Approach
Two weeks embedded with the team, then one task-driven platform: a guided wizard, AI drafts, and human review gates. I built the new front end myself.
Outcome
700+ creatives a day with the same team. 75% less production time, and 6 tools consolidated into 1.
700+
creatives a day, up from 70–100
75%
less production time
6 → 1
tools consolidated
Background

Profitable Meta acquisition runs on creative volume.

Roundforest wins on Meta by testing many ad creatives every day. I led UX and UI for CopyCat, the internal AI platform that turns a product task into a landing-page article and a set of ad creatives.

CopyCat platform overview
Problem

A faster process that became harder to run.

A no-code system had already lifted output by 30%. But it lacked context and didn't fit the team's workflow, so they stitched together six tools around it. Production got faster and much more complex.

70–100today
~130breakeven
500+profitable scale
BeforeGoogle SheetsAsanaGeminiIdeogramKueez CMSCopyCat (old)
AfterCopyCat · one end-to-end workflow

If we fix efficiency, we can at least double output.

Research

Two weeks inside the Meta acquisition team.

I joined the team for two weeks to experience the workflow from the inside: the real pain points, the constraints, and the gaps between their tools and what they actually needed.

Working alongside the acquisition team
Field notes on sticky notes
Field notes: friction points, missed automation, ideas for scale
Mapping

Mapping the workflow showed where it broke.

I mapped everything from ideation to campaign launch. It surfaced redundant steps, tool fragmentation, and clear room to consolidate and automate.

Ideation→Article→Creatives→Campaign→Testing
Full workflow map

Unify

Replace six disconnected steps with one continuous flow.

Automate

Data handling, layout and asset generation, with no manual work.

Review

Keep people in charge where quality and cost are at stake.

Decision

I chose a guided wizard over one big screen.

The biggest call was how to structure creation. Keeping the familiar layout was safe. I chose to redesign it, knowing it carried a real risk.

The legacy CopyCat screen
Option A

Improve the existing screen

Every tool and setting always on display, with no enforced order.

Keeps the clutter, and steps stay easy to skip.

Step 1 of the new wizard
Option B Chosen

A guided wizard

A fixed sequence where each step unlocks the next.

Risk: the team relearns a tool they use daily.

The five steps

Setup → Templates → Generate → Review & select → Download

The team changes often

A tool that teaches its own process beats familiarity.

Order prevents errors

No more skipped or out-of-order steps.

Short learning, long payoff

The structure keeps paying off as volume grows.

To get the PM and engineer on board, I built the new front end myself on the existing system, so the redesign added no backend work.

Solution

One task list drives the whole flow.

Every day starts from the task list. Each task carries the data needed to generate its article and its creatives, so nobody re-types anything between steps.

A task row before generation
Generate article→Generate creatives→Review & approve

Single source of truth

Task rows hold all metadata, so creation needs no manual entry.

Intentional review gates

Generation costs money, so a person approves before anything moves on.

Clear status

Finished tasks turn green before handoff to PPC.

Dashboard tab

Throughput and bottlenecks by owner and category, with no spreadsheet export.

The whole flow in 30 seconds

From a task row to an article, through the five creative steps, and back to the list.

Deep dive

Dashboard

Completed and open tasks by owner, section and category. The team sees throughput and bottlenecks without exporting to a spreadsheet.

Dashboard tab

Article generator

AI drafts the landing-page article from the task's page title. Every field shows where it came from and can be regenerated on its own.

Article generator modal

Templates

Templates matched to the product category come pre-selected. Uncheck what you don't want, then generate everything in one run.

Template selection step

Review & select

Each creative is tagged Good, Needs review, or with a specific issue. Auto-pick the best, confirm the checklist, and only then download.

Review and select step
AI review

AI drafts. People decide.

CopyCat uses GPT, Gemini and Ideogram for article text, banners and ads. Quality varies and every generation costs money, so the interface treats AI output as a first draft.

Label the source

Fields are tagged "auto-filled from task" or "AI generated".

Regenerate one field

Fix a weak line without losing what works.

Options, not one answer

Three variants turn reviewing into choosing.

Edit, swap or upload

Everything stays editable, including the banner.

A person saves

Only "Save Article" moves the task forward.

Designing for when AI gets it wrong

States for the moments that break trust: waiting, failure, and output that looks fine but isn't.

RegeneratingLoading
Previous version kept · Restore

Only that field loads, and the old version is one click away.

Generation failedError
The image service didn't return a banner. Your other edits are saved.
Try againUpload

The error stays in its field and always offers a manual way forward.

Automated checksNext phase
The guaranteed fix for a cluttered garage
"Guaranteed" may break Meta ad policy

Flag likely policy issues before a person reviews.

These states were designed for this case study to extend the shipped flow. Automated checks are planned for a later phase.

Outcome

Same team. Seven times the output.

Within days of launch, daily output passed 700 creatives, clearing the 500+ needed for profitable scale.

700+
creatives a day, up from 70–100.
75%
less time per article and creative.
6 → 1
tools consolidated into one platform.
–36
manual clicks removed through automation.

Production time per article and creative, before vs. after launch. Daily output is the average over the first week.

Learned

Separate the interface from the system. Test the bet earlier.

Make big changes cheap for the team. The wizard was a hard sell until I showed the features and backend would stay the same, and then built the front end myself to keep that promise.

Validate before committing. With one month, the wizard was proven mostly by real use after launch. Next time I'd explore more iterations and run usability tests with daily users first.

Try it

Generate an article, then build the creatives.

The same task flow that shipped. Generate an article to unlock the creative builder.

CopyCat task list

The interactive prototype is built for larger screens. Open this page on a computer to click through it.