CLIENT CAMPAIGN / CHANNEL / BUDGET PERIOD

AI agent for search and social advertising agencies

The campaign is live. Who is following everything after it?

Your AI agent keeps campaign IDs, attribution windows, client budgets and creative versions connected.

A specialised AI agent you can ask for more. Chat here on the site.
$149.00/month, including $60.00 in monthly credits. Monthly subscription. Before tax.

Specialised AI agentYour own report presetNo connection needed to begin
Campaign delivery deskSPECIALIST / 541
Client reporting and next actions. With the source records attached.ILLUSTRATIVE STUDY
YOUR SPECIALISED AI AGENT

One place for campaign launch reconciliation, pacing and creative-test coordination, client reporting and next actions.

MADE FOR YOUR WORKDAY

Start with work already on your desk

Your first useful assignment.

Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.

Get my AI agent →
YOU COULD ASK
“Start with one current assignment and your available client campaign records. Campaign launch reconciliation comes first: reconcile the sources, save the working plan and carry the next available steps through.”
  • Campaign launch reconciliation
  • Pacing and creative-test coordination
  • Client reporting and next actions

A useful first result
An editable campaign delivery desk working register with traceable references, resolved discrepancies and specific next actions.

Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.

A conversation at your desk

Take our eight client accounts through month-end: reconcile spend, resolve tracking gaps, finish the creative tests and deliver each client their report and next-month plan.

This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.

Illustrative project · configured agent at work

A configured agent with your client campaign, channel and budget period records, current commitments and the connected accounts used for pacing and creative-test coordination.

  • Campaign launch reconciliation
  • Pacing and creative-test coordination
  • Client reporting and next actions

A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.

  1. Campaign delivery desk owner

    Take our eight client accounts through month-end: reconcile spend, resolve tracking gaps, finish the creative tests and deliver each client their report and next-month plan.

  2. Your AI agent · AI Agent Store

    Two accounts disagree with the reporting export and three tests lack a clean comparison period. I am tracing the source events and separating incomplete tests from usable findings.

    Work in progress
  3. Campaign delivery desk owner

    Keep each client's budget separate and retain the original attribution window.

  4. Your AI agent · AI Agent Store

    All eight reports are delivered with reconciled spending, corrected tracking notes and documented test outcomes. Next-month tasks are assigned and the client follow-ups are scheduled. Your working files and dashboard reflect the recorded outcomes.

    Later · delivery and saved results

CLIENT CAMPAIGN / CHANNEL / BUDGET PERIOD

A working brief for your AI agent.

Keep campaign IDs, attribution windows, client budgets and creative versions connected. Reconcile platform spending against the agreed pacing period, investigate tracking gaps before calling them performance changes, and carry test findings into the next campaign actions. Your specialist maintains these working records in regular Teams as the assignment develops.

AI

Your AI agentPrepared for search and social advertising agencies

Campaign delivery desk working registerEXAMPLE, NOT LIVE ACTIVITY

An example record for campaign delivery desk reference, client campaign, channel and budget period, current commitment and next dependency, campaign reports delivered.

01Client campaign02channel03budget period

The useful next step

Campaign launch reconciliation

Prepare campaign launch reconciliation from the available records. Save the supporting references and mark any missing details so the next step stays clear.

The details your specialist follows

Inside the campaign delivery desk

Follow each campaign delivery desk reference through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.

Keep an eye on: pacing drift, missing conversion events, fatigued creative and unanswered client decisions.

Illustrative working document · your records start empty

Client campaignDependency to followEvidence of completion
PAID-104Campaign launch reconciliationTracking discrepancies resolved
PAID-118Pacing and creative-test coordinationCreative tests concluded
PAID-126Client reporting and next actionsReports passing source reconciliation
Active campaign delivery desk records3
Campaign reports delivered20 reports
Outcomes with supporting evidence2

Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.

From enquiry to a useful next step

Campaign delivery desk working register. Your way of working.

01

Brief and source records received

Add a job reference and the details you already know.

02

Campaign launch reconciliation

Campaign delivery desk reference and Client campaign, channel and budget period, ready to check.

03

Pacing and creative-test coordination

Give your specialist the outcome and let it carry the work forward.

04

Outcome evidence verified

Keep working records in Files and Tasks.

05

Client reporting and next actions

Keep the job and its next steps together.

Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.

A small tool for a real job

Reports to plan. Before the back-and-forth.

Follow pacing drift, missing conversion events, fatigued creative and unanswered client decisions before they turn into another missed commitment.

Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.

  • Campaign delivery desk reference
  • Client campaign, channel and budget period
  • Current commitment and next dependency
  • Campaign reports delivered

Try your own numbers

Reports to plan

20reports to plan

Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.

Built around the details that matter

Campaign launch reconciliation. With the right questions already in mind.

Runs paid search and social campaigns for clients; technical SEO manages organic crawl and indexing work, while Amazon account management covers marketplace operations.

01

Campaign launch reconciliation

Campaign launch reconciliation. Keep the source details and outstanding dependencies together.

02

Pacing and creative-test coordination

Pacing and creative-test coordination. Track changes against the same job reference.

03

Client reporting and next actions

Client reporting and next actions. Save the outcome and carry the next steps into your working records.

Prepared for your business

The numbers behind your campaign delivery desk.

Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.

01

Recorded total · reports

Campaign reports delivered

What this measures

Actual reports for campaign reports delivered, from completed source records in the campaign delivery desk working register. Log the observed quantity once per source completion; exclude planned work, duplicate updates and example figures.

02

Recorded cases · cases

Tracking discrepancies resolved

What this measures

Distinct tracking discrepancies resolved cases supported by a recorded outcome in the campaign delivery desk working register. Count once per source case; repeated messages, reopened cases and routine checks are not additional completions.

03

Recorded cases · cases

Creative tests concluded

What this measures

Distinct creative tests concluded cases supported by a recorded outcome in the campaign delivery desk working register. Count once per source case; repeated messages, reopened cases and routine checks are not additional completions.

04

Average · hours

Period close to report delivery

What this measures

Elapsed hours for period close to report delivery, using actual start and completion timestamps for the same source case. One duration per completed observation; omit pending cases and missing timestamps.

05

Observed rate · %

Reports passing source reconciliation

What this measures

Reports passing source reconciliation divided by all completed assessments of the same requirement with a known met or not-met outcome. Use the agreed job specification and actual evidence; classify each source case once, excluding pending and unassessed work.

06

Observed rate · %

Client reporting deadlines met

What this measures

Client reporting deadlines met divided by completed commitments with known original agreed deadlines and actual completion timestamps. Record on-time or late once per commitment; exclude pending or undated work and never move a past deadline to hide lateness.

Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.

Keep the tools that already work

Specialised in your trade. Open to your next idea.

Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.

An AI agent prepared for your business

The starting instructions, intake questions and working rules already match search and social advertising agencies. Add your service list and one example of your tone when you are ready.

Give your agent the whole job

Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.

Ask beyond the starting workflows

Ask your campaign delivery desk to investigate recurring exceptions, compare suppliers, improve customer communications or take on another business assignment in the same workspace. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.

Recommended starting plan

Your AI agent for search and social advertising agencies.

Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.

$149.00/month

Capacity for 3 running agents · 250 active hours per month

Start my AI agent →

A clear starting total

$149.00 before tax today and monthly, including $60.00 in Platform Credits after the first payment and each paid renewal.

Unused credits roll over. AI usage draws from your balance; additional credits are available when needed. $0.15 applies per active hour beyond the included allowance. Optional voice and other services cost extra.

Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.

Automatic top-ups start off. Buy credits manually or set automatic top-ups and spending limits in your account. Keep the full Teams controls for models, connections and supported settings.

Before you begin

At your campaign delivery desk.

Can it follow client campaign, channel and budget period through the whole assignment?

Keep campaign IDs, attribution windows, client budgets and creative versions connected. Reconcile platform spending against the agreed pacing period, investigate tracking gaps before calling them performance changes, and carry test findings into the next campaign actions. Start with the records you have; add connections when you want it to work in those systems.

Is this only for the three tasks shown?

No. This is an AI agent specialised for search and social advertising agencies, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.

What happens after I subscribe?

After payment, we prepare your AI agent for search and social advertising agencies, its workflows and your campaign delivery desk working register dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.

Do I need to connect email or messaging?

No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.

Does this replace my existing business software?

Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.