Set up paid ads work from goals, budgets, conversion definitions, tracking state, and approval owners.
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See how to installReview the instructions the agent will receive before you install.
Use this before auditing an account, planning a campaign, or writing ads.
Ask for the ad platforms and accounts in use, the business goal for each, monthly budgets and who sets them, target cost or return if one exists, the products and offers being advertised, and the landing pages. Ask for exports covering at least the last 90 days, and record the date range, currency, and attribution setting for each.
Confirm which conversions each platform counts, how each is defined, and whether it matches what the business counts as a lead or sale. Note any dates when tracking was broken or changed. Compare platform conversions with the analytics tool or CRM for the same period and record the gap.
Agree who approves new campaigns, budget changes, pauses, and ad copy, and which claims legal or the product team must check.
Give the user:
Never fill a tracking gap with estimated results. Do not launch, pause, or edit campaigns or budgets, and never promise a return.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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