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AI agent for brand managers

Brand Health Tracking Report Agent

A trustworthy brand health report that explains real changes

ReportingAnalysisMonitoringManagementMarketing
See how it worksGet access
Brand Health Tracking Report Agent: what goes in, what the agent does and what you get

What it does

Brand health is measured in survey trackers, search interest, social sentiment, reviews and repeat purchase, but these are reported separately and changes go unexplained. Each month or quarter this agent collects the measures, checks sample sizes and gaps, and lines them up over time. It looks for changes larger than normal variation and checks whether other measures move the same way. A change seen in only one source with a small sample is marked as noise, not a trend. A change in survey supplier or question wording is noted as a break in the trend. It links changes to known events such as campaigns or price moves. It drafts a report with plain explanations. The brand manager approves before sharing.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Tracker data arrives 2 USES A TOOL Collect all brand measures 3 DOES Check sample sizes and data gaps 4 DOES Find changes larger than normal variation 5 CHECKS THE RESULT Is each change supported by sample size or anothermeasure? If not: mark it as noise and recheck other measures.Back to step 4. 6 USES A TOOL Link changes to campaigns and events 7 DOES Draft brand health report 8 YOU APPROVE Brand manager approves the report 9 RESULT Brand health report
Read the steps as a list
  1. Tracker data arrives
  2. Collect all brand measures
  3. Check sample sizes and data gaps
  4. Find changes larger than normal variation
  5. Is each change supported by sample size or another measure?If not: mark it as noise and recheck other measures. Back to step 4.
  6. Link changes to campaigns and events
  7. Draft brand health report
  8. Brand manager approves the reportThe agent waits here for your OK.
  9. Brand health report

How it decides

It calls a change real only when it is larger than normal variation and either the sample is large enough or another measure moves the same way.

  • Small samples alone do not make a trend
  • Wording or supplier changes break the trend line
  • Link changes to known events only with matching timing

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Measures included
  • Reporting frequency
  • Minimum sample size
  • Audience segments

What keeps you in control

It always asks you first

  • Sharing the report with leadership

Hard limits

  • Never overstates findings
  • Shows sample sizes on every chart

It stops when

  • Done: report approved
  • Stop: tracker data late; send other measures with a note

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn Q3 consideration rose 6 points among under-35s, but that group had only 140 respondents, so the sample check failed. The agent looked for support in other sources and found search interest and new customer orders in that age group up after a video campaign. It reported a likely real gain. A 3 point fall in trust appeared only in the survey and was marked as noise.

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