AI agent for marketing analysts
Campaign Budget Pacing Diagnosis Agent
Pacing alerts that reflect real spend, not data delays.
What it does
Campaign spend often looks over or under budget only because the reporting data is late. Each day this agent calculates pacing for each campaign against its budget plan. Before it raises an alarm, it checks whether the data for the period is complete, since ad platforms often report the last day or two late. If data is missing, it adjusts for the lag and checks again after the next refresh. When the gap is real, it looks at how spend is split across campaigns and prepares options for the owner, such as lowering a daily cap. It revises its diagnosis when new data changes the picture. The analyst approves any bid or budget change. Edge case: an export misses two days.
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.
Read the steps as a list
- Daily pacing check
- Pull spend and budget plans
- Calculate pacing per campaign
- Is the data complete for the period?If not: adjust for lag and recheck after the next refresh. Back to step 2.
- Check allocation across campaigns
- Prepare options for the campaign owner
- Analyst approves budget changesThe agent waits here for your OK.
- Pacing investigation
How it decides
It checks lag before declaring overspend.
- Check reporting lag before declaring overspend or underspend.
- Alert only when the gap exceeds tolerance on complete data.
- Options go to the owner; no bid or budget is changed automatically.
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Pacing tolerance before an alert (default 10%)
- Expected reporting lag per platform (default 2 days)
- Time of the daily check
- Who approves budget and bid changes
What keeps you in control
It always asks you first
- Changing bids or budgets
Hard limits
- No bid changes.
It stops when
- Done: diagnosis stable.
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.
- 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
