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AI agent for paid media specialists

Quarterly Account Structure Audit Agent

Leave the account clean, consistent and free of conflicts, with each change verified.

Quarterly Account Structure Audit Agent: what goes in, what the agent does and what you get

What it does

After a year of changes, an ad account holds duplicate campaigns, forgotten test groups, mismatched location targeting and inconsistent names. Each quarter the agent reviews all campaigns, ad groups, settings, budgets and naming. It flags duplicates, overlapping targeting, wrong languages or locations, paused items still holding budget and names that break the convention. It proposes a cleanup plan in order of impact and risk, listing which changes could affect delivery. After the specialist approves and the changes are made, the agent reads the account again to check for new conflicts, such as a merged campaign that now competes with another. It repeats until the account passes the audit checks. Edge case: a campaign with an odd setup that is deliberate, such as a test. The specialist approves each change.

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
ApprovedYes, continueYes, continueNoNo 1 STARTS WHEN Quarterly audit starts 2 USES A TOOL Export campaigns, ad groups, settings and budgets 3 DOES Check names, locations, languages and budgetsagainst the standards 4 DOES Find duplicate or overlapping campaigns and adgroups 5 DOES Rank issues by impact and risk 6 DOES Draft the cleanup plan with the expected effect ofeach change 7 YOU APPROVE Specialist approves each change 8 USES A TOOL Specialist applies the changes and the agent exportsthe account again 9 CHECKS THE RESULT Does the new export pass every check without newconflicts? If not: list the new issues and update the plan. Back tostep 3. 10 CHECKS THE RESULT Is spend and delivery stable for the changedcampaigns after 7 days? If not: propose a rollback for the change that causedthe drop. Back to step 6. 11 RESULT Audit report and updated account map
Read the steps as a list
  1. Quarterly audit starts
  2. Export campaigns, ad groups, settings and budgets
  3. Check names, locations, languages and budgets against the standards
  4. Find duplicate or overlapping campaigns and ad groups
  5. Rank issues by impact and risk
  6. Draft the cleanup plan with the expected effect of each change
  7. Specialist approves each changeThe agent waits here for your OK.
  8. Specialist applies the changes and the agent exports the account again
  9. Does the new export pass every check without new conflicts?If not: list the new issues and update the plan. Back to step 3.
  10. Is spend and delivery stable for the changed campaigns after 7 days?If not: propose a rollback for the change that caused the drop. Back to step 6.
  11. Audit report and updated account map

How it decides

Each campaign is checked against the standards for naming, targeting, budget and duplication. Changes are ordered by money at stake and risk to delivery.

  • Flag campaigns with names that do not follow the convention
  • Flag two campaigns targeting the same keywords and location
  • Flag paused items holding budget
  • Treat a spend drop over 20 percent after a change as a problem

Make it yours

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

  • Naming convention
  • Targeting standards
  • Platforms and accounts
  • Audit schedule
  • Checks to include

What keeps you in control

It always asks you first

  • Specialist approves each change
  • Specialist approves any rollback

Hard limits

  • Never edit the account itself
  • Do not delete anything that has history without approval

It stops when

  • Done: audit passes and changes verified
  • Stop: account access is limited, list the checks that could not be run

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 happensThe export shows 64 campaigns. The agent finds 9 with old names, 5 duplicate keyword sets and 3 targeting a closed location. The plan has 17 changes. After approval and edits, the re-export finds that merging two campaigns now overlaps a brand campaign. The agent updates the plan with a negative list. The 7-day check shows spend stable. The audit closes.

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