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AI agent for digital marketing managers

Quarterly Social Goal Tracking Agent

Keep every social goal visible, explained and acted on throughout the quarter.

AnalysisMonitoringDecisionsMarketing
See how it worksGet access
Quarterly Social Goal Tracking Agent: what goes in, what the agent does and what you get

What it does

Goals like 'grow followers by 20 percent and double video views' are set in January and looked at again in December. The agent keeps the quarterly goals in a tracker and pulls the numbers from each platform every week. It compares progress with the pace needed to hit each goal and, where a goal is behind, looks for the cause by channel, format and posting pattern, for example fewer video posts or a drop on one platform. It proposes actions, such as changing the post mix or a campaign, and next week checks whether the numbers moved. It prepares a leadership report with progress, causes and the plan. Edge case: a platform that changes its algorithm or API and breaks the data. The agent flags the gap. The manager approves the plan before it is shared.

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, continueApprovedYes, continueNoNo 1 STARTS WHEN Weekly goal check 2 USES A TOOL Pull this week's numbers from each platform 3 DOES Compare progress with the pace needed for each goal 4 CHECKS THE RESULT Is every number complete and from the same period? If not: re-pull the missing data and flag any gap. Backto step 2. 5 DOES Find the cause of any miss by channel, format andposting pattern 6 DOES Propose actions with the expected effect 7 YOU APPROVE Manager approves the plan before it is shared 8 DOES Write the leadership report 9 USES A TOOL Next week, check whether the numbers moved 10 CHECKS THE RESULT Did the numbers move toward the pace? If not: revise the actions and look for a differentcause. Back to step 5. 11 RESULT Report sent and tracker updated
Read the steps as a list
  1. Weekly goal check
  2. Pull this week's numbers from each platform
  3. Compare progress with the pace needed for each goal
  4. Is every number complete and from the same period?If not: re-pull the missing data and flag any gap. Back to step 2.
  5. Find the cause of any miss by channel, format and posting pattern
  6. Propose actions with the expected effect
  7. Manager approves the plan before it is sharedThe agent waits here for your OK.
  8. Write the leadership report
  9. Next week, check whether the numbers moved
  10. Did the numbers move toward the pace?If not: revise the actions and look for a different cause. Back to step 5.
  11. Report sent and tracker updated

How it decides

A goal is on track when current progress is at or above the straight-line pace. For goals behind pace, causes are tested by channel and format before actions are chosen.

  • Mark a goal behind when progress is 10 percent under pace
  • Test cause by channel and format before proposing actions
  • Give each action an owner and a review date
  • Flag data gaps instead of estimating

Make it yours

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

  • Goals and metrics tracked
  • Pace tolerance (default 10 percent)
  • Report schedule
  • Platforms
  • Report recipients

What keeps you in control

It always asks you first

  • Manager approves the plan before it is shared
  • Manager approves changes to goals

Hard limits

  • Never present estimates as actuals
  • Do not change goals without approval

It stops when

  • Done: quarter ends and final report approved
  • Stop: data from a platform is unavailable for two weeks, report the gap

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 goal is 8,000 video views a week. By week 5 it averages 5,200 against a pace of 6,000. The agent finds that video posts fell from 4 to 2 a week and that one platform's reach dropped 18 percent. It proposes restoring 4 videos and testing shorter clips. After approval, week 6 reaches 6,100. The monthly report shows the goal back on pace.

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