Client & Account Management
Meeting Agenda Builder
What it does
Generates a structured client meeting agenda by pulling open action items from previous calls, flagging significant ad campaign performance changes (spend, CPA, ROAS shifts greater than 15%), and listing upcoming milestones (campaign launches, budget renewals, QBR dates). Outputs a formatted agenda with time allocations and supporting data points for each topic.
What it outputs
- Time allocations
- Supporting data points for each topic
How it runs
Deploy it per account across your whole portfolio. It works off your governed Data Cloud, so every run reads the same numbers your reports do, and it waits for your approval before anything changes in a live account.
See this agent run on your accounts.
Every agent in the library, working off your own data, approved by your team.
Data it works with
Google Ads
What it needs
Self-contained
Tags
Client Comms, Account Mgmt, Productivity
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