AI analyst
AI period summaries for an ad account
A good summary saves an hour before every client call. The AI analyst writes one for an ad account and a period, grounded in the same tools as the chat.
What it does
A summary is requested for an ad account and a mandatory period. The analyst reads performance, comparison with the previous period, anomalies and wasted spend signals, then writes a concise overview with the most important changes and recommendations.
The summary is saved as a conversation of the client, so you can ask follow-up questions and see the sources. It is available in the chat and through the API for integrations.
Why it helps
- Ready-to-use talking points for client meetings.
- Consistent structure for every account and period.
- Follow-up questions in the same conversation.
How to set it up
- Open the AI analyst and choose the client.
- Ask: “Summarize account X for last month: what changed and what needs attention”.
- Review the sources and ask follow-up questions.
Good to know
- Summaries use honest data rules: preliminary days and missing data are named.
- Each summary counts toward AI usage limits.



Try it on your own accounts
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