Marketing agencies / media
Summarize campaign data from multiple platforms into a draft monthly report with AI
Agency performance teams spend a lot of time combining export files from several platforms into monthly reports. Phak AI reads these files and summarizes them into a draft report in Thai that follows the agency's format. The team checks the numbers, adds its own insight and sends the report to the client itself.
The old way
- Open each platform's export one by one
- Copy numbers into slides by hand
- Little time left to write recommendations
With Phak AI
- Hand the full set of exports to the assistant
- Get a Thai draft in the agency's template
- Spend the time checking numbers and adding insight
Why multi-platform campaign reports eat up team time
Data sits in different places
Each ad platform exports files in its own format, so they must be reshaped before they can be compared.
Many clients at once
Every client wants a report at month-end, so the work piles up in a few days.
Little time for recommendations
Most of the time goes into combining numbers rather than analyzing what to do next.
How campaign report summaries work
Use the exports your team already pulls and the agency's own report template.
Set up the agency's report template
Define sections, metrics and the order clients are used to, together with the Phak AI team.
Drop exports into the client's folder
Excel or CSV files from several platforms sync into the knowledge base, with access split by client.
The assistant drafts the report
Using the ability to ask media plan and spreadsheet files, it combines the numbers and writes a Thai summary that cites its sources.
The team checks and sends
The performance team checks the numbers, adds recommendations and sends the report to the client.
Requests the performance team can give the assistant
What we measure in client reporting
Metrics are agreed when you start using it and measured with the agency's own numbers. Talk to the Phak AI team to choose the right ones.
- Hours spent on one client's report
- Days needed to send monthly reports to every client
- Number of fixes needed in the draft before sending
Clear boundaries
What Phak AI does
- Phak AI summarizes the exports the team pulled into a draft report in Thai
- Phak AI cites the source of each number for the team to check
- Phak AI follows the agency's report template
What it does not do
- It does not pull data from ad accounts automatically
- It does not send reports to clients without a person checking
- It does not adjust budgets or campaign settings for the team
- It does not produce scheduled reports on its own without a request
Frequently asked questions
What needs to be set up first?
The report template, metrics and export formats are set up together with the Phak AI team, since every agency's are different. Draft reports then follow the format your clients are used to.
Do we need to connect ad platforms directly?
No. Start with the export files the team already pulls. You do not need to grant access to clients' ad accounts.
Is each client's data kept separate?
Yes, through role-based permissions. Team members see only the files for clients they handle, and every question is logged.
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