Marketing agencies / media
Ask media plan and campaign result files in Thai with AI built for agencies
Agencies keep many media plans and campaign result files in Excel. Phak AI lets the team ask these files questions in Thai, such as how much budget is left or which channel is over plan. The assistant calculates from the actual data in the file and names the sheet it used. AEs and managers get answers themselves without scrolling row by row.
Client A this month: which channel is over plan, and has out-of-home started yet?
Per the file, online video is slightly over plan. Out-of-home starts next month. See the table for each channel.
Source: Client A media plan Q4.xlsx, monthly budget sheetThanks. I'll open the file and double-check the numbers before the meeting.
Why agencies need to ask media plan files questions
One campaign's media plan often has several sheets and channels and goes through many revisions. When a client asks how much budget is left or which channel is doing well, the AE has to dig through the file or wait for the performance team.
Phak AI can answer questions about spreadsheet files. The team types a question in Thai, and the assistant calculates from the real data in the file instead of guessing from text. Each answer names the file and sheet so you can trace it back.
How asking media plan files works
Use the Excel or CSV files your team already has. No new dashboard to build.
Keep files in a synced folder
Media plans and campaign result files in Google Drive sync into the knowledge base.
Set permissions by client
AEs see only the files for clients they handle. Managers see the overall picture.
Ask in Thai
The assistant reads the table structure and calculates totals, remaining budget or comparisons against plan.
Check the numbers before use
Answers cite their sources, so the team can open the original file before discussing it with a client.
Example questions for media plan files
What we measure when teams can ask files themselves
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.
- Time spent preparing numbers before a client meeting
- Number of requests to the performance team to pull figures
- Hours spent on client reports
- File question usage per team in the Executive Dashboard
Clear boundaries
What Phak AI does
- Phak AI answers questions from Excel and CSV files in the knowledge base
- Phak AI calculates totals, remaining budget and comparisons from the real data in the file
- Phak AI names the file and sheet used for each answer
What it does not do
- It does not pull data directly from ad accounts. It uses files the team exported
- It does not adjust budgets or run ads for the team
- It does not replace the BI tools or dashboards the agency already uses
Frequently asked questions
Each client's media plan has a different layout. Will it still work?
Yes. The assistant reads each file's headers before answering. Clear, consistent column names give better answers, and the Phak AI team can help tidy file formats during setup.
Do we need to connect our ad accounts?
Not to start. You can use the files the team already exports to Drive. Other systems can be connected later, adapted to what the agency uses.
How reliable are the numbers?
The assistant calculates from the data in the file and cites the source, so accuracy depends on the original file. The team should check figures before using them with a client.
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