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Playbook

The performance engine, prompt library, and AI chat, all in one place. A curated set of vetted diagnostic prompts you can run against your connected ad accounts: pick a prompt that senior performance marketers actually run, audience overlap, lookalike health, interest vs broad audit, retargeting funnel depth, hit "Run in chat," and the analysis runs against your live data.

Playbook screenshot

What this does for you: The performance engine, prompt library, and AI chat in one place. Instead of guessing what to ask, you pick from prompts that senior performance marketers actually run, hit "Run in chat," and the analysis runs against your live data. Playbook now sits under Reporting, not inside AI Paid Media, it moved when Reporting became its own top-level section.

Key insights you'll see:

  • Platform toggle between Meta Ads and Google Ads, same playbook structure, platform-specific prompts
  • Categories along the left: Audience & Targeting, Bidding & Delivery, Creative & Ad Relevance, Post-Click & CVR, Conversion Value, External Factors, Tracking & Attribution
  • Each prompt card tagged with expected impact (High / Medium) and effort (Low / Medium) so you can pick high-priority, low-effort first
  • Run-in-chat and Copy actions on every prompt
  • Example: "Audience overlap analysis, High priority / Low effort: pull all active ad sets and flag overlap above 30%, quantify the wasted spend from self-competition, and recommend consolidation or exclusions"

When to come here: Weekly performance review. Onboarding a new performance marketer. When you suspect a specific issue (saturation, waste, attribution) and want the canonical diagnostic.

Walkthrough · annotated

The click-path, step by step

How-To 50, full guide
  1. 1Platform and categories
    Reporting: Playbook (Prompt Library): Platform and categories
  2. 2A playbook prompt
    Reporting: Playbook (Prompt Library): A playbook prompt
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