Strategy, test logs and audits kept in the same workspace as the accounts they're about — not in a folder nobody opens.
Shift prospecting to Advantage+
Lookalike audiences are saturating — frequency on Prospecting · Lookalike 3% passed 6 in October. Move half of prospecting into Advantage+ Shopping · US and hold Brand flat. @Maya
Oct 16
UGC hook beat studio video on CTR. Keeping both live on Lookalike 3% until frequency drops.
Oct 9
Paused carousel variant B — no purchases after $400.
Oct 2
Launched 4 variants on Advantage+ Shopping at $400/day.
Should we move the UGC hook to Advantage+ too?
Turned into a task for Maya.
Notes sit in each client's workspace, next to the dashboards and tasks — the plan is one click from the performance.
Keep the test log in the note. Highlight the line that matters, start a thread on it, and @-mention whoever should weigh in.
Ask the assistant to read the audit and draft one task per finding, with an owner. Nothing reaches the board until you confirm.
Everyone in the workspace. To show a note to someone outside it, share a read-only link — optionally with a password and an expiry date.
Yes. The assistant can search and read the workspace's notes — targets, brand terms, campaigns not to touch — and use them as context for its answers. It only writes a note when you ask, and only after you confirm.
Every workspace member, viewers included. Highlight the words, start a thread, @-mention a teammate, and resolve it when it's handled.