Strategy Agent

Strategy Agent assists media teams with strategic planning by combining internal documents and real-time external data. It helps synthesize briefs, uncover trends, generate strategic POVs, and build campaign plans—accelerating insight generation and decision-making across planning workflows.

How It Works

Step 1: Upload Documents Add internal decks, briefs, research, or POVs. Files are stored with project- or agency-level permissions, so context is always accessible without re-uploading.

Manage Project Context

Step 2: Ask Questions Use natural language to query your internal knowledge base. Toggle on web enrichment to pull in real-time external insights for a broader view.

Enter Prompts

Step 3: Get Sourced Insights Receive clear, actionable responses with clickable citations—so you and your clients can trace every recommendation back to its source.

Review Appended Source Citations

Step 4: Generate Strategic Plans Go from insight to execution by auto-generating structured strategies and rollout plans, customized to your goals and data.

Generate Strategic Plans

Step 5: Save and Share Save outputs to your library, reuse high-quality thinking across teams, and share final plans with clients—all from one place.

Save Strategic Reports

Last updated