Image
Workflow
Marketing

Social and channel data unified into one report

Three exports, three numbers that claim to be the same thing, and a reconciliation that lives in one person’s spreadsheet. This is how an agent records the mapping onto your own definitions, names what must not be summed across channels, and states a late period as late.

Every channel reports a number, and none of them mean the same thing

Today

The unified report is somebody deciding, silently, which numbers can be added

  • Three channels, three exports, three numbers that all claim to be the same thing.
  • Somebody reconciles them by hand every month, and the reconciliation lives in that person's spreadsheet, so the translation between what each channel calls a thing and what you call it is invisible to everybody else.
  • One metric gets added across two channels that count it differently, and an account under two identifiers gets counted twice.
  • And the month a channel reported late went by unnoticed, because the smaller number looked plausible.
With agents

The translation between channels written down, and what must not be added marked

  • The translation between channels becomes inspectable.
  • A number that must not be added is marked rather than added.
  • A late period reads as late.

How an agent runs it

Unification is a definitions problem before it is a data problem. This workflow holds the definitions, records the mapping onto them, and names what cannot be compared.

01

Holds

Keeps the definition of each entity and each metric you report on, with the channels each one has to survive recorded against it.
02

Maps

Places each channel's own field names onto those definitions and records the mapping, so the translation is inspectable.
03

Names

Surfaces what a channel cannot report at all, and the metric two channels count differently enough that it must not be summed across them.
04

Reconciles

Matches the same entity appearing under different identifiers in different channels, and holds the pair it cannot match for a person.
05

States

Says plainly when a channel's data is missing, partial or late for a period, rather than letting a smaller number stand as a fact.
06

Human gate

Definitions change only by their named owner's decision, and every unreconciled pair goes to a person. It posts nothing, schedules nothing and sends nothing to any channel, it assumes access to no social or analytics API, and the unification can be done by hand at any point without the agent because the data and the definitions are yours.
07

Unifies

Builds the view from the data you already hold, with every figure traceable to the channel row it came from.

Results

What changes when the translation is inspectable

The translation becomes readable

Each channel's field names are recorded against your own definitions, instead of living inside a formula in somebody's spreadsheet.

A number that must not be added

The metric two channels count differently is named as incomparable before the view is built.

A late period reads as late

Missing or partial channel data is stated as missing or partial, rather than arriving quietly as a smaller number.

Where this fits

Workflow / Automate a Workflow

Tier 1 through the Automate a Workflow door: one process end to end, from written definitions to a unified view whose every figure points back at the channel row it came from. The definitions, what the numbers mean and the decisions taken on them stay a person's. The marketing ops manager as an AI Employee is the possible next step rather than a promised state; How It Works shows how the definitions gate is built.

Tier 1 / Prove
How It Works

Questions, answered

No. It reads the data you already hold and assumes access to no social or analytics API. Posting, scheduling and sending stay a person's and the gate is closed by default. The data and the definitions are yours, so the unification can be done by hand at any point without the agent, and How It Works covers the gate.

AI Opportunity Audit

Bring last month's exports and see how many of the numbers mean the same thing

Bring last month's exports from every channel you report on, and see how many of the numbers mean the same thing.