Describe the campaign you want to run. The system will research the brand, extract a target audience, and pick taxonomy categories you can review and edit before generating the plan.

Instructions for generating a Media Plan. Follow the steps below:

1. Name: Enter a name for the Planning report. For example: McDonald’s – Q3 National Push.
2. Brand Site: Enter the brand’s site. This is an optional field, but if provided, the LLM may fetch it for additional context.
3. Inventory Types: Select at least one inventory type: CTV, Display / Banner, or Audio. Budget is optional for each selected inventory type. Users can also enter a target number of impressions per month.
4. Description: Enter a description of the campaign, including relevant details such as the brand, goals, media types, geography, budget, and desired scale.
   • Example: CTV plan for McDonald’s targeting the U.S. nationally with a $500K monthly budget. Research the brand to identify the target demographic and relevant content alignment.
   • Users can enter free-text instructions and request tool use, such as “Search the internet for…” or “Summarize the brand site.”
5. Supporting documents: Upload optional supporting files in a text-readable format, including .txt, .md, or .csv. Files can be up to 200 KB each. A short description is required for each upload so the LLM can understand the document’s purpose and how it should be weighted when generating the plan.
6. Click Submit.
7. Once the report is submitted, it will process and the status will change to Draft.
8. Move onto the next set of steps: New Plan Draft