Recipe
Get a spend and results snapshot across every platform
The fastest honest cross-platform table: spend and headline results per connected platform, one window, one currency.
IntentOne table: spend and results everywhere, right now.
- 2
- Steps
- 4
- Tools
- 1
- Rules
- 1
- Failure modes
When to use it
Use it when
- 'Where are we this month' asked by anyone.
- The first read of any working session.
Do not use it when
- As the decision table: cross-platform-performance reconciles against GA4 before decisions.
What it needs first
No single source is required: this one reads across whatever you have connected.
Preconditions
- The account is ticked in the dashboard, confirmed via list_accounts.
Inputs
window- Analysis window.Default: last 30 days.
Procedure
In order. Every tool named is one the gateway ships, and links to its reference.
Pull spend and conversions per connected platform.
Merge into one currency-labelled table.
Decision rules
The observable condition, what it lets you conclude, and what takes the conclusion back.
When
A platform is connected but returns nothing
Conclude
Say 'no data returned', never zero: the difference matters.
Evidence every conclusion must carry
- Every figure carries its account, metric and window.
- Anything below a readable sample size is reported as unjudged, not as zero.
Where the agent stops
- The readout changes nothing. Any change it motivates goes through Safe Writes: preview, human confirmation, then apply.
How it goes wrong quietly
The cases where the analysis is wrong and still looks right. Read them before trusting a number.
- Mixed attribution windows across columns: label them or the table lies politely.
What the answer contains
- 01Readout
- The figures, with windows and accounts named.
- 02Flags
- What deserves a deeper skill or a human decision.