Check campaign spend and results agree across different exports, and explain the mismatches

A campaign report with reconciled totals, attribution caveats and unresolved mismatches, prepared for review.

Choose one of three approaches. The steps for that option appear below.

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ChatGPT: reconciles the exports and drafts the report

ChatGPT builds the join audit table, drafts the report and cross-checks it. You check the table and the final draft.

  1. You

    Assemble the exports

  2. ChatGPT

    Build audit table

  3. You

    Check the table

  4. ChatGPT

    Draft and cross-check

  5. You

    Check and decide

  1. Have ready: cost exports, conversion exports, definitions

    Use: You

    Assemble the campaign cost exports, conversion exports and supplied attribution definitions, retaining authorised source IDs and dates.

    Check

    Check each item is dated and permitted; list anything missing as still to confirm.

  2. Build the join audit table

    Use: ChatGPT

    Ask ChatGPT for a join audit table retaining campaign IDs, periods, currencies and unmatched rows, with source references and uncertain facts.

    Details

    What to paste into the tool

    Task: Join audit table retaining campaign IDs, periods, currencies and unmatched rows; source references; uncertain or absent facts; Source packet: Campaign cost exports, conversion exports and supplied attribution definitions. Use only the supplied packet. Build a labeled table with source IDs, dates, uncertainty and permitted-use limits on each row. Check join keys, duplicate IDs, unmatched rows, periods, time zones and currencies against raw exports; independently recompute totals and record named exceptions. Retain the source packet as an unchanged attachment in the output bundle. Keep unresolved facts and approval dependencies explicit. Do not resolve a missing fact by inventing one. Produce a draft only; do not publish, send, deploy, change accounts, spend or launch a campaign

  3. Check the table against the exports

    Use: You

    Compare every table row with the source materials and correct it; resolve or retain missing facts before drafting.

    Check

    Check join keys, duplicate IDs, unmatched rows, periods, time zones and currencies against the raw exports; recompute totals and record named exceptions.

  4. Draft the report and cross-check it

    Use: ChatGPT

    Ask ChatGPT to reconcile totals with attribution caveats, then cross-check the draft against the checked table and return corrections with a change list.

    Details

    What to paste into the tool

    Task: Draft campaign report with reconciled totals, attribution caveats and unresolved mismatches; Open questions and approval dependencies retained beside the recommendations; Reviewer-checked join audit table retaining campaign IDs, periods, currencies and unmatched rows; source references; uncertain or absent facts; Supplied constraints, retained open questions and approval dependencies with source IDs and dates; Source packet: Campaign cost exports, conversion exports and supplied attribution definitions. Join cost and conversion rows by campaign ID, period and currency, reconcile totals, retain unmatched rows and named exceptions, and state supplied attribution caveats; do not call attributed results incremental impact. Retain the checked table, constraints and source packet unchanged in the output bundle. Keep unresolved facts and approval dependencies explicit. Do not resolve a missing fact by inventing one. Produce a draft only; do not publish, send, deploy, change accounts, spend or launch a campaign. Second message, after your check: Task: Corrected draft with a change list and unresolved mismatches flagged for the reviewer. Compare the draft with the checked join audit table and the retained source packet. Correct every mismatch you find in the draft, keep source IDs, dates, uncertainty and named exceptions, and list each change. Flag anything you cannot settle from the supplied material; do not invent facts, figures, policies or claims. Return preparation material only; publishing, outreach, audience changes, tracking deployment and financial commitments are outside this task.

  5. Check the corrected draft and decide

    Use: You

    Compare the corrected draft and change list with the checked table and exports, confirm the named exceptions, then decide; publishing stays outside.

    Check

    Check totals match source exports or named exceptions, and attributed results are not called incremental impact. If a check fails, correct the draft or leave the workflow incomplete.

Before you paste into any AI tool, remove any confidential information. Put it back at the end.

Tools in this workflow

Deciding between ChatGPT and Claude for this? See the comparison.

Final check

The named reviewer compares working records and final drafts against retained source evidence; unresolved questions stay visible.

These are proposed preparation workflows; execution, publication, sending, deployment, account changes and spending are outside scope.

Check the result against your original inputs. Approve it before sharing or acting.

What still needs checking
  • Quoted vendor mechanics do not establish the scenario-specific operations; each AI requirement remains not yet checked
  • The responsible reviewer must complete the source comparisons and the original check before treating a draft as ready for a decision

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