Use Cases and Workflow 

✨ Campaign Setup Support 
Example: A CSM asks how to set up a PMP Non-Guaranteed deal. The Assistant pulls detailed steps from the “PIO Programmatic Deal Training Guide,” including naming conventions, Salesforce stages, and how to fill out the Deal Questionnaire. 

✉️ Email & ADV Code Help 
Example: A planner asks how to find the ADV code. The Assistant guides them to PIO and explains where to locate the Line ID, referencing the “ADV Code Training doc.” 

📊 Reporting & Optimization 
Example: A CSM sees pacing issues and asks how to shift impressions. The Assistant provides optimization steps from the “Optimization Guide” and confirms when AdOps should be involved. 

📚 Document Search & Guidance 
Example: A new team member asks how to complete the Billing Section in Salesforce. The Assistant extracts details from “SFDC - Billing Section How To,” saving time and confusion. 

🔄 Pressboard Setup 
Example: A junior CSM unfamiliar with Pressboard asks how to build a campaign. The Assistant delivers instructions step-by-step using “Creating a Pressboard dashboard.” 

Conclusion

The Ops Assistant has significantly reduced onboarding time, improved process adherence, and decreased dependency on senior team members for routine guidance. It ensures consistency and clarity across campaign execution and gives every team member instant access to expert knowledge. 

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This AI tool functions as a dedicated virtual assistant designed to: 

• Provide step-by-step guidance on key tasks like uploading creatives, setting up campaigns, troubleshooting tags, creating Asana projects, and interpreting pacing reports. 

• Answer real-time questions from junior team members, reducing dependency on senior staff for basic queries. 

• Act as an interactive trainer, supporting self-paced learning without waiting for scheduled sessions. 

• Link directly to process templates, mining tools, BIT booking steps, GAM guides, and AdOps ticket instructions.