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DocumentationThe essentials
THE ESSENTIALS

Understand your data

How sources, catalogue items, factors, and briefs support a traceable recommendation.

5 min read

A recommendation should be traceable to its inputs. The assistant therefore keeps original sources, extracted information, agreed instructions, and saved recommendations distinct.

Fairs and editions

A+A is a fair. A+A 2025 and A+A 2027 are two editions of that fair. A plan for 2027 can use earlier editions of the same fair as references. Evidence from different fairs is kept separate.

Documents belong to a fair and can cover several of its editions. Rules and tasks may apply to one edition or the whole fair.

The main concepts

Concept Meaning Example
Document An original source with a title, origin, date, and edition coverage. An A+A 2025 closing report.
Catalogue item One bookable media unit or campaign line. A newsletter banner with a market, partner, format, and price.
Factor Information that supports or influences planning. Actual visitors from one country, taken from a report.
Brief Goals, budget, priorities, and constraints for one edition. The agreed instructions for A+A 2027.
Memory A reusable rule or preference with scope and approval status. An approved channel exclusion for one edition.
Task A thought, question, improvement, or action. “Check the offer for this title.”
Plan A saved recommendation with its preserved inputs. Country budgets, channels, and selected titles for 2027.

A market, such as Germany, is a property of catalogue items, rather than a bookable unit itself. Channel, agency, and partner also describe how items can be grouped.

Facts, assessments, and adjustments

Factors have different meanings:

  • Fact: a value with a unit and context, such as actual visitors or planned costs. It cites a source and, where possible, a page or table location.
  • Assessment: a reasoned judgement. A numeric rating has a scale; an unknown rating stays unknown.
  • Adjustment: an explicitly justified change to a named criterion, such as a multiplier or added percentage points.

A factor can describe one catalogue item, a group such as “newsletters in Switzerland,” or the entire edition. A group figure is not copied onto each item as a separate measurement.

A missing value is not zero. Planned costs and actual costs are different statements. Different price bases also remain separate.

Follow a source into a plan

An A+A 2025 visitor report includes a country breakdown. The assistant proposes recording its supported visitor figures as factors for 2025. You review the values, units, and source locations.

For A+A 2027, the confirmed brief sets the budget and priority markets. The recommendation can use compatible visitor factors as a basis for market allocation and suggest current catalogue items. Its reasons cite the factors, leading back to the original report.

Saving the plan preserves those inputs. If a factor is corrected later, you can still see the data used for that particular recommendation.

Which instructions apply?

A confirmed brief defines the planning request. Approved memories add applicable rules and preferences. Conflicts need resolution. A task or passing conversation note does not substitute for approval.

Working together explains how to record changes with your team.