Start with the original documents you would use for manual media planning. Clear provenance and well-defined figures make the resulting recommendation easier to assess.
Prepare useful sources
Useful sources include visitor statistics, closing reports, cost plans, media offers, campaign reporting, and the customer brief. Prefer original files with readable text and tables. Photos and scans may need further preparation.
Provide the publisher, original document date, and covered editions where available. The upload date does not replace the source date. Missing details should be clarified rather than guessed.
From upload to registered source
- Ask the assistant for an upload link for your files.
- Upload the originals through that link and tell the assistant when you have finished.
- Check the proposed document details, especially the fair, title, date, and editions.
- Confirm registration. The source then appears under Documents in the dashboard.
A chat attachment is not yet a registered source. Registering a document also does not automatically create factors or catalogue items.
Review proposed data
Ask the assistant to propose the relevant information next. A cost-plan line may become a catalogue item; a supported measurement may become a factor. Review the proposals before accepting them. Factor imports have a separate review step; blocked imports need correction first.
Read the A+A 2025 cost plan. Propose the bookable units and supported costs. Show source locations and unresolved questions before recording the data.
Check that figures are comparable
| Question | Why it matters |
|---|---|
| Planned or actual? | A budget is not an actual expense. |
| Which unit? | Visitors, clicks, reach, and revenue describe different things. |
| Which price basis and currency? | Net, gross, or differently defined costs are not automatically comparable. |
| Which period and audience? | Visitors and exhibitors, and different reporting periods, remain distinct. |
| Complete or only top-N? | A list of leading countries is not a complete country total. |
| Where is the figure? | A page or table location makes the statement verifiable. |
Incomplete country lists are marked as partial. They do not serve as a complete visitor basis for automatic country budget allocation.
Correct information
Describe the error and identify the correct source. Correcting a factor adds a successor, keeping the original statement available in its history. A new measurement or a different year is a separate statement.
Later corrections leave a saved plan’s inputs intact. If the correction affects the recommendation, ask for a new plan using the current information.