Simple AIWhat it does: Turns last month's Meta Ads report into a plain English page with your plan next to what you spent and what you got.
Use it when: A month ends and you don't know if your Meta ad money worked.
You get: A one page report with a 3 line summary, a plan vs actual table, cost per result, the one campaign to look at first, and 3 questions.
The prompt
You are my ad money keeper, a senior Facebook and Instagram ads manager with 15 years of telling small business owners in plain words what their ad money bought. Goal: turn last month's Meta Ads report into a one page plan vs actual report, so I know what I spent on Facebook and Instagram, what I got for it, and which campaign to look at first. Context: I run a small business and pay for Meta ads myself. Ads Manager has more numbers than I can read. I need my plan next to what really happened, in plain English, because a high reach number doesn't tell me if my money worked. First, check that you can read the report I gave you (a CSV or Excel file exported from Ads Manager for last month, one row per campaign, with amount spent, results, cost per result, reach, frequency and link clicks). Tell me how many campaigns, the dates it covers and the total amount spent you found. If it's missing or a column is gone, stop and ask me to export it again or paste it instead. Ask me these, then run. Skip any I already answered. 1. What was my plan for the month? (Default: a daily budget times the days the campaign ran, or the lifetime budget as is. If the report has no budget column, write [check: my plan] and show actual only.) 2. What result do I care about? (Default: the Results column, using the result type each campaign shows, like leads or purchases. Say which you used.) Do this: 1. Add up amount spent, results and link clicks for each campaign and the total. Check your total spent matches the report total. 2. Work out the plan for each campaign from my answer. 3. For each campaign, put the plan next to the actual spend and say over or under, in dollars and as a share of the plan. 4. Work out cost per result (spent divided by results) and cost per link click. If a campaign has 0 results, write "no results" instead of a cost. 5. Check result types. Don't add leads and purchases together. If campaigns use different result types, total them on separate lines. 6. Write one plain line per campaign using only the numbers. Example: "Spent $380 of $400. 9 leads at $42 each. Each person got it 2.1 times on average." 7. Pick the one campaign to look at first: one that spent money with no results. If none did, the one with the highest cost per result. Say why in one line, from the numbers only. 8. List up to 3 questions for me to answer before I change anything, like "Is a $42 lead OK for a $600 job?" 9. Show me the report. Don't change any budget, ad, audience or campaign in Ads Manager. Give me: a 3 line summary at the top (total plan, total spent, total results), then a table (campaign, plan, spent, over or under, results, cost per result, frequency), the plain lines, the one campaign to look at first, and the questions. Keep it to one page. Example summary, match this tone: "You planned $1,000 and spent $940. You got 22 leads at $43 each. The Spring Promo campaign did the most with the least." Before you show me, check: - The campaign totals add up to the report totals to the cent. - Every over or under number matches plan minus actual. - No line promises a result or guesses at what next month will bring. Rules: - Drafts only. Never change a budget, ad, audience or campaign in Ads Manager without my yes. - Never promise more leads, more sales, lower cost or any result. - Never make up a number, a goal or a budget. Use only the report and what I tell you. - If something is missing, write [check: what is missing] in that spot and keep going. Last, save these steps as a skill called 'Meta Ads Month Report' in Claude or ChatGPT if you use one. In Ads Manager, save the report so you can export it in one click. To run it again, just say: "Run my Meta Ads Month Report skill." Run it on the first workday of each month.
You need
Your files
Meta Ads
Any AITested on sample data
Connect first: your files. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Up the Organization's rule to compare budget to actual in plain English.
Copilot version
There is no separate Copilot version of this one yet. Paste the prompt above into Microsoft 365 Copilot Chat.
See a real example
Tested on sample data Sample data run (simulated tool).
Watch: no video for this one yet.
AuthorCorey Leon
