AI Campaign Data Validation Agent

How Cassidy automates campaign data validation using AI

Step 1: Connect your ad platforms and analytics tools

Cassidy syncs with your Knowledge Base containing your canonical taxonomy, naming conventions, and validation rules, then connects to platforms like Meta, Google Ads, GA4, and your data warehouse via native integrations.

Step 2: Trigger validation on campaign creation or URL input

The Workflow activates automatically when a team member creates a new campaign, pastes a URL, or imports a media plan—whether through Slack, a browser extension, or direct platform integration.

Step 3: Validate against your governance rules

Cassidy checks every UTM parameter and campaign name against your defined taxonomy: required fields, allowed values, regex patterns, casing standards, separator rules, and platform-specific character limits.

Step 4: Generate AI-powered fix suggestions

When violations are detected, Cassidy's Agents use agentic reasoning to propose compliant alternatives—normalizing “FB” to “facebook,” correcting casing inconsistencies, and resolving naming conflicts with duplicate campaigns.

Step 5: Apply corrections with Human-in-the-Loop approval

Based on your configured autonomy policies, Cassidy either auto-corrects minor violations (like case normalization) or routes critical fixes through Human-in-the-Loop approval before pushing changes back to your ad platforms.

Step 6: Monitor and alert on governance drift

Cassidy continuously scans connected platforms for out-of-governance activity, sending alerts to Slack or email with one-click remediation links and maintaining a complete audit trail of all changes.