Portfolio Quick Scan
Multi-brand daily triage: one status card per account with a GREEN, YELLOW, or RED verdict so you know who needs you today.
or just say “run portfolio scan”
Comes with the plugin, one install activates every skill. See the install flow. Needs brand setup first.
Someone managing several accounts has to log into each platform just to see whether anything needs attention today, and the one account that is actually on fire is easy to miss in the routine scanning.
One GREEN, YELLOW, or RED card per account, so you know in under a minute which accounts to open today and which to leave alone.
What your agent can do
- 01
Score every account on CI anomalies, TACoS posture, and pacing proximity
- 02
Issue a GREEN, YELLOW, or RED verdict per brand with the reason called out
- 03
Point-in-time snapshot, no dimensional tables: built for portfolio sweeps
- 04
Replaces a full morning of multi-account login-and-eyeball
Before you run
This skill reads a brand’s context to calibrate its output. Build it once per brand, then every teammate runs on the same shared context.
/mixshift-ai:mx-brand-context <brand>How brand setup works →- Each account’s ACoS/TACoS goals and posture: sets that account’s own verdict thresholds, not a portfolio-wide default
- Active structural events per account (promotions, stockouts, price tests): downgrade a RED to a named YELLOW instead of a false alarm
- Monthly and quarterly revenue targets and pacing mode: which comparison each card reports
- Capture-rate calibration for Vendor Central accounts: adjusts the Adjusted ACoS line on those cards
As each account’s targets, posture, and structural events build up in its own brand context, the per-account verdicts stop firing on swings the team already explained, so the scan flags only the accounts that genuinely need a login today.