Basis Assistant

Automated
Campaign Notes for
People & Platforms

Leave complex shared spreadsheets behind.

Successful campaigns run across multiple channels, so we built tech to break down silos. Basis Assistant, a Chrome extension, connects over 20 platforms and tools—Facebook Ads, LinkedIn, Twitter, Google Docs, and many more.

Basis Assistant is yours.

A knowledge-sharing
tool for every campaign.

Basis Assistant

Whether you’re running a programmatic campaign in the open exchange, buying impressions in a social media platform, or creating a report in a dashboarding tool—users can input notes from all of these sources in Basis Assistant, without switching programs.

Use Basis Assistant with or without Basis.

Use any platform connected to Basis Assistant.

Download the Browser Extension

> Connect your Basis account.

> Authorize any other platforms—Facebook Ads, Google Ads, Microsoft Ads, and more!

> Record campaign changes and tie those notes back to a Basis campaign.

Tracking campaign changes has never been easier.

Record notes from any platform connected to Basis Assistant.

1. Open Basis Assistant.

2. Choose a campaign.

3. Write a comment.

Note: All notes are aggregated and organized in Basis Assistant as threads that users can download as CSV files.

Benefits

Simplify & Automate

Basis Assistant streamlines campaign logs and instantly adds context—campaign name, source, when, and where.

Onboard & Update

Basis Assistant allows new users to catch up on campaign history and optimizations quickly.

Campaign Performance

Enjoy time off knowing that teammates can access all communication, optimizations, documents, and more – at any time.

“I’ve been using Basis Assistant to keep track of details that are relevant to the client. With these logs, I am able to write a story that they can easily read and understand.”

— Taylor Watters | VP | Watts Media

“With Basis Assistant, I’m able to track everything and quickly add a note. It allows me to go deeper and be able to fully analyze every change that was made. It’s easier to attribute the optimization to the change in performance because every change is logged and tracked since we started using Basis Assistant.”

— Sarah Reader | Paid Media Strategist | Insight Enterprises