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Hubspot Custom Styles
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Hubspot Custom Styles

OPTABLE PLANNER AGENT

Transform Audience Planning from Weeks to Hours

The AI-powered sales assistant that automates ad planning workflows, from RFP to activation.

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Agentic planning built for publisher growth

Stop losing revenue to a slow, manual processes bogged down by spreadsheets and disconnected tools. Planner Agent is the first audience planning tool for publishers built to work across identity, audience, and activation workflows. Acting as an AI-powered co-pilot for your sales teams, it automates the entire workflow from RFP to activation.

Win more RFPs, faster

Turn around tailored proposals in hours, not days. Planner Agent interprets briefs, builds precise audience blueprints so you can respond first, respond smarter, and close more business.

Reveal hidden audiences

Planner Agent analyzes every signal across your 1st, 2nd, & 3rd party data to uncover unseen audience connections, turning overlooked segments into valuable revenue opportunities.

Scale revenue, not people

Handle more briefs, campaigns, and
activations with the same team. Planner
Agent frees up your experts for strategy
and client growth instead of
coordination.

Built to drive results

5X+

Improvement in addressability

3X+

Greater reach

56%

Click-through rate

“By working with AI agents that can analyze audiences, help negotiate deals, and optimize in real time, we’re aiming to dramatically reduce turnaround time and increase performance. It’s like adding an army of experienced data analysts and traders to assist our campaigns, only it is faster, more scalable, and always on.”

Alex Blum
Chief Operating Officer

How it works

Optable Planner Agent automates the entire path from brief to activation, turning complex audience planning into a fast, guided workflow. Every step is designed to save time, eliminate manual work, and keep teams fully in control.

STEP 1

Interpret RFP

The agent analyzes the RFP to understand campaign goals, target audiences, and constraints.

STEP 2

Build audiences

It connects to multi-source data to identify and construct qualified audience segments that match the RFP.

STEP 3

Match inventory

Forecast inventory against the selected audiences to ensure scale and delivery.

STEP 4

Review & approve

A human-in-the-loop reviews the proposed audiences and packages, applying business rules, compliance, and brand safety checks.

STEP 5

Activate & measure

Approved campaigns are pushed to ad servers or SSPs,with delivery data feeding back for optimization and reporting.

Frequently Asked Questions

What is the Optable Planner Agent?

What problems does it solve for publishers?

What data sources does it use?

Does it replace humans in the process?

Who is the Audience Planner Agent for?

Which protocols does it support?

What outcomes can we expect?

OPTABLE PLANNER AGENT

Ready to build the future of direct sales?

Request your access today and be among the first to transform your audience planning process.