Set up automation rules

When typing parameters like “target ACoS 15%, min_clicks 10” every time you run bid optimization or negative keyword checks becomes tedious, you can save the decision rules per account so that later prompts can skip these specifications. This category also covers approving, executing, and reviewing the details of proposals returned by optimization prompts.

When to use this category

• “I want to lock bid optimization parameters at the account level”
• “I do not want to specify negative keyword conditions every time”
• “I want to approve a suggested bid change and apply it”
• “I want to re-check what a proposal contains, or execute only part of it”

Register this first for convenience

If you register a target ACoS in Monthly KPI targets, each prompt will reference it automatically, so you do not need to specify it on the rule side every time.

---

Prompt 1: Register or update an automation rule

🎯 Purpose

Save decision parameters for bid, budget, and negative keyword checks at the account level, so subsequent optimization prompts can reference them automatically.

📋 When to use

• You find it tedious to specify bid / budget / negative keyword conditions every time
• You want to lock “target ACoS” and “minimum clicks” per account
• In multi-account operation, you want to save different standards for each account

📝 Prompt

Register an automation rule for {{RULE_TYPE}}:
- Target ACoS: {{TARGET_ACOS}}
- Minimum clicks: {{MIN_CLICKS}}
- Minimum orders: {{MIN_ORDERS}}
- Apply mode: Not applied until approved (locked to proposal mode)

Placeholders:

Placeholder	Description	Default source
{{RULE_TYPE}}	The rule type to register (bid optimization / keyword bid / budget / placement multiplier / negative keyword / top-of-search impression share / combined)	User input
{{TARGET_ACOS}}	Target ACoS (e.g. 15%)	Auto-referenced from monthly KPI targets
{{MIN_CLICKS}}	Minimum clicks to qualify for evaluation (e.g. 10)	Default 10
{{MIN_ORDERS}}	Minimum orders to qualify for evaluation (e.g. 1)	Default 1

⚙️ What the AI does

1. Identify the rule type — picks the target from 7 decision categories (bid optimization / keyword bid / budget / placement multiplier / negative keyword / top-of-search impression share / combined)
   • Why save by type: thresholds (min_clicks / min_orders / cap counts) differ between bid and budget, so collapsing them into one rule would trigger unintended optimization
2. Validate the parameters — checks that target ACoS is between 0–100% and that min_clicks / min_orders are non-negative integers
   • Why validate up front: invalid values flowing into optimization prompts would produce extreme recommended bids and force reliance on automatic safety clamps
3. Save per account — binds the rule to the default account; if a rule already exists, presents the diff before overwriting
4. Lock the apply mode to “Not applied until approved” — after a rule is registered, optimization prompts always return a proposal and wait for human approval

📊 Example Output

Automation rule registered

Item	Value
Rule type	Bid optimization
Target ACoS	15%
Minimum clicks	10
Minimum orders	1
Apply mode	Not applied until approved

From now on, Adjust bids will auto-reference this rule even if you omit “target ACoS” and “minimum clicks”. To change the values, run this prompt again with new values.

🔒 Safety guards

• Apply mode is locked to “Not applied until approved” (direct execution mode is not selectable)
• When overwriting an existing rule, the before/after diff is always shown before saving
• Target ACoS is clamped to above 0% and below 100% (out-of-range values are rejected)
• In multi-account environments, the target account ID is shown explicitly before saving (to prevent accidental overwrites on another account)

🚦 Execution modes

Phase	Status	Conditions
Phase 1 (current)	One-shot	Available with Picaro connection only
Phase 2 (Q3 2026)	Remains one-shot	Rule registration is meant to be reviewed semi-annually, so it stays out of automation scope
Phase 3 (Q4 2026)	Remains one-shot (UI under consideration)	Editing from CMS / admin UI is being explored
Phase 4 (2027)	Remains one-shot	Human judgment is preserved as the basis for the guardrails

👉 What to do next

• Adjust bids — run with the registered rule referenced automatically
• Adjust budgets — save budget-side decision rules the same way
• Add negative keywords — turn negative keyword criteria into a rule

---

Prompt 2: Approve a proposal and apply it

🎯 Purpose

Apply a proposal returned by an optimization prompt to Amazon Ads, either in full or by selecting only some items.

📋 When to use

• You want to put a bid adjustment proposal into effect
• You want to execute only part of the proposed changes
• In multi-account operation, you want to avoid applying changes to the wrong account by mistake

📝 Prompt

Approve and apply proposal ID {{PROPOSAL_ID}}:
- For partial execution: specify Proposal item IDs {{APPROVED_ITEM_IDS}}
- For full execution: leave Proposal item IDs blank

Placeholders:

Placeholder	Description	Default source
{{PROPOSAL_ID}}	Proposal ID to apply (returned by the optimization prompt)	Quoted from the most recent proposal output
{{APPROVED_ITEM_IDS}}	List of Proposal item IDs for partial execution (optional)	If omitted, all items are executed

⚙️ What the AI does

1. Check the proposal’s expiry — please approve within 1 hour
   • Why 1 hour: Amazon Ads metrics fluctuate by the hour, so applying changes from an outdated basis produces results that diverge from intent
2. Account match check — confirms that the account that generated the proposal matches the currently connected account
   • Why this matters: prevents accidents in multi-account operation where the change lands on the wrong account
3. Determine the approval scope — if Proposal item IDs are given, only those items are applied; otherwise all items are applied
   • Why allow partial approval: there are cases where you want to apply most items quickly while holding back on a few, so the system does not force a 0/1 choice per proposal
4. Send the changes to Amazon Ads — submits the bid / budget / negative keyword updates
5. Record in the execution history — saves which proposal items were applied, when, and on which account, so it can be traced later

📊 Example Output

Proposal prop_8a2c… applied

Item	Count
Applied	9 of 12 (by Proposal item ID)
Skipped (not approved)	3
Applied successfully	9
Failed to apply	0

Keyword	Before	After
amino acid shampoo	¥95	¥78
refill shampoo	¥110	¥88
… (7 more) …

Applied changes can be referenced later in the execution history. If a rollback is needed, please request support.

🔒 Safety guards

• Proposals have a 1-hour expiry; once exceeded they must be regenerated (displayed as “Please approve within 1 hour”)
• The target account must match the account that generated the proposal (rejected if not)
• For partial approval, only the items specified by Proposal item ID are applied; the rest are recorded as “Not pursued this time”
• Applied changes are saved in the execution history so you can review “what was applied when”
• Rollback can be restored from past bid / budget history (request support)

🚦 Execution modes

Phase	Status	Conditions
Phase 1 (current)	One-shot	Available with Picaro connection only
Phase 2 (Q3 2026)	Daily execution available	”Saved prompt” + Slack one-click approval
Phase 3 (Q4 2026)	Auto-execution (approval-flow type)	Bulk approval UI on Slack, bundled into weekly batch
Phase 4 (2027)	Fully automated	Proposal items with ML confidence ≥ 0.85 are auto-approved

👉 What to do next

• Review proposal details — look up Proposal item IDs for partial approval
• Record events and measure impact — log the applied change so you can do Before/After comparisons
• Adjust bids — regenerate a new proposal

❓ Frequently asked questions

Q: I see “Please approve within 1 hour” and cannot apply the proposal. A: The proposal has expired. Re-run the optimization prompt with the same conditions, obtain a new Proposal ID, then approve.

Q: What if I want to apply only 5 of 12 items? A: Use Prompt 3 to list the Proposal item IDs, then pass the 5 IDs you want to apply as {{APPROVED_ITEM_IDS}}. The remaining 7 are recorded as “Not pursued this time”.

---

Prompt 3: Review proposal details

🎯 Purpose

List the contents of each proposal item (current value, recommended value, reasoning) from a Proposal ID, as preparation for partial approval.

📋 When to use

• You lost track of the proposal output within the session
• You want to do partial approval but do not know the Proposal item IDs
• You want to re-check the rationale for the recommended values before applying

📝 Prompt

Show the details of proposal ID {{PROPOSAL_ID}}:
- Proposal item ID
- Current value / Recommended value / Reason for the recommendation
- Target campaign name and ad group name

Placeholders:

Placeholder	Description	Default source
{{PROPOSAL_ID}}	Proposal ID to inspect	Quoted from the most recent proposal output

⚙️ What the AI does

1. Check the expiry — please approve within 1 hour (when expired, suggests regeneration)
   • Why the expiry applies to detail view too: if you review on an outdated basis and then proceed to approval, the situation on Amazon Ads may already have changed
2. Sort by proposal item — campaign → ad group → target
   • Why this order: makes it easy to decide “apply only the items for this campaign” when doing partial approval
3. Translate the recommendation reasoning — adds plain-language explanations like “ACoS 22% > target 15%, hence -18%”
4. Return Proposal item IDs with current and recommended values in a table — at the granularity that can be passed directly to Prompt 2

📊 Example Output

Details for proposal prop_8a2c… (12 items)

Proposal item ID	Campaign	Target	Current	Recommended	Reason
item_001	SP - amino acid shampoo	Keyword “amino acid shampoo”	Bid ¥95	¥78	Actual ACoS 22% > target 15%
item_002	SP - refill shampoo	Keyword “refill shampoo”	Bid ¥110	¥88	Actual ACoS 24% > target 15%
item_003	SP - silicone-free	Keyword “silicone-free shampoo”	Bid ¥80	¥65	Actual ACoS 19% > target 15%
… (9 more) …

To apply only a subset, pass the Proposal item IDs (e.g. item_001, item_003) to Prompt 2. Please approve within 1 hour.

🔒 Safety guards

• Proposals have a 1-hour expiry; once exceeded, even detail view is rejected (“Please approve within 1 hour”)
• Detail view itself applies nothing (read-only)
• Proposal item IDs are valid only within the same Proposal ID and cannot be reused across proposals

🚦 Execution modes

Phase	Status	Conditions
Phase 1 (current)	One-shot	Available with Picaro connection only
Phase 2 (Q3 2026)	Remains one-shot	Detail review supports human judgment, so it stays out of automation scope
Phase 3 (Q4 2026)	Integrated into Slack bulk approval UI	Details are bundled into the approval screen
Phase 4 (2027)	Integrated into UI	Standalone invocation becomes less necessary

👉 What to do next

• Approve a proposal and apply it — review details, then apply in full or partially
• Adjust bids — when you want to regenerate the proposal
• How Picaro differs from other tools — background on the three-stage proposal → approval → application structure

---

Prompt quick reference

What you want to do	Use this prompt
Save decision parameters per account for reuse	Prompt 1
Apply a proposal in full or partially	Prompt 2
Review the contents of a proposal (prep for partial approval)	Prompt 3

Proposal lifecycle

Optimization prompt (bid / budget / negative keyword) generates a proposal
   ↓ obtain Proposal ID (Please approve within 1 hour)
Prompt 3 to review the details (optional)
   ↓
Prompt 2 to apply in full or partially
   ↓
Recorded in execution history
   ↓
[Record events and measure impact](/en/prompts/measure-events/) (optional, for Before/After comparison)

Related categories

• Adjust bids — the side that generates proposals
• Adjust budgets — same
• Add negative keywords — same
• Set monthly KPI targets — pre-register target ACoS to omit it on the rule side
• Record events and measure impact — log the applied changes