Run your media buying agency with tools built around your process
Build the exact tools your team needs to plan, buy and report. Create media plan builders, IO workflows, budget pacing dashboards, vendor directories, trafficking checklists and client portals — simply by describing how you work.
Start with the basics
Build the tools your media buying team actually needs
Media buying teams juggle briefs, RFPs, rate cards, creative specs, IOs, trafficking, pacing and client reporting — often spread across spreadsheets, emails and shared drives. Small gaps in process lead to missed deadlines, poorly tracked budgets and long reconciliation cycles.
Use YeshBe to build custom apps that mirror your agency’s workflow. Create a structured campaign intake portal, a media planning workspace with versioning and margin calculations, and an IO generator that reflects your vendor terms. Add a trafficking and QA checklist, a flighting calendar, a budget pacing dashboard that reads uploaded spend files, and a client portal for approvals and reports.
Because you design the workflow, your team can standardize naming conventions, automate common calculations, capture approvals with timestamps and keep a single source of truth — without adapting your process to generic software.
- Media planning workspaceBuild plan templates with line items, rates, margins, flighting and version control that match how your team buys.
- Budget pacing & flightingCreate dashboards that compare planned vs actual spend from uploaded files, with calendars, alerts and notes.
- Client & vendor portalsGive clients a secure place for briefs, approvals and reports, and keep vendor details, contacts and rate cards organized.
- Reporting & approvalsDesign reporting templates, capture approvals with timestamps and maintain a changelog for optimizations and reallocations.
Build it yourself
What media buying agencies and professionals build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Campaign intake & brief portal
Collect structured briefs, files and requirements, then manage review and approvals in one place.
PromptCreate a client-facing campaign intake portal for my media buying agency. Include a form that collects: brand, campaign name, objective (awareness, traffic, leads, sales), primary KPI, target audience, geos, budget, flight dates, channels under consideration (search, social, programmatic, CTV, OOH, audio), creative specs and deadlines, landing URLs, UTM parameters, compliance notes, and file uploads. After submission, create an internal dashboard with statuses (New, In Review, Waiting on Client, Approved), assignee, due dates, threaded comments, and activity history. Allow clients to log in to see their requests and respond to questions.
Media plan builder & IO generator
Draft plans with calculations, get client approval, then generate vendor-ready IOs.
PromptBuild a media plan builder for an agency. I need a table of line items with fields: channel, vendor, placement, tactic, audience, geo, flight start/end, rate type (CPM, CPC, CPA, flat), rate, units, expected impressions/clicks/conversions, budget, fee %, margin %, and notes. Auto-calculate totals, net/gross, and margin by line and plan. Add versioning (v1, v2, etc.) and an approval workflow (Draft, Sent to Client, Approved). From an approved plan, generate insertion orders per vendor with line items, dates, budgets and terms, and produce a downloadable IO document. Include an editor for IO terms and conditions.
Budget pacing dashboard & flight calendar
Track planned vs actual spend, pacing status and reallocations with an audit trail.
PromptCreate a budget pacing dashboard. For each campaign, show flight dates on a calendar and daily/weekly pacing vs target. Allow me to upload spend data from CSV files (columns like date, channel, vendor, spend) and map columns. Calculate planned vs actual, percent to goal, and projected end-of-flight spend. Flag lines as Under, On Track, or Over with color codes. Include a notes field and a changelog for budget re-allocations and optimizations.
Client reporting portal
Share cross-channel performance with templates, charts and narratives.
PromptBuild a client reporting portal for media buying. For each client and campaign, let us upload performance data (CSV) and enter narrative insights. Create reusable report templates with KPIs (impressions, reach, CPM, clicks, CTR, CPC, conversions, CPA, ROAS), charts, and tables by channel, tactic and geo. Allow sharing via secure link with role-based permissions and provide a downloadable summary view for each reporting period.
Questions and answers
Common questions about Media Buying Agencies
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. You describe what you want in plain language, refine it step by step, and the app is generated around your workflow.
Can I create a media plan and IO approval process that matches our agency?
Yes. You can define statuses, versioning, required fields, approvers and timestamps, then generate vendor-ready IO documents from approved plans.
How do we handle data from multiple ad platforms?
You can build CSV import templates, map columns, validate data and standardize naming. Store everything in one place for pacing and reporting.
Can clients view briefs, approvals and reports in one portal?
Yes. Build a client portal with role-based access where each client sees only their plans, approvals, files and reports.
Build the app your media buying agencies and professionals business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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