Performance marketing agent

A curated roster of 32 workflows covering all 8 core jobs: the best fit for each job, with overlapping versions removed. Start with the Basic essentials and add each level as you grow.

Basic essentials · 9

+5

Check for broken landing pages and URLs

Crawls every final URL in every channel's live ads for errors, redirects, slow loads and missing tracking parameters.

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All channels

Maintenance Basic complexity Revenue growth

+5

Report weekly performance across channels

The performance marketing agent's general report: one view of spend, results and cost per goal across every connected channel, with what changed and why. Affiliate and SEO numbers are optional extras that need a data source you connect.

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All channels

Reporting Basic complexity Pipeline generation Revenue growth

+5

Enforce the monthly budget cap across channels

Reads how close total spend is to the monthly budget cap and flags any pace that would break it, with slowdowns proposed before it does. Roadway already enforces the cap as a guardrail, so this is the read-out and early warning.

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All channels

Budget cap Basic complexity Revenue growth

+5

Find budget-limited winners

A simple weekly check for efficient campaigns that are being held back by their budget on any channel.

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All channels

Scaling Basic complexity Revenue growth

+5

Pause ads during site outages

When your own site, checkout or signup flow goes down, pauses or throttles paid traffic across all channels until it is back.

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All channels

Signal-based Basic complexity Revenue growth Brand protection

+5

Align conversion goals across channels

Checks that every channel optimizes to the same goal definition, so cost per goal comparisons across channels are fair.

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All channels

Cross-channel Basic complexity Revenue growth

+5

Clean up stale campaigns and ads

Archives dead campaigns, ad groups and ads across channels that clutter accounts and confuse automation and reporting.

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All channels

Maintenance Basic complexity Launches

+5

Read out tests and log learnings

After every concluded test on any channel, writes a short readout and logs the learning, so future workflows do not repeat it.

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All channels

Experimentation Basic complexity Revenue growth

+5

Audit naming conventions and UTMs

Keeps campaign names and UTMs consistent on every connected channel so reporting, attribution and cross-channel analysis do not break.

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All channels

Maintenance Basic complexity Launches

Added at Standard · 7

+5

Review post-launch performance

A 30-day review of a launch across channels: what drove adoption or pipeline, what to fold into always-on, and what to stop.

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All channels

Reporting Standard complexity Launches Trial & signup growth

+4

Optimize the trial signup flow for paid traffic

Finds where paid visitors drop out of the signup flow, by channel, and fixes the friction that only paid traffic hits.

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Google Search Ads Microsoft (Bing) Ads YouTube Ads Facebook Ads Instagram Ads LinkedIn Ads Reddit Ads ChatGPT Ads

Optimization Standard complexity Trial & signup growth

+4

Run a launch-day retargeting blitz across channels

For major launches, runs a coordinated 7-14 day push to warm audiences across channels with launch creative, then winds it down.

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Google Search Ads Google Display Ads YouTube Ads Facebook Ads Instagram Ads LinkedIn Ads X Ads Reddit Ads ChatGPT Ads

Signal-based Standard complexity Launches Revenue growth

+5

Share winning creative angles across channels

Turns every channel's creative winners into a shared angle library and pushes the best angles to the channels that have not tried them.

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All channels

Cross-channel Standard complexity Revenue growth

+3

Conquest competitor audiences on social and video

Targets people who follow, engage with or research competitors on social and video platforms, with switch-focused creative.

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Google Display Ads YouTube Ads Facebook Ads Instagram Ads LinkedIn Ads X Ads Reddit Ads

Optimization Standard complexity Competitor conquesting

+2

Clone winning creative to new audiences

When a creative variant beats control, clones it into the next-best audiences and placements on the same channel, with fresh learning budgets and the original kept as the benchmark.

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YouTube Ads Facebook Ads Instagram Ads LinkedIn Ads X Ads Reddit Ads

Scaling Standard complexity Lead generation

+5

Check message consistency across channels

Checks that pricing, offers, launch messaging and claims are consistent and current across every channel's live ads.

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All channels

Cross-channel Standard complexity Launches

Added at Advanced · 6

+5

Adjust bid targets to stay on pace

When pacing ahead of the cap, tightens bid targets before cutting budgets, so the remaining money buys the cheapest results instead of just shrinking delivery.

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All channels

Budget cap Advanced complexity Revenue growth

Raise search bids for YouTube viewers and site visitors

Raises Search bids for people who watched your YouTube ads or visited your site, using the audiences those sources already build, and trims the bids when the gain fades.

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Google Search Ads

Signal-based Advanced complexity Lead generation Revenue growth

+5

Build agents and workflows for a newly connected channel

When a new ad platform is connected, drafts the AI Coworker (goal, funnel, guardrails) and its starter workflows from what already works on your other channels, ready for approval.

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All channels

Cross-channel Advanced complexity Launches

+5

Report blended customer cost and how fast it pays back

Reports what a new customer costs overall and on paid channels, how fast that cost pays back and how it compares with customer value, using CRM and billing data rather than platform conversions.

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All channels

Reporting Advanced complexity Pipeline generation Revenue growth

+1

Sequence search visitors into social retargeting

Builds a cross-channel sequence: high-intent search clickers who did not convert get follow-up proof on Meta and LinkedIn.

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Google Search Ads Microsoft (Bing) Ads Facebook Ads Instagram Ads LinkedIn Ads

Cross-channel Advanced complexity Competitor conquesting Pipeline generation

+2

Bid on predicted long-term value for PLG signups

Sends a simple, rule-based value for each signup (an activated signup is worth the historical activation-to-paid value) so bidding chases people who activate. Uses a predicted value only if you supply a model that has a track record.

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Google Search Ads Microsoft (Bing) Ads YouTube Ads Facebook Ads Instagram Ads LinkedIn Ads

Optimization Advanced complexity Trial & signup growth Pipeline generation

Added at Expert · 6

+5

Detect attribution drift between platforms and Roadway

Alerts when a platform's reported conversions start drifting away from CRM or backend truth, which usually means a tracking or modeling change.

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All channels

Anomaly detection Expert complexity Revenue growth

+5

Roll back changes that hurt results after seven days

Checks every approved change against its measured impact a week later, and rolls back the ones that hurt, so bad changes never become the baseline.

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All channels

Signal-based Expert complexity Revenue growth Lead generation

+1

Detect delivery shifts from platform automation

Detects when platform automation (broad match, Advantage+, optimized targeting, Audience Expansion) quietly shifts spend toward retargeting, existing customers or low-quality inventory.

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Google Search Ads Google Display Ads YouTube Ads Facebook Ads Instagram Ads LinkedIn Ads

Anomaly detection Expert complexity Revenue growth

+5

Forecast budget scenarios before committing spend

Forecasts month-end and next-month results at several budget levels, so cap decisions are made with expected outcomes rather than gut feel.

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All channels

Budget cap Expert complexity Revenue growth

+3

Scale lead volume while holding lead quality

Raises lead volume on the campaigns where extra spend keeps lead quality intact, and stops scaling where volume growth comes from junk leads.

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Google Search Ads Microsoft (Bing) Ads Facebook Ads Instagram Ads LinkedIn Ads X Ads Reddit Ads

Scaling Expert complexity Pipeline generation Lead generation

+1

Orchestrate ABM plays across channels

Moves target accounts through awareness, engagement and opportunity stages, with LinkedIn as the account-level channel and CRM-synced audiences on the other channels, and budgets that adapt to each account's signals.

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Google Search Ads Google Display Ads YouTube Ads Facebook Ads Instagram Ads LinkedIn Ads

Cross-channel Expert complexity Account-based marketing Pipeline generation

Added at Mad Max · 4

+4

Test trial landing pages with a fixed split, then shift traffic to the winner

Tests 2-3 signup landing page variants for paid traffic with a fixed split, waits for enough data, then moves traffic to the winner in measured steps. Needs a page builder MCP like Webflow, Framer or WordPress connected in Roadway.

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Google Search Ads Microsoft (Bing) Ads YouTube Ads Facebook Ads Instagram Ads X Ads Reddit Ads ChatGPT Ads

Experimentation Mad Max complexity Trial & signup growth MCP

+5

Discover new ICP segments from CRM wins with an LLM

Uses an LLM to cluster recent wins in the CRM into new ICP segments, and turns each one into targeting for every channel.

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All channels

Signal-based Mad Max complexity Pipeline generation Account-based marketing

+5

Sense launch demand and scale spend automatically

In the first 14 days of a launch, watches early demand signals (search volume, CTR and conversion rate) and scales the launch campaigns that show real pull in measured steps.

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All channels

Signal-based Mad Max complexity Launches Revenue growth

+5

Run a competitor-move war room across channels

When a competitor launches a product or changes prices, coordinates the response across channels in phases, starting where the overlap is highest.

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All channels

Cross-channel Mad Max complexity Competitor conquesting Launches