Workflow Automation Library
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Basic reporting performance marketing agent

Basic reporting performance marketing agent

A report agent that coordinates workflows across your connected ad channels. It handles report inside the Workflow Automation Library.

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Workflows by category

A curated roster of 5 workflows covering 1 of the 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 · 5

+5
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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+5
A simple read on how launch campaigns did in their first 7 days by channel: spend, reach, clicks and goal events.
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+3
A simple weekly check of lead count, cost per lead and the share of leads sales accepted, by channel and campaign.
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Shows how much of the target account list paid campaigns are reaching and engaging, by account tier.
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+5
A short morning digest of yesterday vs. normal on spend, attributed conversions and cost per new customer for every channel, with anything off-pace or broken called out first.
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