Facebook Ads agent for account-based marketing

A roster of 10 workflows covering 5 of the 8 core jobs, with the core Facebook Ads workflows at every level and overlapping versions removed. Start with the Basic essentials and add each level as you grow.

Basic essentials · 1

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Check target account list match rates

A simple check of how much of the target account and contact lists each platform actually matched.

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

Maintenance Basic complexity Account-based marketing

Added at Standard · 4

Audit conversion signal quality for Meta Ads

Improves the quality of the conversion data Meta (Facebook & Instagram) optimizes on: deduplication, match quality, primary vs secondary actions and values.

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Facebook Ads Instagram Ads

Maintenance Standard complexity Revenue growth

Detect conversion tracking breakage for Meta Ads

Detects when Meta (Facebook & Instagram) conversion tracking breaks or double counts, and protects automated bidding from bad data.

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Facebook Ads Instagram Ads

Anomaly detection Standard complexity Revenue growth

Optimize audience targeting for Meta Ads

Decides which Meta (Facebook & Instagram) audiences to expand, narrow, exclude or keep, based on cost per goal and lead quality.

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Facebook Ads Instagram Ads

Optimization Standard complexity Lead generation

Scale winning targets and campaigns for Meta Ads

Finds the Meta (Facebook & Instagram) campaigns and audiences (Advantage+ audience suggestions, custom audiences, lookalikes, interests and detailed targeting) that beat your cost per goal and scales them without breaking efficiency.

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Facebook Ads Instagram Ads

Scaling Standard complexity Brand protection

Added at Advanced · 2

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Surround conferences with ads aimed at target accounts

Reads the conference calendar and runs account-based campaigns around each event: before to book meetings, during to drive booth traffic, after to follow up.

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Google Search Ads Facebook Ads LinkedIn Ads X Ads Reddit Ads

Signal-based Advanced complexity Account-based marketing Pipeline generation

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Switch ads to closing content when accounts enter late-stage deals

When a target account reaches evaluation or negotiation in the CRM, swaps its ads to security, ROI and customer proof for the buying committee.

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Google Display Ads YouTube Ads Facebook Ads Instagram Ads LinkedIn Ads

Signal-based Advanced complexity Account-based marketing Pipeline generation

Added at Expert · 3

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Add target accounts when they hire a new leader or raise funding

Asks Clay to check your target accounts for a new leader in your buyer's function or a fresh funding round, then adds the accounts that qualify to your LinkedIn company targeting with a message that fits. Needs the Clay MCP connected in Roadway.

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Google Search Ads Google Display Ads Facebook Ads LinkedIn Ads X Ads

Signal-based Expert complexity Account-based marketing Pipeline generation MCP

Boost high-intent accounts for Meta Ads

When target accounts show buying intent (site visits, pricing views, third-party intent), shifts Meta (Facebook & Instagram) spend toward them with stage-appropriate ads.

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Facebook Ads Instagram Ads

Signal-based Expert complexity Account-based marketing Pipeline generation

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Build lookalikes and lift budgets when big deals close

When a deal closes above your size bar, finds the segment it belongs to and builds lookalike audiences, matching ads and extra budget for that segment.

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Google Search Ads Facebook Ads Instagram Ads LinkedIn Ads X Ads Reddit Ads

Signal-based Expert complexity Pipeline generation Account-based marketing