Optimization performance marketing agent for pipeline generation

A curated roster of 5 workflows covering 4 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 · 1

+5

Check customer and open-opportunity exclusions

A simple check that current customers and open opportunities are excluded from acquisition campaigns on every channel.

View workflow

All channels

Maintenance Basic complexity Account-based marketing Pipeline generation

Added at Standard · 2

+5

Send a weekly opportunity report

Ranks the biggest dollar opportunities across every channel this week (budget-limited winners, wasted spend, expansion and tests to run) so Monday's approval queue starts with what matters.

View workflow

All channels

Reporting Standard complexity Pipeline generation Revenue growth

+2

Suppress upsell ads for accounts with open support issues

Reads support and churn-risk signals by segment and pulls upsell and renewal ads from customers who are having a bad time, then restores them when it clears.

View workflow

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

Signal-based Standard complexity Pipeline generation Brand protection

Added at Advanced · 1

+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.

View workflow

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

Optimization Advanced complexity Trial & signup growth Pipeline generation

Added at Mad Max · 1

+2

Evolve lookalike seeds from pipeline value autonomously

Keeps testing new seed definitions (by value, recency, product and segment) for lookalike and predictive audiences, and promotes the seeds that produce the best customers.

View workflow

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

Optimization Mad Max complexity Pipeline generation Lead generation