Standard performance marketing agent for sales-led B2B companies

A roster of 26 workflows at Standard complexity, covering all 8 core jobs. It includes the core workflows at Basic and Standard, with overlapping versions removed.

Account health and maintenance · 7

+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.

View workflow

All channels

Maintenance Basic complexity Launches

+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

+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.

View workflow

All channels

Maintenance Basic complexity Revenue growth

+5

Check launch campaign readiness

A simple pre-flight check before launch campaigns go live: tracking, URLs, approvals, budgets and end dates.

View workflow

All channels

Maintenance Basic complexity Launches

+5

Clean up stale campaigns and ads

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

View workflow

All channels

Maintenance Basic complexity Launches

+5

Pause expired launch and promo messaging

A simple check for ads still mentioning a launch as "new", an expired promo, or an old price.

View workflow

All channels

Maintenance Basic complexity Launches

+5

Review account hygiene weekly

A weekly digest of account hygiene across all channels. It lists what each maintenance check found, links each finding to the workflow that fixes it, and changes nothing itself.

View workflow

All channels

Maintenance Standard complexity Revenue growth

Reporting · 4

+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.

View workflow

All channels

Reporting Basic complexity Pipeline generation Revenue growth

+5

Snapshot launch-week performance

A simple read on how launch campaigns did in their first 7 days by channel: spend, reach, clicks and goal events.

View workflow

All channels

Reporting Basic complexity Launches

+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.

View workflow

All channels

Reporting Standard complexity Launches Trial & signup growth

+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

Anomaly detection · 1

+5

Send a cross-channel anomaly digest

A daily digest from the performance marketing agent: every spend, tracking, cost and delivery anomaly across channels, ranked by dollar impact.

View workflow

All channels

Anomaly detection Standard complexity Revenue growth

Pacing and budget caps · 3

+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.

View workflow

All channels

Budget cap Basic complexity Revenue growth

+5

Hold the experiment budget guardrail

Keeps the total spend on tests and experiments across all channels within the agreed experiment budget, so exploration never eats the core.

View workflow

All channels

Budget cap Standard complexity Launches

+5

Set lifetime budget caps for promos and launches

Puts hard lifetime caps and end dates on time-boxed promo, launch and surge campaigns, so they cannot keep spending after the moment has passed.

View workflow

All channels

Budget cap Standard complexity Launches Revenue growth

Optimization · 1

+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.

View workflow

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

Optimization Standard complexity Competitor conquesting

Experimentation · 2

+5

Prioritize the experiment backlog

Keeps a ranked backlog of test ideas across channels, ordered by expected effect and the spend at risk, so the next test is the one with the best payoff. You can set your own scores.

View workflow

All channels

Experimentation Basic complexity Revenue growth

+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.

View workflow

All channels

Experimentation Basic complexity Revenue growth

Scaling · 1

+5

Find budget-limited winners

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

View workflow

All channels

Scaling Basic complexity Revenue growth

Signal-based reactions · 2

+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.

View workflow

All channels

Signal-based Basic complexity Revenue growth Brand protection

+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.

View workflow

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

Cross-channel · 5

+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.

View workflow

All channels

Cross-channel Basic complexity Revenue growth

+4

Move winning creatives across social and video channels

Finds creatives that win on one social or video channel, builds resized image versions in Figma, Canva or Runway for the channels where they have not run, generates video cuts in Runway or Google Veo, and queues the launch for your approval. Needs a video MCP such as Runway or Google Veo connected in Roadway.

View workflow

YouTube Ads Facebook Ads Instagram Ads LinkedIn Ads X Ads Reddit Ads TikTok Ads Snapchat Ads

Cross-channel Basic complexity Revenue growth Lead generation MCP

+5

Check message consistency across channels

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

View workflow

All channels

Cross-channel Standard complexity Launches

+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, drafting new stills in Figma, Canva or Runway and new video in Runway or Google Veo. Needs an image MCP such as Figma or Canva, or a video MCP such as Runway or Google Veo, connected in Roadway.

View workflow

All channels

Cross-channel Standard complexity Revenue growth MCP

Ship winning Google Search campaigns, targets and copy to Microsoft (Bing) Ads

Takes proven Google Search keywords, themes and ad copy and rebuilds them as Microsoft (Bing) ads campaigns, targets and creative.

View workflow

Google Search Ads Microsoft (Bing) Ads

Cross-channel Standard complexity Launches