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Basic reporting workflows for performance marketing

Basic reporting workflows for performance marketing

Browse 21 basic reporting workflows for performance marketing in the Workflow Automation Library. Each one runs inside a Roadway AI coworker, with changes held for approval. Reporting workflows turn raw platform data into a short readout of what changed, why, and the next actions worth taking. Pick a workflow, add it to your Roadway agent, and review the first run before anything goes live.

All matching workflows

+3
Check daily lead volume and quality
A simple weekly check of lead count, cost per lead and the share of leads sales accepted, by channel and campaign.
View workflow
Reporting
Basic
3 business types
Check spend on competitor keywords
A simple weekly view of how much you spend on competitor keywords and what it returns.
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Reporting
Basic
All business types
Report target account reach and engagement
Shows how much of the target account list paid campaigns are reaching and engaging, by account tier.
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Reporting
Basic
SaaS · Sales-led
+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
Reporting
Basic
All business types
Report weekly performance and next actions for ChatGPT Ads
A weekly ChatGPT readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
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Reporting
Basic
All business types
Report weekly performance and next actions for Google Display Ads
A weekly Google Display readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
Reporting
Basic
All business types
Report weekly performance and next actions for Google Search Ads
A weekly Google Search readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
Reporting
Basic
All business types
Report weekly performance and next actions for LinkedIn Ads
A weekly LinkedIn readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
Reporting
Basic
4 business types
Report weekly performance and next actions for Meta Ads
A weekly Meta (Facebook & Instagram) readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
Reporting
Basic
All business types
Report weekly performance and next actions for Microsoft (Bing) Ads
A weekly Microsoft (Bing) readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
Reporting
Basic
All business types
Report weekly performance and next actions for Reddit Ads
A weekly Reddit readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
Reporting
Basic
All business types
Report weekly performance and next actions for Snapchat Ads
A weekly Snapchat readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
Reporting
Basic
All business types
Report weekly performance and next actions for TikTok Ads
A weekly TikTok readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
Reporting
Basic
All business types
Report weekly performance and next actions for X Ads
A weekly X readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
Reporting
Basic
All business types
Report weekly performance and next actions for YouTube Ads
A weekly YouTube readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
Reporting
Basic
All business types
+5
Send a daily performance digest across channels
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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Reporting
Basic
All business types
+4
Send a daily revenue and return digest
A simple daily check of yesterday's ad spend, revenue and return by channel against target, for ecommerce teams.
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Reporting
Basic
Ecommerce · Marketplace
+5
Send a daily signup and activation digest
A simple daily check of paid signups and what each costs by channel, plus yesterday's activations, for PLG teams.
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Reporting
Basic
SaaS · PLG
Snapshot competitor ads from ad libraries
A simple weekly snapshot of what competitors are currently running in the public ad libraries.
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Reporting
Basic
All business types
+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.
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Reporting
Basic
All business types
+5
Snapshot weekly pipeline from paid
A weekly snapshot of pipeline created by paid channels: qualified leads, opportunities and pipeline value by channel.
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Reporting
Basic
SaaS · Sales-led

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