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Expert performance marketing workflows for pipeline generation

Expert performance marketing workflows for pipeline generation

Browse 20 expert workflows for pipeline generation in the Workflow Automation Library. Each one runs inside a Roadway AI coworker, with changes held for approval. Pick a workflow, add it to your Roadway agent, and review the first run before anything goes live.

All matching workflows

+1
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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Signal-based
Expert
SaaS · Sales-led
Bid on pipeline value from CRM data for Google Display Ads
Moves Google Display from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
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Optimization
Expert
4 business types
Bid on pipeline value from CRM data for Google Search Ads
Moves Google Search from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
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Optimization
Expert
4 business types
Bid on pipeline value from CRM data for LinkedIn Ads
Sends CRM pipeline and revenue values back to LinkedIn so results are measured on value, and recommends the switch to value-based bidding for a person to make in Campaign Manager once there is enough valued data.
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Optimization
Expert
4 business types
Bid on pipeline value from CRM data for Meta Ads
Moves Meta (Facebook & Instagram) from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
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Optimization
Expert
4 business types
Bid on pipeline value from CRM data for Microsoft (Bing) Ads
Moves Microsoft (Bing) from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
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Optimization
Expert
4 business types
Bid on pipeline value from CRM data for Snapchat Ads
Moves Snapchat from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
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Optimization
Expert
4 business types
Bid on pipeline value from CRM data for TikTok Ads
Moves TikTok from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
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Optimization
Expert
4 business types
Bid on pipeline value from CRM data for YouTube Ads
Moves YouTube from optimizing to lead volume to optimizing to predicted pipeline or revenue value, using CRM and order data.
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Optimization
Expert
4 business types
Boost high-intent accounts for Google Display Ads
When target accounts show buying intent (site visits, pricing views, third-party intent), shifts Google Display spend toward them with stage-appropriate ads.
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Signal-based
Expert
SaaS · Sales-led
Boost high-intent accounts for Google Search Ads
When target accounts show buying intent (site visits, pricing views, third-party intent), shifts Google Search spend toward them with stage-appropriate ads.
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Signal-based
Expert
SaaS · Sales-led
Boost high-intent accounts for LinkedIn Ads
When target accounts show buying intent (site visits, pricing views, third-party intent), shifts LinkedIn spend toward them with stage-appropriate ads.
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Signal-based
Expert
SaaS · Sales-led
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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Signal-based
Expert
SaaS · Sales-led
+2
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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Signal-based
Expert
SaaS · Sales-led
+5
Cap spend by how fast it pays back
For SaaS, sets channel spend limits from how fast each channel pays back its cost rather than a flat budget: channels that pay back fast earn more room.
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Budget cap
Expert
3 business types
+1
Orchestrate ABM plays across channels
Moves target accounts through awareness, engagement and opportunity stages, with LinkedIn as the account-level channel and CRM-synced audiences on the other channels, and budgets that adapt to each account's signals.
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Cross-channel
Expert
SaaS · Sales-led
+5
Reallocate budget across channels
The performance marketing agent's weekly budget rebalance across every connected channel, based on where the next dollar works hardest and pipeline quality.
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Cross-channel
Expert
All business types
+5
Report pipeline velocity by channel
Shows how fast paid-sourced opportunities move and close by channel: win rate, deal size and cycle length, not just pipeline created.
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Reporting
Expert
SaaS · Sales-led
+3
Scale lead volume while holding lead quality
Raises lead volume on the campaigns where extra spend keeps lead quality intact, and stops scaling where volume growth comes from junk leads.
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Scaling
Expert
3 business types
Spin up TLA skeletons in LinkedIn Ads from LinkedIn mentions
Watches LinkedIn for posts by employees, customers and creators that mention you, and drafts Thought Leader Ad campaigns around the best ones, ready to approve.
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Signal-based
Expert
3 business types

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