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Automate Instagram Ads workflows for marketplaces

Automate Instagram Ads workflows for marketplaces

Browse 144 Instagram Ads workflows for marketplaces in the Workflow Automation Library. Each one runs inside a Roadway AI coworker, with changes held for approval. Instagram placements reward native-looking Reels and Stories creative, and the agent tracks placement-level cost per goal so feed and Reels spend don't hide each other. Pick a workflow, add it to your Roadway agent, and review the first run before anything goes live.

All matching workflows

Put budget where the next dollar works hardest for Meta Ads
Finds where extra spend stops paying off for every Meta (Facebook & Instagram) campaign and sets budgets where the next dollar works hardest.
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Scaling
Expert
All business types
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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Maintenance
Standard
All 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 predicted new-customer value for ecommerce
Values first orders by predicted 12-month customer value, so bidding pays more for customers likely to come back.
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Optimization
Mad Max
Ecommerce · Marketplace
+1
Boost creators and affiliates whose links already convert
Reads creator and affiliate link performance, and runs partnership ads on the posts already driving signups or sales. Needs affiliate or creator link data from a platform you connect, or it works only from creators already tagged in your ad account.
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Signal-based
Advanced
4 business types
+4
Cap spend where extra spend stops paying for itself
For ecommerce and marketplaces, caps spend where the next dollar stops paying for itself after costs, rather than at a fixed monthly number.
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Budget cap
Expert
Ecommerce · Marketplace
+1
Capture demand when competitors sell out or raise prices
Checks competitor product pages for stockouts and price hikes on each run, and puts budget behind your matching products while they are out or pricier. Needs the Shopify MCP connected in Roadway to confirm your own stock.
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Signal-based
Advanced
Marketplace · Ecommerce
+3
Check brand safety settings
A simple check that brand safety controls are on and match your rules on every channel with third-party or feed inventory.
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Maintenance
Basic
All business types
+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.
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Reporting
Basic
3 business types
+1
Check offline conversion import health
Checks that CRM stages are reaching ad platforms through offline imports and CAPI: on time, matched, and without errors.
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Maintenance
Advanced
4 business types
+2
Check social frequency headroom
A simple check of whether winning social and video audiences have room to scale before frequency gets too high.
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Scaling
Basic
All business types
Check spend caps and unblock delivery for Meta Ads
Finds the Meta (Facebook & Instagram) spend caps, billing holds and limits that are silently blocking delivery, and clears them.
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Maintenance
Basic
All business types
Choose the right bid strategy per campaign for Meta Ads
Picks the right Meta (Facebook & Instagram) bid strategy and target for each campaign based on its conversion volume, maturity and goal.
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Optimization
Advanced
All business types
+2
Clone winning creative to new audiences
When a creative variant beats control, clones it into the next-best audiences and placements on the same channel, with fresh learning budgets and the original kept as the benchmark.
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Scaling
Standard
All business types
+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.
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Optimization
Standard
All business types
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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Anomaly detection
Standard
All business types
+1
Detect delivery shifts from platform automation
Detects when platform automation (broad match, Advantage+, optimized targeting, Audience Expansion) quietly shifts spend toward retargeting, existing customers or low-quality inventory.
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Anomaly detection
Expert
All business types
Detect invalid traffic and click fraud for Meta Ads
Finds bot, fraud and accidental click patterns on Meta (Facebook & Instagram), documents the evidence, and prepares a request for credit. It does not block traffic.
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Anomaly detection
Standard
All business types
Detect lead quality and spam surges for Meta Ads
Catches sudden drops in Meta (Facebook & Instagram) lead quality (spam, bots, out-of-ICP leads) before bidding learns to buy more of them.
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Anomaly detection
Standard
4 business types
Detect spend anomalies for Meta Ads
Catches Meta (Facebook & Instagram) spend spikes and drops against the expected daily pattern before they blow the budget or stall delivery.
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Anomaly detection
Basic
All business types
+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.
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Optimization
Mad Max
All business types
Expand winning campaigns to new geos for Meta Ads
Takes proven Meta (Facebook & Instagram) campaigns into new countries or regions in a controlled way.
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Scaling
Advanced
All business types
Fix disapproved ads and policy issues for Meta Ads
Finds rejected or limited Meta (Facebook & Instagram) ads, fixes what is fixable and appeals what was rejected by mistake.
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Maintenance
Basic
All business types
Flag fatigued creatives before performance drops for Meta Ads
Finds Meta (Facebook & Instagram) ads that are wearing out (rising frequency, falling CTR, rising cost) before they drag down the account.
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Reporting
Standard
All business types
+2
Follow email sends with ads to non-clickers and suppress clickers
Reads your email send calendar, then retargets people in each send segment who did not click within 48 hours and suppresses ads to people who already clicked. Needs your email platform or CRM to sync audiences to the ad platforms.
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Signal-based
Standard
4 business types
Generate, test and retire creative variants autonomously for Meta Ads
A test-and-learn loop for Meta (Facebook & Instagram) ads: build new image variants in Figma, Canva or Runway and new video in Runway or Google Veo from the winning angles, test each against the current best with a fixed split, and retire the losers once there is enough data. Needs an image MCP such as Figma, Canva or Runway, or a video MCP such as Runway or Google Veo, connected in Roadway.
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Experimentation
Mad Max
All business types
Grade campaigns on lead-to-pipeline quality for Meta Ads
Joins Meta (Facebook & Instagram) leads to CRM stages so you can see which campaigns create pipeline, not just form fills.
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Reporting
Standard
3 business types
Investigate cost spikes and rebalance for Meta Ads
When Meta (Facebook & Instagram) cost per goal jumps, breaks the change down into what you pay per click, how many people click and how many convert, and fixes the real cause.
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Anomaly detection
Advanced
All business types
Launch campaigns from product changelog releases for Meta Ads
Watches your changelog and launch calendar, and spins up Meta (Facebook & Instagram) launch campaigns and copy refreshes for meaningful releases.
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Signal-based
Advanced
All business types
+2
Launch demand campaigns in a city once supply reaches a liquidity bar
Watches supply by market, and the moment a new city has enough listings or providers to fill demand, launches demand campaigns there with local targeting.
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Signal-based
Advanced
Marketplace
Measure true ad impact with control-group tests for Meta Ads
Measures how many Meta (Facebook & Instagram) conversions your ads truly drive and recalibrates targets with the result.
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Experimentation
Mad Max
All business types
+4
Mine creative insights across channels with LLM tagging
Tags every ad across channels by angle, hook, format and offer, then finds which creative attributes drive performance across channels.
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Reporting
Expert
All business types
+1
Move ad spend with inventory levels
Reads stock by product from your store, pauses ads for products about to sell out, pushes overstock and restocks, and sends ads for sold-out items to an in-stock alternative. Needs the Shopify MCP connected in Roadway.
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Signal-based
Advanced
Marketplace · Ecommerce
+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.
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Cross-channel
Basic
All business types
Optimize ad schedules for Meta Ads
Aligns Meta (Facebook & Instagram) delivery with the hours and days that actually convert, and with when your team can respond.
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Optimization
Basic
All business types
Optimize ads by pausing losers and rebuilding near-misses for Meta Ads
Ad-level decisions for Meta (Facebook & Instagram): pause losers only when cost per goal says so, keep winners, rebuild ads with the right concept and the wrong execution.
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Optimization
Standard
All business types
Optimize Advantage+ campaigns for Meta Ads
Decides where Meta Advantage+ sales and leads campaigns should replace manual setups, and how to steer them with budgets, exclusions and creative.
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Optimization
Advanced
All business types
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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Optimization
Standard
All business types
Optimize creative concepts and formats for Meta Ads
Finds which hooks, formats and messages win on Meta (Facebook & Instagram), then drafts the next round of images in Figma, Canva or Runway and generates video in Runway or Google Veo. Needs an image MCP such as Figma, Canva or Runway, or a video MCP such as Runway or Google Veo, connected in Roadway.
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Optimization
Standard
All business types
Optimize interest targeting for Meta Ads
Keeps the Meta (Facebook & Instagram) interest targets that drive efficient results and prunes the ones that only add cheap reach.
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Optimization
Standard
All business types
Optimize lead forms for pipeline quality for Meta Ads
Makes Meta (Facebook & Instagram) lead forms produce qualified leads instead of cheap, junk submissions.
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Optimization
Advanced
3 business types
Optimize location targeting for Meta Ads
Shifts Meta (Facebook & Instagram) spend toward the regions that convert efficiently and excludes the ones that never do.
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Optimization
Basic
All business types
Optimize lookalike audiences for Meta Ads
Keeps Meta (Facebook & Instagram) lookalike-style audiences seeded with your best customers and retires the ones that drift.
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Optimization
Advanced
All business types
Optimize partnership (creator) ads for Instagram Ads
Finds the creator posts worth running as partnership ads on Instagram and Facebook, and scales the creators whose content converts.
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Optimization
Advanced
4 business types
Optimize placements for Meta Ads
Cuts the Meta (Facebook & Instagram) placements that burn budget on low-quality inventory and protects brand safety.
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Optimization
Standard
All business types
Optimize Reels-first creative for Instagram Ads
Checks which Instagram ads get Reels and Stories delivery with creative built for feed, then drafts 9:16 image versions in Figma, Canva or Runway and generates video in Runway or Google Veo for ads that need motion. Needs a video MCP such as Runway or Google Veo connected in Roadway.
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Optimization
Standard
All business types
Pace daily spend against the budget cap for Meta Ads
Keeps Meta (Facebook & Instagram) month-to-date spend on the curve that lands exactly at the channel budget, without overspend or a dead last week.
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Budget cap
Basic
All business types
+2
Pace event campaigns to fill capacity 7 days out
Tracks registrations against capacity for every event and scales campaigns so each one is 100% full a week out, then stops spending.
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Signal-based
Mad Max
All business types
+3
Pace lead generation to open sales capacity
Reads open demo slots and lead backlog, then scales lead campaigns up when reps have room and throttles them when leads would sit untouched.
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Signal-based
Advanced
3 business types
+1
Pause promoted posts during a brand crisis on X and Reddit
When negative sentiment spikes (an outage, a pricing backlash, a bad news cycle), pauses or swaps out promoted social posts that would land badly, and restores them when it passes.
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Signal-based
Standard
All business types
Preload budgets for promos and seasonal peaks for Meta Ads
Uses your promo calendar and seasonality to ramp Meta (Facebook & Instagram) budgets, creative and targets before peaks, and roll them back after.
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Signal-based
Standard
3 business types
Promote the best social and news mentions of your brand on Instagram Ads
Scans social and news mentions of your brand, picks the best, and promotes them on Instagram Ads with audiences and budgets ready to approve.
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Signal-based
Advanced
All business types
+1
Pull spend from products and campaigns with high return rates
Watches return and refund rates by product, campaign and audience, and cuts the spend that brings buyers who send things back.
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Signal-based
Advanced
Marketplace · Ecommerce
Reallocate budget to winning campaigns for Meta Ads
Shifts Meta (Facebook & Instagram) budget between campaigns inside the channel, from the ones past their cost guardrail to the ones with headroom, and holds total channel spend flat.
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Scaling
Standard
All business types
Refresh ad copy with new reviews and awards for Meta Ads
When new reviews, ratings, awards or customer wins land, works the strongest proof into Meta (Facebook & Instagram) ads.
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Signal-based
Standard
All business types
Refresh stale retargeting and exclusion audiences for Meta Ads
Checks Meta Custom Audiences (customer lists, website visitors from the pixel and Conversions API, and engagement audiences) for age, size and exclusions, and flags what the team needs to fix in the CRM sync. Roadway never uploads contact data.
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Maintenance
Standard
All business types
Report revenue and new-customer revenue for Meta Ads
Reports Meta (Facebook & Instagram) revenue and new-customer share against your return target and profit margin, not just platform-reported revenue.
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Reporting
Standard
Ecommerce · Marketplace
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.
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Reporting
Basic
All business types
Respond to competitor pricing changes and launches for Meta Ads
When a competitor raises prices, removes a plan or changes packaging, updates Meta (Facebook & Instagram) conquesting campaigns and copy to capture switchers.
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Signal-based
Expert
All business types
Retarget Instagram engagers with Instagram Ads
Turns Instagram profile visits, saves, shares and DMs into retargeting audiences with offers that match the engagement.
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Signal-based
Standard
4 business types
+1
Reweight spend toward products with the best margin
Reads price, cost and shipping changes by product, and moves bids and budgets to what makes profit after costs, not just revenue.
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Signal-based
Advanced
Marketplace · Ecommerce
+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.
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Signal-based
Standard
All business types
Run a whole-account optimization check for Meta Ads
An onboarding audit of the whole Meta (Facebook & Instagram) account: structure, tracking, bidding, targeting and creative, ranked by impact, with the workflow that fixes each issue.
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Optimization
Standard
All business types
Run copy iteration experiments for Meta Ads
Runs a small number of Meta (Facebook & Instagram) copy tests at a time, one variable per test, and promotes a winner only on cost per goal.
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Experimentation
Standard
All business types
Run landing page experiments for Meta Ads
Finds the Meta (Facebook & Instagram) ad sets where the landing page is the problem, drafts a challenger page in your page builder, and lays out a controlled test against the current page. Needs a page builder MCP such as Webflow, Framer, Lovable or Ploy connected in Roadway.
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Experimentation
Advanced
All business types
+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
+1
Scale products whose sales velocity is accelerating
Reads sales and stock by product from your store, finds products selling faster than their ad spend is growing, and scales them while they are hot, inside stock and margin limits. Needs the Shopify MCP connected in Roadway.
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Signal-based
Advanced
Marketplace · Ecommerce
Scale winning creatives for Meta Ads
Finds the creatives on Meta Ads that win on pipeline and cost per goal, then raises their budgets and copies them into fresh audiences.
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Scaling
Basic
All business types
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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Scaling
Standard
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
+1
Sequence search visitors into social retargeting
Builds a cross-channel sequence: high-intent search clickers who did not convert get follow-up proof on Meta and LinkedIn.
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Cross-channel
Advanced
All business types
Shift spend to supply- or demand-constrained markets for Meta Ads
Reads marketplace liquidity by city or category and points Meta (Facebook & Instagram) spend at whichever side (supply or demand) is the bottleneck.
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Signal-based
Expert
Marketplace
Ship winning Google Search campaigns, targets and copy to Meta Ads
Takes proven Google Search keywords, themes and ad copy and rebuilds them as Meta ads campaigns, targets and creative.
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Cross-channel
Advanced
All business types
Ship winning Meta Ads creatives to YouTube Shorts and Demand Gen
Finds the best Meta image concepts and builds Demand Gen image ads from them in Figma, Canva or Runway, then has Runway edit the existing winning Reels into Shorts cuts, and lists them for YouTube upload because Google Ads can only use videos already on YouTube. If Runway is not connected it writes a recut brief instead. Needs a video MCP such as Runway connected in Roadway.
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Cross-channel
Advanced
All business types
+1
Ship winning YouTube Ads videos to Meta Reels, X Ads and Reddit Ads
Picks proven YouTube video ads and generates native cuts for Meta Reels, X and Reddit in Runway or Google Veo, with end cards and caption frames built in Figma, Canva or Runway. Needs a video MCP such as Runway or Google Veo connected in Roadway.
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Cross-channel
Advanced
All business types
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
+2
Spin up landing pages once keyword volume and profitability clear your bar
Drafts a dedicated landing page when a keyword or ad theme's volume and profitability clear your thresholds, then sets up a test against the current page. Needs a page builder MCP such as Webflow, Framer, Lovable or Ploy connected in Roadway.
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Signal-based
Mad Max
All business types
Step up bid targets to scale efficiently for Meta Ads
Gradually steps Meta (Facebook & Instagram) bid targets up or down to find the point where extra volume still pays back.
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Scaling
Advanced
All business types
Test bid strategies with controlled experiments for Meta Ads
Uses native split tests to prove whether a different Meta (Facebook & Instagram) bid strategy or target actually beats the current one.
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Experimentation
Expert
All business types
+1
Test competitor comparison landing pages
Drafts "us vs competitor" and "alternative to" landing pages for competitor-targeted campaigns, then tests them against the generic page. Needs a page builder MCP such as Webflow, Framer, Lovable or Ploy connected in Roadway.
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Experimentation
Advanced
All business types
+3
Test new geos when demand shows up there first
Finds regions where organic, direct and referral demand is climbing before you advertise there, and opens low-budget tests in the best of them.
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Signal-based
Standard
All business types
Test new targeting for Meta Ads
Proposes and runs controlled tests of new Meta (Facebook & Instagram) targeting, so new audiences are found deliberately rather than by accident.
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Experimentation
Standard
All business types
Test offers and CTAs for Meta Ads
Tests which offer (demo, trial, discount, lead magnet, quote) and call to action gets the best qualified results on Meta (Facebook & Instagram), one change at a time.
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Experimentation
Standard
All business types
Test target expansion from proven targets for Meta Ads
Takes proven Meta (Facebook & Instagram) targets and tests the adjacent ones (neighboring interests, lookalikes, Advantage+ audience) to find the next layer of scale.
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Experimentation
Advanced
All business types
+1
Throttle ads by location when service capacity is full
Reads capacity by location (open slots, booked-out rate), and cuts ads where you cannot serve more, then pushes where slots sit empty.
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Signal-based
Standard
Marketplace
+3
Tighten targeting when lead quality drops in the CRM
Reads the share of leads sales qualifies, by campaign, from the CRM, and when quality drops, narrows targeting and shifts budget to what sales actually accepts.
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Signal-based
Advanced
3 business types
+4
Turn recurring objections and pains from sales calls into ads
Reads aggregated themes from sales calls and turns the top pains and objections into ad angles, search ad groups and landing page proof.
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Signal-based
Advanced
3 business types
Up brand defense budget on social and ChatGPT when brand impression share dips
When brand search impression share on Google or Microsoft dips below target (usually a competitor bidding on your name), the Meta, LinkedIn and ChatGPT coworkers raise brand-defense spend on the people being targeted: recent site visitors, high-intent accounts and branded ChatGPT contexts.
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Signal-based
Advanced
All business types
+5
Update ad copy to match the latest partner launches
Watches partner and integration launches and updates copy on every channel (search sitelinks and headlines, LinkedIn and social hooks, ChatGPT context hints) to ride the announcement.
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Signal-based
Advanced
4 business types
+1
Update ad copy when prices, shipping offers or stock change
Reads price, shipping and stock changes from your store, finds live ads that no longer match, and updates the headlines and offers to fix them. Needs the Shopify MCP connected in Roadway.
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Signal-based
Standard
Marketplace · Ecommerce
+5
Watch competitor ad libraries and spin up counter-positioning copy
Monitors competitors in the ad libraries (Google Ads Transparency Center, Meta, LinkedIn, X) and through web search, and drafts counter-positioning copy for every channel when their messaging shifts.
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Signal-based
Expert
All business types

Works across all channels

+5
Adjust bid targets to stay on pace
When pacing ahead of the cap, tightens bid targets before cutting budgets, so the remaining money buys the cheapest results instead of just shrinking delivery.
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Budget cap
Advanced
All business types
+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.
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Cross-channel
Basic
All business types
+5
Allocate budget across channels toward the best next dollar autonomously
Re-fits channel and campaign response curves weekly and moves budget across channels toward the best next dollar in small steps, inside every guardrail.
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Cross-channel
Mad Max
All business types
+5
Audit automation rules and script conflicts
Finds native automated rules, scripts and third-party tools that conflict with Roadway agents (both changing the same budgets or bids).
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Maintenance
Expert
All business types
+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.
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Maintenance
Basic
All business types
+5
Audit server-side tracking coverage
Audits whether every channel has server-side conversion coverage (CAPI, enhanced conversions, offline imports) with good match quality and deduplication.
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Maintenance
Expert
All business types
+5
Auto-remediate anomalies with approved playbooks
Maps each common anomaly type to a pre-approved fix that runs automatically, and escalates only what the playbooks cannot handle.
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Anomaly detection
Mad Max
All business types
+5
Build agents and workflows for a newly connected channel
When a new ad platform is connected, drafts the AI Coworker (goal, funnel, guardrails) and its starter workflows from what already works on your other channels, ready for approval.
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Cross-channel
Advanced
All business types
+5
Check ad platform overcrediting against Roadway attribution
Reconciles what each ad platform claims against CRM or order data, and produces a trust factor per channel for budgeting.
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Reporting
Expert
All business types
+5
Check customer and open-opportunity exclusions
A simple check that current customers and open opportunities are excluded from acquisition campaigns on every channel.
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Maintenance
Basic
4 business types
+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.
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Maintenance
Basic
All business types
+5
Check launch campaign readiness
A simple pre-flight check before launch campaigns go live: tracking, URLs, approvals, budgets and end dates.
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Maintenance
Basic
All business types
+5
Check message consistency across channels
Checks that pricing, offers, launch messaging and claims are consistent and current across every channel's live ads.
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Cross-channel
Standard
All business types
+5
Clean up stale campaigns and ads
Archives dead campaigns, ad groups and ads across channels that clutter accounts and confuse automation and reporting.
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Maintenance
Basic
All business types
+5
Consolidate account structure for faster learning
Finds over-fragmented campaign structures that starve automated bidding of data, and proposes consolidated structures channel by channel.
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Maintenance
Expert
All business types
+5
Detect anomalies against a forecast range
Replaces fixed thresholds with forecast intervals per campaign and metric, so alerts fire only when something is truly unexpected given seasonality and trend.
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Anomaly detection
Mad Max
All business types
+5
Detect attribution drift between platforms and Roadway
Alerts when a platform's reported conversions start drifting away from CRM or backend truth, which usually means a tracking or modeling change.
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Anomaly detection
Expert
All business types
+5
Discover new ICP segments from CRM wins with an LLM
Uses an LLM to cluster recent wins in the CRM into new ICP segments, and turns each one into targeting for every channel.
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Signal-based
Mad Max
All business types
+5
Enforce budget caps by product line or business unit
Splits the monthly cap into product-line or business-unit sub-caps and enforces each one across channels.
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Budget cap
Advanced
All business types
+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.
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Budget cap
Basic
All business types
+5
Find budget-limited winners
A simple weekly check for efficient campaigns that are being held back by their budget on any channel.
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Scaling
Basic
All business types
+5
Forecast and plan launch budgets
Forecasts a launch's paid demand by channel, and sets the launch budget and its cap from comparable past launches.
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Budget cap
Expert
All business types
+5
Forecast budget scenarios before committing spend
Forecasts month-end and next-month results at several budget levels, so cap decisions are made with expected outcomes rather than gut feel.
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Budget cap
Expert
All business types
+5
Forecast month-end outcomes
Forecasts month-end spend, goal volume and cost per goal for each channel with a likely range, and says what to change today to hit plan.
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Reporting
Mad Max
All business types
+5
Fund signal-based surges within the budget cap
When signal-based workflows surge spend (competitor outages, trends, launches), funds the surge by cutting the least efficient spend elsewhere so the cap holds.
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Budget cap
Mad Max
All business types
+5
Hold channel minimum and maximum budget guardrails
Enforces per-channel floors and ceilings, so automation never starves a strategic channel or over-concentrates spend in one platform.
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Budget cap
Advanced
All business types
+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.
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Budget cap
Standard
All business types
+5
Measure the impact of major changes against a comparison group
Measures the true impact of big account changes (a restructure, a bid strategy switch, a new channel) against a comparison group rather than before and after.
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Reporting
Mad Max
All business types
+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.
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Signal-based
Basic
All business types
+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.
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Maintenance
Basic
All business types
+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.
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Experimentation
Basic
All business types
+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.
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Experimentation
Basic
All business types
+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 blended customer cost and how fast it pays back
Reports what a new customer costs overall and on paid channels, how fast that cost pays back and how it compares with customer value, using CRM and billing data rather than platform conversions.
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Reporting
Advanced
All business types
+5
Report true results after adjusting for real ad impact
Restates every channel's cost per goal and return using impact-test results, so budget decisions are based on real results, not attributed ones.
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Reporting
Expert
All business types
+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.
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Reporting
Basic
All business types
+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.
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Reporting
Standard
All business types
+5
Roll back changes that hurt results after seven days
Checks every approved change against its measured impact a week later, and rolls back the ones that hurt, so bad changes never become the baseline.
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Signal-based
Expert
All business types
+5
Run a competitor-move war room across channels
When a competitor launches a product or changes prices, coordinates the response across channels in phases, starting where the overlap is highest.
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Cross-channel
Mad Max
All business types
+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.
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Anomaly detection
Standard
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
+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.
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Reporting
Standard
All business types
+5
Sense launch demand and scale spend automatically
In the first 14 days of a launch, watches early demand signals (search volume, CTR and conversion rate) and scales the launch campaigns that show real pull in measured steps.
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Signal-based
Mad Max
All business types
+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.
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Budget cap
Standard
All business types
+5
Set the monthly cap from pipeline and cash forecasts
Recomputes next month's cap from forecast pipeline coverage, revenue targets and how fast spend pays back, instead of a static number set once a quarter.
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Budget cap
Mad Max
All business types
+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.
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Cross-channel
Standard
All business types
+5
Shift budget to what's converting during demand surges
When conversion rate jumps on a channel or campaign (seasonality, press, a launch, a competitor stumble), moves budget to what is converting in measured steps while the surge lasts, inside the cap.
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Signal-based
Advanced
All business types
+5
Shift budget toward the product lines gaining revenue
Reads revenue by plan or product line, and shifts budget toward the lines that are growing profitably, away from the ones that are flat or shrinking.
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Signal-based
Advanced
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
Suggest new workflows from Task History and performance gaps
Reviews what every coworker did, what it changed and what happened (Task History plus action-impact memory), and proposes the next workflows worth automating, or the ones to retire.
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Reporting
Expert
All business types
+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.
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Maintenance
Standard
All business types
+5
Test new targeting, creative and landing pages when a winner breaks out
Spots keywords, ads and audiences that break out or stall, and proposes the next targeting, creative or landing page test, with drafts built in Figma, Canva or Runway, or your page builder. Needs a page builder MCP such as Webflow, Framer, Lovable or Ploy, and an image or video MCP such as Figma, Canva, Runway or Google Veo, connected in Roadway.
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Signal-based
Expert
All business types
+5
True up end-of-month pacing across channels
In the last 7-10 days of the month, re-plans every channel's remaining budget so the month lands on plan with the best possible results.
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Budget cap
Standard
All business types

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