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Automate Microsoft (Bing) Ads workflows for PLG companies

Automate Microsoft Bing Ads workflows for PLG companies

Browse 138 Microsoft Bing Ads workflows for PLG companies in the Workflow Automation Library. Each one runs inside a Roadway AI coworker, with changes held for approval. Microsoft Advertising mirrors much of Google Search but with cheaper clicks, LinkedIn profile targeting and an older, B2B-heavy audience, so it rewards imported winners and its own negatives. Pick a workflow, add it to your Roadway agent, and review the first run before anything goes live.

All matching workflows

Adjust budgets across campaigns to maximize brand term impression share
Rebalances Google Search and Microsoft (Bing) budgets and bids so brand campaigns hold your impression share target at the lowest cost, without starving non-brand.
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Optimization
Standard
All business types
Put budget where the next dollar works hardest for Microsoft (Bing) Ads
Finds where extra spend stops paying off for every Microsoft (Bing) campaign and sets budgets where the next dollar works hardest.
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Scaling
Expert
All business types
+4
Test trial landing pages, then move ads to the winner
Drafts 2-3 signup landing page variants for paid traffic, reads the test results once enough data is in, and tells you when and how far to shift traffic to the winner. Needs a page builder MCP such as Webflow, Framer, Lovable or Ploy connected in Roadway.
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Experimentation
Mad Max
SaaS · PLG
Audit conversion signal quality for Microsoft (Bing) Ads
Improves the quality of the conversion data Microsoft (Bing) optimizes on: deduplication, match quality, primary vs secondary actions and values.
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Maintenance
Standard
All business types
Audit negative keyword conflicts for Microsoft (Bing) Ads
Finds Microsoft (Bing) negative keywords that block your own keywords, and gaps where obvious negatives are missing.
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Maintenance
Basic
All 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
+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.
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Optimization
Advanced
SaaS · PLG
+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
Check search impression share headroom
Shows how much more search volume each efficient non-brand campaign could win, from lost impression share due to budget and rank.
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Scaling
Basic
All business types
Check spend caps and unblock delivery for Microsoft (Bing) Ads
Finds the Microsoft (Bing) spend caps, billing holds and limits that are silently blocking delivery, and clears them.
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Maintenance
Basic
All 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
Choose the right bid strategy per campaign for Microsoft (Bing) Ads
Picks the right Microsoft (Bing) bid strategy and target for each campaign based on its conversion volume, maturity and goal.
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Optimization
Advanced
All business types
Conquest competitor customers after acquisitions, shutdowns and sunsets
Watches competitor news for acquisitions, shutdowns and product sunsets, and launches switch campaigns on Search, Bing and LinkedIn for customers who suddenly have a reason to look.
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Signal-based
Expert
4 business types
Detect auction pressure anomalies
Detects sudden auction pressure (CPC jumps, new competitors, overlap spikes) on search, and separates it from internal causes.
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Anomaly detection
Expert
All business types
Detect brand bidding and impersonation for Microsoft (Bing) Ads
Spots competitors, affiliates or scammers bidding on your brand in Microsoft (Bing) and impersonating you in ad copy.
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Anomaly detection
Advanced
All business types
Detect conversion tracking breakage for Microsoft (Bing) Ads
Detects when Microsoft (Bing) conversion tracking breaks or double counts, and protects automated bidding from bad data.
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Anomaly detection
Standard
All business types
Detect invalid traffic and click fraud for Microsoft (Bing) Ads
Finds bot, fraud and accidental click patterns on Microsoft (Bing) and blocks the sources.
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Anomaly detection
Advanced
All business types
Detect lead quality and spam surges for Microsoft (Bing) Ads
Catches sudden drops in Microsoft (Bing) 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 Microsoft (Bing) Ads
Catches Microsoft (Bing) 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
Expand winning campaigns to new geos for Microsoft (Bing) Ads
Takes proven Microsoft (Bing) campaigns into new countries or regions in a controlled way.
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Scaling
Advanced
All business types
Expand winning keywords into new match types and ad groups for Microsoft (Bing) Ads
Turns converting search terms on Microsoft (Bing) Ads into new exact and phrase keywords and tightly themed ad groups, with negatives to avoid overlap.
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Scaling
Advanced
All business types
Fix disapproved ads and policy issues for Microsoft (Bing) Ads
Finds rejected or limited Microsoft (Bing) ads, fixes what is fixable and appeals what was rejected by mistake.
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Maintenance
Basic
All business types
Test and retire ad copy variants automatically for Microsoft (Bing) Ads
Writes new responsive search ad headlines and descriptions from your winning angles, tests each against the current best with a fixed split, and retires the losers once there is enough data.
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Experimentation
Mad Max
All business types
Investigate cost spikes and rebalance for Microsoft (Bing) Ads
When Microsoft (Bing) 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 Microsoft (Bing) Ads
Watches your changelog and launch calendar, and spins up Microsoft (Bing) launch campaigns and copy refreshes for meaningful releases.
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Signal-based
Advanced
All business types
Launch paid campaigns for low-ranking but high-converting SEO / AEO pages
Finds organic pages that convert visitors well but rank low, using rankings from the Semrush or Ahrefs MCP, and launches paid search campaigns to buy the traffic SEO cannot win yet. Add the Peec AI MCP to include pages that AI answers do not cite. Needs the Semrush or Ahrefs MCP connected in Roadway.
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Experimentation
Advanced
All business types
Mine search terms for new keywords and negatives for Microsoft (Bing) Ads
Mines the Microsoft (Bing) search terms report to add winners as keywords and block wasted spend with negatives.
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Optimization
Standard
All business types
Mirror rising search language in ad copy
Spots new phrases rising in your search terms and on-site searches, and works them into headlines and ad groups before competitors catch on.
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Signal-based
Standard
All business types
Move winning keywords to the other search channels
Takes keywords that win on Google Search Ads or Microsoft (Bing) Ads and proposes the same keywords and copy on the other channel.
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Cross-channel
Basic
All business types
Optimize ad schedules for Microsoft (Bing) Ads
Aligns Microsoft (Bing) 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 Microsoft (Bing) Ads
Ad-level decisions for Microsoft (Bing): pause losers, keep winners, rebuild ads with the right concept and the wrong execution.
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Optimization
Standard
All business types
Optimize audience segments for Microsoft (Bing) Ads
Builds and prunes Microsoft (Bing) audience segments (custom, in-market, your data) so budget follows the highest-intent people.
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Optimization
Standard
All business types
Optimize audience targeting for Microsoft (Bing) Ads
Decides which Microsoft (Bing) audiences to expand, narrow, exclude or keep, based on cost per goal and lead quality.
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Optimization
Standard
All business types
+4
Optimize campaigns for activated signups, not raw signups
Re-ranks campaigns, ad sets and keywords by how many signups become active users instead of by raw signups, and shifts bids and budget toward the sources that produce real users.
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Optimization
Standard
SaaS · PLG
Optimize competitor conquest campaigns on search
Runs competitor-term search campaigns efficiently: which competitor terms to bid on, at what price, with what copy and comparison pages.
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Optimization
Standard
All business types
Optimize device and platform bids for Microsoft (Bing) Ads
Adjusts Microsoft (Bing) delivery by device or platform based on where conversions actually happen.
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Optimization
Basic
All business types
Optimize headlines and descriptions for Microsoft (Bing) Ads
Asset-level copy optimization for Microsoft (Bing): replace low performers, add missing angles and keep the strongest lines.
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Optimization
Standard
All business types
Optimize keyword bids and match types for Microsoft (Bing) Ads
Decides, keyword by keyword, whether to pause, keep, re-bid or change match type in Microsoft (Bing) so the whole campaign hits your cost per goal while it scales.
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Optimization
Standard
All business types
Optimize LinkedIn profile targeting for Microsoft (Bing) Ads
Uses Microsoft Advertising's LinkedIn profile targeting (company, industry, job function) as bid signals on search to favor ICP searchers.
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Optimization
Standard
3 business types
Optimize location targeting for Microsoft (Bing) Ads
Shifts Microsoft (Bing) spend toward the regions that convert efficiently and excludes the ones that never do.
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Optimization
Basic
All business types
Optimize partner and Audience Network traffic for Microsoft (Bing) Ads
Cuts the Microsoft (Bing) partner and Audience Network sites that burn budget on low-quality traffic and protects brand safety.
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Optimization
Standard
All business types
+4
Optimize the trial signup flow for paid traffic
Finds where paid visitors drop out of the signup flow, by channel, and fixes the friction that only paid traffic hits.
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Optimization
Standard
SaaS · PLG
Pace daily spend against the budget cap for Microsoft (Bing) Ads
Keeps Microsoft (Bing) 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
+4
Pause signup campaigns when activation drops after a release
Watches activation by signup cohort and release, and pauses paid signup campaigns when a release breaks onboarding, so you do not buy users who cannot succeed.
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Signal-based
Standard
SaaS · PLG
Reallocate budget to winning campaigns for Microsoft (Bing) Ads
Shifts Microsoft (Bing) 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 Microsoft (Bing) Ads
When new reviews, ratings, awards or customer wins land, works the strongest proof into Microsoft (Bing) ads.
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Signal-based
Standard
All business types
Refresh stale retargeting and exclusion audiences for Microsoft (Bing) Ads
Checks Microsoft Advertising remarketing and Customer Match lists 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 brand search impression share
Weekly brand search report: impression share, top-of-page rate, CPC trend and competitor overlap on brand terms on Google and Microsoft.
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Reporting
Standard
All business types
Report competitor auction pressure for Microsoft (Bing) Ads
Reads Microsoft (Bing) auction insights for brand and non-brand campaigns to show which competitors are gaining overlap and outranking you.
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Reporting
Advanced
All business types
Report search intent shifts and new opportunities for Microsoft (Bing) Ads
Turns the Microsoft (Bing) search terms report into intent themes that show where money goes and which new keywords or negatives you need.
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Reporting
Standard
All business types
Report signup-to-activation quality by campaign for Microsoft (Bing) Ads
Grades Microsoft (Bing) campaigns on activated and paying users from product data, not raw signups.
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Reporting
Advanced
SaaS · PLG
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.
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Reporting
Basic
All business types
Respond to competitor pricing changes and launches for Microsoft (Bing) Ads
When a competitor raises prices, removes a plan or changes packaging, updates Microsoft (Bing) conquesting campaigns and copy to capture switchers.
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Signal-based
Expert
All business types
Run a whole-account optimization check for Microsoft (Bing) Ads
An onboarding audit of the whole Microsoft (Bing) 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 Microsoft (Bing) Ads
Runs a small number of Microsoft (Bing) 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 Microsoft (Bing) Ads
Finds the Microsoft (Bing) campaigns 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
+1
Scale pages winning in SEO and AEO into paid campaigns
Spins up paid campaigns on the queries behind your best organic pages, using rankings from the Semrush or Ahrefs MCP, so winners get more than their organic share. Add the Peec AI MCP to include pages that AI answers cite. Needs the Semrush or Ahrefs MCP connected in Roadway.
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Signal-based
Expert
All business types
+4
Scale PLG signups on activation-efficient campaigns
Scales the campaigns that bring in users who activate, not just users who sign up.
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Scaling
Advanced
SaaS · PLG
Scale winning keywords for Microsoft (Bing) Ads
Finds the keywords on Microsoft (Bing) Ads that win on pipeline and cost per goal, then raises their budgets or bid targets a little each run.
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Scaling
Basic
All business types
Scale winning targets and campaigns for Microsoft (Bing) Ads
Finds the Microsoft (Bing) campaigns and keywords that beat your cost per goal and scales them without breaking efficiency.
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Scaling
Standard
All business types
Score search-term relevance with an LLM and add negatives
Uses an LLM to grade every new search term's relevance to the ICP and offer, adding negatives and keywords automatically before wasted spend piles up.
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Optimization
Mad Max
All business types
+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
Ship Reddit Ads community language to Google Search keywords and copy
Mines the Reddit threads and comments where buyers describe their problem, and turns that language into new search keywords and RSA headlines.
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Cross-channel
Advanced
All business types
Ship winning ChatGPT Ads contexts to Google Search keywords and SEO briefs
Uses what converts in ChatGPT ads (situations and questions) to find new search keywords. If the Semrush or Ahrefs MCP is connected, it also checks which situations have no page ranking yet and writes SEO briefs for them. Without it, it skips the briefs.
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Cross-channel
Expert
All business types
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.
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Cross-channel
Standard
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 Microsoft (Bing) Ads
Gradually steps Microsoft (Bing) bid targets up or down to find the point where extra volume still pays back.
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Scaling
Advanced
All business types
Sync negative keywords and brand exclusions from Google Search to Microsoft (Bing) Ads
Keeps Microsoft Advertising negative keyword lists and brand exclusions in sync with Google Ads, so lessons from one search engine protect the other.
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Cross-channel
Basic
All business types
Take over competitor terms when a rival goes dark in auction insights
Reads auction insights daily, and when a competitor drops out, raises bids and budgets on the terms they leave open while the gap lasts.
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Signal-based
Advanced
All business types
Target switchers when competitors get negative reviews
Watches review sites for waves of negative competitor reviews, then turns the themes into 'alternative' search ads written only from your own approved claims.
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Signal-based
Advanced
All business types
Test bid strategies with controlled experiments for Microsoft (Bing) Ads
Uses native split tests to prove whether a different Microsoft (Bing) bid strategy or target actually beats the current one.
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Experimentation
Expert
All business types
Test whether brand search ads add results before defending the results page
Decides how much to spend on brand search by testing whether brand ads are incremental when you already rank first organically and competitors are absent.
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Optimization
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 Microsoft (Bing) Ads
Proposes and runs controlled tests of new Microsoft (Bing) 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 Microsoft (Bing) Ads
Tests which offer (demo, trial, discount, lead magnet, quote) and call to action gets the best qualified results on Microsoft (Bing), one change at a time.
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Experimentation
Standard
All business types
Test target expansion from proven targets for Microsoft (Bing) Ads
Takes proven Microsoft (Bing) targets and tests the adjacent ones (related keywords, broader match types, similar audiences) to find the next layer of scale.
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Experimentation
Advanced
All business types
Trade paid for organic when rankings climb or slip
Tracks organic rank changes by page and query, and lowers non-brand bids where you rank in the top 3, then raises them where rankings slip.
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Signal-based
Advanced
All business types
Up brand campaign budget when impression share dips below target
A daily check that raises Google Search and Microsoft (Bing) brand budgets, and checks for new competitors, in measured steps when brand impression share stays below target.
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Signal-based
Basic
All business types
Up budgets when competitor status pages go down for Microsoft (Bing) Ads
An opt-in workflow that watches competitor status pages and, during a major outage, proposes a surge of Microsoft (Bing) spend on switch-intent audiences with pre-approved copy. Every surge waits for your approval, even if auto-approve is on.
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Signal-based
Expert
4 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
+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
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
+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 launch attribution and adoption
Connects launch campaigns to feature adoption, activation and pipeline in product and CRM data, so launch spend is judged on business impact.
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Reporting
Expert
SaaS · PLG
+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 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
+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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