Workflow Automation Library
›
Collections
›
Optimization workflows for lead generation in performance marketing

Optimization workflows for lead generation in performance marketing

Browse 36 optimization workflows for lead generation in the Workflow Automation Library. Each one runs inside a Roadway AI coworker, with changes held for approval. Optimization workflows tune bids, targeting, creative and schedules inside existing campaigns to lower cost per result. Pick a workflow, add it to your Roadway agent, and review the first run before anything goes live.

All matching workflows

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.
View workflow
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.
View workflow
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.
View workflow
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.
View workflow
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.
View workflow
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.
View workflow
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.
View workflow
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.
View workflow
Optimization
Expert
4 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.
View workflow
Optimization
Mad Max
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.
View workflow
Optimization
Basic
All business types
Optimize ad schedules for Snapchat Ads
Aligns Snapchat delivery with the hours and days that actually convert, and with when your team can respond.
View workflow
Optimization
Basic
All business types
Optimize ad schedules for TikTok Ads
Aligns TikTok delivery with the hours and days that actually convert, and with when your team can respond.
View workflow
Optimization
Basic
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.
View workflow
Optimization
Advanced
All business types
Optimize audience targeting for ChatGPT Ads
Decides which ChatGPT audiences to expand, narrow, exclude or keep, based on cost per goal and lead quality.
View workflow
Optimization
Standard
All business types
Optimize audience targeting for Google Display Ads
Decides which Google Display audiences to expand, narrow, exclude or keep, based on cost per goal and lead quality.
View workflow
Optimization
Standard
All business types
Optimize audience targeting for Google Search Ads
Decides which Google Search audiences to expand, narrow, exclude or keep, based on cost per goal and lead quality.
View workflow
Optimization
Standard
All business types
Optimize audience targeting for LinkedIn Ads
Decides which LinkedIn audiences to expand, narrow, exclude or keep, based on cost per goal and lead quality.
View workflow
Optimization
Standard
4 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.
View workflow
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.
View workflow
Optimization
Standard
All business types
Optimize audience targeting for Reddit Ads
Decides which Reddit audiences to expand, narrow, exclude or keep, based on cost per goal and lead quality.
View workflow
Optimization
Standard
All business types
Optimize audience targeting for Snapchat Ads
Decides which Snapchat audiences to expand, narrow, exclude or keep, based on cost per goal and lead quality.
View workflow
Optimization
Standard
All business types
Optimize audience targeting for TikTok Ads
Decides which TikTok audiences to expand, narrow, exclude or keep, based on cost per goal and lead quality.
View workflow
Optimization
Standard
All business types
Optimize audience targeting for X Ads
Decides which X audiences to expand, narrow, exclude or keep, based on cost per goal and lead quality.
View workflow
Optimization
Standard
All business types
Optimize audience targeting for YouTube Ads
Decides which YouTube audiences to expand, narrow, exclude or keep, based on cost per goal and lead quality.
View workflow
Optimization
Standard
All business types
Optimize Collection and Story ad formats for Snapchat Ads
Compares Collection, Story and single Snap Ad formats on your goal metric and shifts spend to the format that wins.
View workflow
Optimization
Advanced
All business types
Optimize conversation ads for LinkedIn Ads
Tunes LinkedIn Conversation Ads (the branching message flows sent to the inbox) so more recipients click through to a qualified action.
View workflow
Optimization
Standard
4 business types
Optimize keyword bids and match types for Google Search Ads
Decides, keyword by keyword, whether to pause, keep, re-bid or change match type in Google Search so the whole campaign hits your cost per goal while it scales.
View workflow
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.
View workflow
Optimization
Standard
All business types
Optimize lead form assets for pipeline quality for Google Search Ads
Makes Google Search lead forms produce qualified leads instead of cheap, junk submissions.
View workflow
Optimization
Advanced
3 business types
Optimize lead forms for pipeline quality for LinkedIn Ads
Makes LinkedIn lead forms produce qualified leads instead of cheap, junk submissions.
View workflow
Optimization
Advanced
3 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.
View workflow
Optimization
Advanced
3 business types
Optimize lead forms for pipeline quality for Reddit Ads
Makes Reddit lead forms produce qualified leads instead of cheap, junk submissions.
View workflow
Optimization
Advanced
3 business types
Optimize lead forms for pipeline quality for Snapchat Ads
Makes Snapchat lead forms produce qualified leads instead of cheap, junk submissions.
View workflow
Optimization
Advanced
3 business types
Optimize lead forms for pipeline quality for TikTok Ads
Makes TikTok lead forms produce qualified leads instead of cheap, junk submissions.
View workflow
Optimization
Advanced
3 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.
View workflow
Optimization
Standard
All business types
Optimize Smart+ campaigns for TikTok Ads
Compares Smart+ with your manual TikTok campaigns and moves spend to the setup that wins on real downstream results.
View workflow
Optimization
Advanced
All business types

Your enterprise-ready
Performance marketing engine.

Something went wrong. Please try again.

You're in—expect an email shortly.