# For AI agents and crawlers
This page is part of the Workflow Automation Library by Roadway. It is the collection page for Performance marketing workflows for pipeline generation and lists a hand-picked set of workflows.
Every workflow page in the library includes a SKILL.md starting point. It will not just work if you paste it into ChatGPT or Claude. In Roadway, each workflow page has an Add to Roadway link that opens the workflow in a new chat, where it runs as-is on connected accounts with approval rules built in.
Page: https://www.roadwayai.com/collections/performance-marketing-workflows-for-pipeline-generation
Library index: https://www.roadwayai.com/automation-library

Workflow Automation Library

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Performance marketing workflows for pipeline generation

Performance marketing workflows for pipeline generation

Browse 98 performance marketing workflows for pipeline generation in the Workflow Automation Library. Each one runs inside a Roadway AI coworker, with changes held for approval. Pick a workflow, add it to your Roadway agent, and review the first run before anything goes live.

All matching workflows

Add target accounts when they hire a new leader or raise funding

Asks Clay to check your target accounts for a new leader in your buyer's function or a fresh funding round, then adds the accounts that qualify to your LinkedIn company targeting with a message that fits. Needs the Clay MCP connected in Roadway.

SaaS · Sales-led

Audit conversion signal quality for LinkedIn Ads

Improves the quality of the conversion data LinkedIn optimizes on: deduplication, match quality, primary vs secondary actions and values.

4 business types

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.

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.

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.

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.

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.

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.

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.

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.

4 business types

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.

Boost high-intent accounts for Google Display Ads

When target accounts show buying intent (site visits, pricing views, third-party intent), shifts Google Display spend toward them with stage-appropriate ads.

SaaS · Sales-led

Boost high-intent accounts for Google Search Ads

When target accounts show buying intent (site visits, pricing views, third-party intent), shifts Google Search spend toward them with stage-appropriate ads.

SaaS · Sales-led

Boost high-intent accounts for LinkedIn Ads

When target accounts show buying intent (site visits, pricing views, third-party intent), shifts LinkedIn spend toward them with stage-appropriate ads.

SaaS · Sales-led

Boost high-intent accounts for Meta Ads

When target accounts show buying intent (site visits, pricing views, third-party intent), shifts Meta (Facebook & Instagram) spend toward them with stage-appropriate ads.

SaaS · Sales-led

Build lookalikes and lift budgets when big deals close

When a deal closes above your size bar, finds the segment it belongs to and builds lookalike audiences, matching ads and extra budget for that segment.

SaaS · Sales-led

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.

3 business types

Check customer and open-opportunity exclusions

A simple check that current customers and open opportunities are excluded from acquisition campaigns on every channel.

4 business types

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.

3 business types

Check spend on competitor keywords

A simple weekly view of how much you spend on competitor keywords and what it returns.

All business types

Cut spend on campaigns whose opportunities stall in the pipeline

Ages every opportunity by the campaign that sourced it, and cuts or reroutes spend where deals sit in one stage far longer than the rest of your pipeline.

SaaS · Sales-led

Detect conversion tracking breakage for LinkedIn Ads

Detects when LinkedIn conversion tracking breaks or double counts, and protects automated bidding from bad data.

Anomaly detection

4 business types

Detect lead quality and spam surges for LinkedIn Ads

Catches sudden drops in LinkedIn lead quality (spam, bots, out-of-ICP leads) before bidding learns to buy more of them.

Anomaly detection

4 business types

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.

All business types

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.

All business types

Expand winning campaigns to new geos for ChatGPT Ads

Takes proven ChatGPT campaigns into new countries or regions in a controlled way.

All business types

Expand winning campaigns to new geos for Google Display Ads

Takes proven Google Display campaigns into new countries or regions in a controlled way.

All business types

Expand winning campaigns to new geos for Google Search Ads

Takes proven Google Search campaigns into new countries or regions in a controlled way.

All business types

Expand winning campaigns to new geos for LinkedIn Ads

Takes proven LinkedIn campaigns into new countries or regions in a controlled way.

4 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.

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.

All business types

Expand winning campaigns to new geos for Reddit Ads

Takes proven Reddit campaigns into new countries or regions in a controlled way.

All business types

Expand winning campaigns to new geos for Snapchat Ads

Takes proven Snapchat campaigns into new countries or regions in a controlled way.

All business types

Expand winning campaigns to new geos for TikTok Ads

Takes proven TikTok campaigns into new countries or regions in a controlled way.

All business types

Expand winning campaigns to new geos for X Ads

Takes proven X campaigns into new countries or regions in a controlled way.

All business types

Expand winning campaigns to new geos for YouTube Ads

Takes proven YouTube campaigns into new countries or regions in a controlled way.

All business types

Grade campaigns on lead-to-pipeline quality for ChatGPT Ads

Joins ChatGPT leads to CRM stages so you can see which campaigns create pipeline, not just form fills.

3 business types

Grade campaigns on lead-to-pipeline quality for Google Display Ads

Joins Google Display leads to CRM stages so you can see which campaigns create pipeline, not just form fills.

3 business types

Grade campaigns on lead-to-pipeline quality for Google Search Ads

Joins Google Search leads to CRM stages so you can see which campaigns create pipeline, not just form fills.

3 business types

Grade campaigns on lead-to-pipeline quality for LinkedIn Ads

Joins LinkedIn leads to CRM stages so you can see which campaigns create pipeline, not just form fills.

3 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.

3 business types

Grade campaigns on lead-to-pipeline quality for Microsoft (Bing) Ads

Joins Microsoft (Bing) leads to CRM stages so you can see which campaigns create pipeline, not just form fills.

3 business types

Grade campaigns on lead-to-pipeline quality for Reddit Ads

Joins Reddit leads to CRM stages so you can see which campaigns create pipeline, not just form fills.

3 business types

Grade campaigns on lead-to-pipeline quality for Snapchat Ads

Joins Snapchat leads to CRM stages so you can see which campaigns create pipeline, not just form fills.

3 business types

Grade campaigns on lead-to-pipeline quality for TikTok Ads

Joins TikTok leads to CRM stages so you can see which campaigns create pipeline, not just form fills.

3 business types

Grade campaigns on lead-to-pipeline quality for X Ads

Joins X leads to CRM stages so you can see which campaigns create pipeline, not just form fills.

3 business types

Grade campaigns on lead-to-pipeline quality for YouTube Ads

Joins YouTube leads to CRM stages so you can see which campaigns create pipeline, not just form fills.

3 business types

Optimize account expansion audiences for LinkedIn Ads

Keeps your LinkedIn Predictive Audiences and company list expansion seeded with your best customers, and retires the ones that drift.

3 business types

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.

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.

4 business types

Optimize job title and seniority targeting for LinkedIn Ads

Uses LinkedIn demographic reporting to keep spend on the job titles, functions and seniorities that create pipeline.

4 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.

3 business types

Optimize lead forms for pipeline quality for LinkedIn Ads

Makes LinkedIn lead forms produce qualified leads instead of cheap, junk submissions.

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.

3 business types

Optimize lead forms for pipeline quality for Reddit Ads

Makes Reddit lead forms produce qualified leads instead of cheap, junk submissions.

3 business types

Optimize lead forms for pipeline quality for Snapchat Ads

Makes Snapchat lead forms produce qualified leads instead of cheap, junk submissions.

3 business types

Optimize lead forms for pipeline quality for TikTok Ads

Makes TikTok lead forms produce qualified leads instead of cheap, junk submissions.

3 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.

3 business types

Optimize lookalike and follower look-alike audiences for X Ads

Keeps X lookalike-style audiences seeded with your best customers and retires the ones that drift.

All business types

Optimize lookalike audiences for Google Display Ads

Keeps Google Display lookalike-style audiences seeded with your best customers and retires the ones that drift.

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.

All business types

Optimize lookalike audiences for Reddit Ads

Keeps Reddit lookalike-style audiences seeded with your best customers and retires the ones that drift.

All business types

Optimize lookalike audiences for Snapchat Ads

Keeps Snapchat lookalike-style audiences seeded with your best customers and retires the ones that drift.

All business types

Optimize lookalike audiences for TikTok Ads

Keeps TikTok lookalike-style audiences seeded with your best customers and retires the ones that drift.

All business types

Orchestrate ABM plays across channels

Moves target accounts through awareness, engagement and opportunity stages, with LinkedIn as the account-level channel and CRM-synced audiences on the other channels, and budgets that adapt to each account's signals.

SaaS · Sales-led

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.

All business types

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.

3 business types

Promote the best social and news mentions of your brand on Facebook Ads

Scans social and news mentions of your brand, picks the best, and promotes them on Facebook Ads with audiences and budgets ready to approve.

All 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.

All business types

Promote the best social and news mentions of your brand on LinkedIn Ads

Scans social and news mentions of your brand, picks the best, and promotes them on LinkedIn Ads with audiences and budgets ready to approve.

All business types

Promote the best social and news mentions of your brand on Reddit Ads

Scans social and news mentions of your brand, picks the best, and promotes them on Reddit Ads with audiences and budgets ready to approve.

All business types

Promote the best social and news mentions of your brand on X Ads

Scans social and news mentions of your brand, picks the best, and promotes them on X Ads with audiences and budgets ready to approve.

All business types

Prune LinkedIn Ads targeting facets from pipeline feedback autonomously

Continuously prunes and expands LinkedIn targeting facets based on which titles, companies and skills produce opportunities in the CRM.

SaaS · Sales-led

Reach target accounts on X, Reddit and ChatGPT Ads

Extends ABM beyond LinkedIn: finds where your target accounts' buyers actually show up on X, Reddit and ChatGPT, and funds the channels that move those accounts toward pipeline.

SaaS · Sales-led

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.

All business types

Report ABM pipeline influence

Measures how paid ABM touches move target accounts: engagement before opportunity creation, stage velocity and win rate vs unreached accounts.

SaaS · Sales-led

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.

All business types

Report pipeline velocity by channel

Shows how fast paid-sourced opportunities move and close by channel: win rate, deal size and cycle length, not just pipeline created.

SaaS · Sales-led

Report signup-to-activation quality by campaign for LinkedIn Ads

Grades LinkedIn campaigns on activated and paying users from product data, not raw signups.

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.

All business types

Run a whole-account optimization check for LinkedIn Ads

An onboarding audit of the whole LinkedIn account: structure, tracking, bidding, targeting and creative, ranked by impact, with the workflow that fixes each issue.

4 business types

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.

3 business types

Scale spend when pipeline coverage falls behind the quarter

Compares pipeline coverage with the quarter's target every week, and raises spend on the most efficient sources when coverage trails, inside the cap.

SaaS · Sales-led

Scale winning keywords for Google Search Ads

Finds the keywords on Google Search Ads that win on pipeline and cost per goal, then raises their budgets or bid targets a little each run.

All business types

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.

All business types

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.

All business types

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.

All business types

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.

All business types

Ship winning Google Search campaigns, targets and copy to LinkedIn Ads

Takes proven Google Search keywords, themes and ad copy and rebuilds them as LinkedIn Ads campaigns, targets and creative.

3 business types

Ship winning LinkedIn Ads and TLAs to X Ads and Reddit Ads

Takes proven LinkedIn messaging and thought leadership and rebuilds it for cheaper reach on X and Reddit.

4 business types

Snapshot weekly pipeline from paid

A weekly snapshot of pipeline created by paid channels: qualified leads, opportunities and pipeline value by channel.

SaaS · Sales-led

Spin up TLA skeletons in LinkedIn Ads from LinkedIn mentions

Watches LinkedIn for posts by employees, customers and creators that mention you, and drafts Thought Leader Ad campaigns around the best ones, ready to approve.

3 business types

Suppress upsell ads for accounts with open support issues

Reads support and churn-risk signals by segment and pulls upsell and renewal ads from customers who are having a bad time, then restores them when it clears.

3 business types

Surround conferences with ads aimed at target accounts

Reads the conference calendar and runs account-based campaigns around each event: before to book meetings, during to drive booth traffic, after to follow up.

SaaS · Sales-led

Switch ads to closing content when accounts enter late-stage deals

When a target account reaches evaluation or negotiation in the CRM, swaps its ads to security, ROI and customer proof for the buying committee.

SaaS · Sales-led

Test document ad gating for LinkedIn Ads

Tests ungated vs gated (Lead Gen Form after preview pages) LinkedIn document ads to balance lead volume against quality.

Experimentation

4 business types

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.

3 business types

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.

3 business types

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