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Reporting workflows for performance marketing teams

Reporting workflows for performance marketing teams

Browse 80 reporting workflows for performance marketing teams in the Workflow Automation Library. Each one runs inside a Roadway AI coworker, with changes held for approval by default. Reporting workflows turn raw platform data into a short readout of what changed, why, and the next actions worth taking. Pick a workflow, add it to your Roadway agent, and review the first run before anything goes live.

All matching workflows

+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.
View workflow
Reporting
Expert
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.
View workflow
Reporting
Basic
3 business types
Check spend on competitor keywords
A simple weekly view of how much you spend on competitor keywords and what it returns.
View workflow
Reporting
Basic
All business types
Flag fatigued creatives before performance drops for Google Display Ads
Finds Google Display ads that are wearing out (rising frequency, falling CTR, rising cost) before they drag down the account.
View workflow
Reporting
Standard
All business types
Flag fatigued creatives before performance drops for LinkedIn Ads
Finds LinkedIn ads that are wearing out (rising frequency, falling CTR, rising cost) before they drag down the account.
View workflow
Reporting
Standard
4 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.
View workflow
Reporting
Standard
All business types
Flag fatigued creatives before performance drops for Reddit Ads
Finds Reddit ads that are wearing out (rising frequency, falling CTR, rising cost) before they drag down the account.
View workflow
Reporting
Standard
All business types
Flag fatigued creatives before performance drops for Snapchat Ads
Finds Snapchat ads that are wearing out (rising frequency, falling CTR, rising cost) before they drag down the account.
View workflow
Reporting
Standard
All business types
Flag fatigued creatives before performance drops for TikTok Ads
Finds TikTok ads that are wearing out (rising frequency, falling CTR, rising cost) before they drag down the account.
View workflow
Reporting
Standard
All business types
Flag fatigued creatives before performance drops for X Ads
Finds X ads that are wearing out (rising frequency, falling CTR, rising cost) before they drag down the account.
View workflow
Reporting
Standard
All business types
Flag fatigued creatives before performance drops for YouTube Ads
Finds YouTube ads that are wearing out (rising frequency, falling CTR, rising cost) before they drag down the account.
View workflow
Reporting
Standard
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.
View workflow
Reporting
Mad Max
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.
View workflow
Reporting
Standard
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.
View workflow
Reporting
Standard
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.
View workflow
Reporting
Standard
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.
View workflow
Reporting
Standard
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.
View workflow
Reporting
Standard
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.
View workflow
Reporting
Standard
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.
View workflow
Reporting
Standard
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.
View workflow
Reporting
Standard
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.
View workflow
Reporting
Standard
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.
View workflow
Reporting
Standard
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.
View workflow
Reporting
Standard
3 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.
View workflow
Reporting
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.
View workflow
Reporting
Expert
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.
View workflow
Reporting
Advanced
SaaS · Sales-led
+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.
View workflow
Reporting
Advanced
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.
View workflow
Reporting
Standard
All business types
Report buying committee engagement on LinkedIn Ads
Shows which roles inside target accounts are engaging with LinkedIn ads, so you know whether you are reaching the whole buying committee.
View workflow
Reporting
Standard
SaaS · Sales-led
Report competitor auction pressure for Google Search Ads
Reads Google Search auction insights for brand and non-brand campaigns to show which competitors are gaining overlap and outranking you.
View workflow
Reporting
Advanced
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.
View workflow
Reporting
Advanced
All business types
Report conversation-context shifts and new opportunities for ChatGPT Ads
Summarizes which conversation contexts trigger your ChatGPT sponsored cards and which ones convert, so you can tune context hints.
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Reporting
Standard
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.
View workflow
Reporting
Expert
SaaS · PLG
+5
Report pipeline velocity by channel
Shows how fast paid-sourced opportunities move and close by channel: win rate, deal size and cycle length, not just pipeline created.
View workflow
Reporting
Expert
SaaS · Sales-led
Report revenue and new-customer revenue for ChatGPT Ads
Reports ChatGPT revenue and new-customer share against your return target and profit margin, not just platform-reported revenue.
View workflow
Reporting
Standard
Ecommerce · Marketplace
Report revenue and new-customer revenue for Google Display Ads
Reports Google Display revenue and new-customer share against your return target and profit margin, not just platform-reported revenue.
View workflow
Reporting
Standard
Ecommerce · Marketplace
Report revenue and new-customer revenue for Google Search Ads
Reports Google Search revenue and new-customer share against your return target and profit margin, not just platform-reported revenue.
View workflow
Reporting
Standard
Ecommerce · Marketplace
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.
View workflow
Reporting
Standard
Ecommerce · Marketplace
Report revenue and new-customer revenue for Microsoft (Bing) Ads
Reports Microsoft (Bing) revenue and new-customer share against your return target and profit margin, not just platform-reported revenue.
View workflow
Reporting
Standard
Ecommerce · Marketplace
Report revenue and new-customer revenue for Reddit Ads
Reports Reddit revenue and new-customer share against your return target and profit margin, not just platform-reported revenue.
View workflow
Reporting
Standard
Ecommerce · Marketplace
Report revenue and new-customer revenue for Snapchat Ads
Reports Snapchat revenue and new-customer share against your return target and profit margin, not just platform-reported revenue.
View workflow
Reporting
Standard
Ecommerce · Marketplace
Report revenue and new-customer revenue for TikTok Ads
Reports TikTok revenue and new-customer share against your return target and profit margin, not just platform-reported revenue.
View workflow
Reporting
Standard
Ecommerce · Marketplace
Report revenue and new-customer revenue for X Ads
Reports X revenue and new-customer share against your return target and profit margin, not just platform-reported revenue.
View workflow
Reporting
Standard
Ecommerce · Marketplace
Report revenue and new-customer revenue for YouTube Ads
Reports YouTube revenue and new-customer share against your return target and profit margin, not just platform-reported revenue.
View workflow
Reporting
Standard
Ecommerce · Marketplace
Report search intent shifts and new opportunities for Google Search Ads
Turns the Google Search search terms report into intent themes that show where money goes and which new keywords or negatives you need.
View workflow
Reporting
Standard
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.
View workflow
Reporting
Standard
All business types
Report signup-to-activation quality by campaign for ChatGPT Ads
Grades ChatGPT campaigns on activated and paying users from product data, not raw signups.
View workflow
Reporting
Advanced
SaaS · PLG
Report signup-to-activation quality by campaign for Google Display Ads
Grades Google Display campaigns on activated and paying users from product data, not raw signups.
View workflow
Reporting
Advanced
SaaS · PLG
Report signup-to-activation quality by campaign for Google Search Ads
Grades Google Search campaigns on activated and paying users from product data, not raw signups.
View workflow
Reporting
Advanced
SaaS · PLG
Report signup-to-activation quality by campaign for LinkedIn Ads
Grades LinkedIn campaigns on activated and paying users from product data, not raw signups.
View workflow
Reporting
Advanced
SaaS · PLG
Report signup-to-activation quality by campaign for Meta Ads
Grades Meta (Facebook & Instagram) campaigns on activated and paying users from product data, not raw signups.
View workflow
Reporting
Advanced
SaaS · PLG
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.
View workflow
Reporting
Advanced
SaaS · PLG
Report signup-to-activation quality by campaign for Reddit Ads
Grades Reddit campaigns on activated and paying users from product data, not raw signups.
View workflow
Reporting
Advanced
SaaS · PLG
Report signup-to-activation quality by campaign for Snapchat Ads
Grades Snapchat campaigns on activated and paying users from product data, not raw signups.
View workflow
Reporting
Advanced
SaaS · PLG
Report signup-to-activation quality by campaign for TikTok Ads
Grades TikTok campaigns on activated and paying users from product data, not raw signups.
View workflow
Reporting
Advanced
SaaS · PLG
Report signup-to-activation quality by campaign for X Ads
Grades X campaigns on activated and paying users from product data, not raw signups.
View workflow
Reporting
Advanced
SaaS · PLG
Report signup-to-activation quality by campaign for YouTube Ads
Grades YouTube campaigns on activated and paying users from product data, not raw signups.
View workflow
Reporting
Advanced
SaaS · PLG
Report target account reach and engagement
Shows how much of the target account list paid campaigns are reaching and engaging, by account tier.
View workflow
Reporting
Basic
SaaS · Sales-led
+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.
View workflow
Reporting
Basic
All business types
Report weekly performance and next actions for ChatGPT Ads
A weekly ChatGPT readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
Reporting
Basic
All business types
Report weekly performance and next actions for Google Display Ads
A weekly Google Display readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
Reporting
Basic
All business types
Report weekly performance and next actions for Google Search Ads
A weekly Google Search readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
Reporting
Basic
All business types
Report weekly performance and next actions for LinkedIn Ads
A weekly LinkedIn readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
Reporting
Basic
4 business types
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.
View workflow
Reporting
Basic
All business types
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.
View workflow
Reporting
Basic
All business types
Report weekly performance and next actions for Reddit Ads
A weekly Reddit readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
Reporting
Basic
All business types
Report weekly performance and next actions for Snapchat Ads
A weekly Snapchat readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
Reporting
Basic
All business types
Report weekly performance and next actions for TikTok Ads
A weekly TikTok readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
Reporting
Basic
All business types
Report weekly performance and next actions for X Ads
A weekly X readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
Reporting
Basic
All business types
Report weekly performance and next actions for YouTube Ads
A weekly YouTube readout of spend, conversion volume and cost per goal against baseline, with the three campaigns that moved the number most.
View workflow
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.
View workflow
Reporting
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.
View workflow
Reporting
Basic
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.
View workflow
Reporting
Basic
Ecommerce · Marketplace
+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.
View workflow
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.
View workflow
Reporting
Standard
All business types
Snapshot competitor ads from ad libraries
A simple weekly snapshot of what competitors are currently running in the public ad libraries.
View workflow
Reporting
Basic
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.
View workflow
Reporting
Basic
All business types
+5
Snapshot weekly pipeline from paid
A weekly snapshot of pipeline created by paid channels: qualified leads, opportunities and pipeline value by channel.
View workflow
Reporting
Basic
SaaS · Sales-led
+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.
View workflow
Reporting
Expert
All business types

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