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Reporting workflows for pipeline generation in performance marketing

Reporting workflows for pipeline generation in performance marketing

Browse 20 reporting workflows for pipeline generation in the Workflow Automation Library. Each one runs inside a Roadway AI coworker, with changes held for approval. 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

+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
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
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
+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 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
+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
+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
+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

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