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Standard performance marketing workflows for pipeline generation

Standard performance marketing workflows for pipeline generation

Browse 22 standard 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

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.
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Maintenance
Standard
4 business types
Detect conversion tracking breakage for LinkedIn Ads
Detects when LinkedIn conversion tracking breaks or double counts, and protects automated bidding from bad data.
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Anomaly detection
Standard
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.
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Anomaly detection
Standard
4 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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Reporting
Standard
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.
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Optimization
Standard
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.
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Optimization
Standard
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.
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Optimization
Standard
4 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
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.
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Optimization
Standard
4 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.
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Reporting
Standard
All business types
+2
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.
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Signal-based
Standard
3 business types
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.
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Experimentation
Standard
4 business types

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