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Automate X Ads workflows for pipeline generation

Automate X Ads workflows for pipeline generation

Browse 29 X Ads workflows for pipeline generation in the Workflow Automation Library. Each one runs inside a Roadway AI coworker, with changes held for approval. X Ads move fast with conversation and keyword targeting, so the agent watches trend timing, follower look-alikes and engagement-rate drops. Pick a workflow, add it to your Roadway agent, and review the first run before anything goes live.

All matching workflows

+1
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.
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Signal-based
Expert
SaaS · Sales-led
+2
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.
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Signal-based
Expert
SaaS · Sales-led
+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.
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Reporting
Basic
3 business types
+3
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.
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Signal-based
Advanced
SaaS · Sales-led
+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.
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Optimization
Mad Max
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.
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Scaling
Advanced
All 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
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.
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Optimization
Advanced
All business types
+2
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.
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Signal-based
Mad Max
All business types
+3
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.
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Signal-based
Advanced
3 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.
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Signal-based
Advanced
All business types
+1
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.
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Cross-channel
Advanced
SaaS · Sales-led
+3
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.
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Scaling
Expert
3 business types
+3
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.
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Signal-based
Advanced
SaaS · Sales-led
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.
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Cross-channel
Advanced
4 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
+2
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.
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Signal-based
Advanced
SaaS · Sales-led
+3
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.
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Signal-based
Advanced
3 business types
+4
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.
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Signal-based
Advanced
3 business types

Works across all channels

+5
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.
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Budget cap
Expert
3 business types
+5
Check customer and open-opportunity exclusions
A simple check that current customers and open opportunities are excluded from acquisition campaigns on every channel.
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Maintenance
Basic
4 business types
+5
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.
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Signal-based
Mad Max
All business types
+5
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.
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Cross-channel
Expert
All business types
+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.
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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.
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Reporting
Expert
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.
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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.
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Reporting
Standard
All business types
+5
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.
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Budget cap
Mad Max
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.
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Reporting
Basic
SaaS · Sales-led

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